Expand financials surfaces with ratios, KPIs, and cadence support

- Add bundled financial modeling pipeline (ratios, KPI dimensions/notes, trend series, standardization)
- Introduce company financial bundles storage (Drizzle migration + repo wiring)
- Refactor financials page/API/query flow to use surfaceKind + cadence and new response shapes
This commit is contained in:
2026-03-07 15:16:35 -05:00
parent a42622ba6e
commit db01f207a5
33 changed files with 3589 additions and 1643 deletions

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@@ -0,0 +1,14 @@
CREATE TABLE `company_financial_bundle` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`ticker` text NOT NULL,
`surface_kind` text NOT NULL,
`cadence` text NOT NULL,
`bundle_version` integer NOT NULL,
`source_snapshot_ids` text NOT NULL,
`source_signature` text NOT NULL,
`payload` text NOT NULL,
`created_at` text NOT NULL,
`updated_at` text NOT NULL
);
CREATE UNIQUE INDEX `company_financial_bundle_uidx` ON `company_financial_bundle` (`ticker`,`surface_kind`,`cadence`);
CREATE INDEX `company_financial_bundle_ticker_idx` ON `company_financial_bundle` (`ticker`,`updated_at`);

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@@ -50,6 +50,13 @@
"when": 1772830800000,
"tag": "0006_coverage_journal_tracking",
"breakpoints": true
},
{
"idx": 7,
"version": "6",
"when": 1772863200000,
"tag": "0007_company_financial_bundles",
"breakpoints": true
}
]
}