Run playwright UI tests

lib/server/api/app.ts

@@ -4,7 +4,6 @@ import type {
   Filing,
   FinancialHistoryWindow,
   FinancialStatementKind,
-  FinancialStatementMode,
   TaskStatus
 } from '@/lib/types';
 import { auth } from '@/lib/auth';
@@ -13,8 +12,8 @@ import { asErrorMessage, jsonError } from '@/lib/server/http';
 import { buildPortfolioSummary } from '@/lib/server/portfolio';
 import {
   defaultFinancialSyncLimit,
-  getCompanyFinancialStatements
-} from '@/lib/server/financial-statements';
+  getCompanyFinancialTaxonomy
+} from '@/lib/server/financial-taxonomy';
 import { redactInternalFilingAnalysisFields } from '@/lib/server/api/filing-redaction';
 import { getFilingByAccession, listFilingsRecords } from '@/lib/server/repos/filings';
 import {
@@ -44,8 +43,7 @@ import {
 const ALLOWED_STATUSES: TaskStatus[] = ['queued', 'running', 'completed', 'failed'];
 const FINANCIAL_FORMS: ReadonlySet<Filing['filing_type']> = new Set(['10-K', '10-Q']);
 const AUTO_FILING_SYNC_LIMIT = 20;
-const FINANCIALS_V2_ENABLED = process.env.FINANCIALS_V2?.trim().toLowerCase() !== 'false';
-const FINANCIAL_STATEMENT_MODES: FinancialStatementMode[] = ['standardized', 'filing_faithful'];
+const FINANCIALS_V3_ENABLED = process.env.FINANCIALS_V3?.trim().toLowerCase() !== 'false';
 const FINANCIAL_STATEMENT_KINDS: FinancialStatementKind[] = [
   'income',
   'balance',
@@ -120,12 +118,6 @@ function asTags(value: unknown) {
   return [...unique];
 }
 
-function asStatementMode(value: unknown): FinancialStatementMode {
-  return FINANCIAL_STATEMENT_MODES.includes(value as FinancialStatementMode)
-    ? value as FinancialStatementMode
-    : 'standardized';
-}
-
 function asStatementKind(value: unknown): FinancialStatementKind {
   return FINANCIAL_STATEMENT_KINDS.includes(value as FinancialStatementKind)
     ? value as FinancialStatementKind
@@ -613,8 +605,8 @@ export const app = new Elysia({ prefix: '/api' })
       return response;
     }
 
-    if (!FINANCIALS_V2_ENABLED) {
-      return jsonError('Financial statements v2 is disabled', 404);
+    if (!FINANCIALS_V3_ENABLED) {
+      return jsonError('Financial statements v3 is disabled', 404);
     }
 
     const ticker = typeof query.ticker === 'string'
@@ -624,26 +616,34 @@ export const app = new Elysia({ prefix: '/api' })
       return jsonError('ticker is required');
     }
 
-    const mode = asStatementMode(query.mode);
     const statement = asStatementKind(query.statement);
     const window = asHistoryWindow(query.window);
     const includeDimensions = asBoolean(query.includeDimensions, false);
+    const includeFacts = asBoolean(query.includeFacts, false);
     const cursor = typeof query.cursor === 'string' && query.cursor.trim().length > 0
       ? query.cursor.trim()
       : null;
     const limit = Number.isFinite(Number(query.limit))
       ? Number(query.limit)
       : undefined;
+    const factsCursor = typeof query.factsCursor === 'string' && query.factsCursor.trim().length > 0
+      ? query.factsCursor.trim()
+      : null;
+    const factsLimit = Number.isFinite(Number(query.factsLimit))
+      ? Number(query.factsLimit)
+      : undefined;
 
-    let payload = await getCompanyFinancialStatements({
+    let payload = await getCompanyFinancialTaxonomy({
       ticker,
-      mode,
       statement,
       window,
       includeDimensions,
+      includeFacts,
+      factsCursor,
+      factsLimit,
       cursor,
       limit,
-      v2Enabled: FINANCIALS_V2_ENABLED,
+      v3Enabled: FINANCIALS_V3_ENABLED,
       queuedSync: false
     });
 
@@ -671,7 +671,7 @@ export const app = new Elysia({ prefix: '/api' })
         });
         queuedSync = true;
       } catch (error) {
-        console.error(`[financials-v2-sync] failed for ${ticker}:`, error);
+        console.error(`[financials-v3-sync] failed for ${ticker}:`, error);
       }
     }
 
@@ -689,7 +689,6 @@ export const app = new Elysia({ prefix: '/api' })
   }, {
     query: t.Object({
       ticker: t.String({ minLength: 1 }),
-      mode: t.Optional(t.Union([t.Literal('standardized'), t.Literal('filing_faithful')])),
       statement: t.Optional(t.Union([
         t.Literal('income'),
         t.Literal('balance'),
@@ -699,8 +698,11 @@ export const app = new Elysia({ prefix: '/api' })
       ])),
       window: t.Optional(t.Union([t.Literal('10y'), t.Literal('all')])),
       includeDimensions: t.Optional(t.Union([t.String(), t.Boolean()])),
+      includeFacts: t.Optional(t.Union([t.String(), t.Boolean()])),
       cursor: t.Optional(t.String()),
-      limit: t.Optional(t.Numeric())
+      limit: t.Optional(t.Numeric()),
+      factsCursor: t.Optional(t.String()),
+      factsLimit: t.Optional(t.Numeric())
     })
   })
   .get('/analysis/reports/:accessionNumber', async ({ params }) => {

lib/server/api/task-workflow-hybrid.e2e.test.ts

@@ -86,7 +86,8 @@ function applySqlMigrations(client: { exec: (query: string) => void }) {
     '0001_glossy_statement_snapshots.sql',
     '0002_workflow_task_projection_metadata.sql',
     '0003_task_stage_event_timeline.sql',
-    '0004_watchlist_company_taxonomy.sql'
+    '0004_watchlist_company_taxonomy.sql',
+    '0005_financial_taxonomy_v3.sql'
   ];
 
   for (const file of migrationFiles) {