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

View File

@@ -7,9 +7,9 @@ import type {
CoveragePriority,
CoverageStatus,
Filing,
FinancialCadence,
FinancialSurfaceKind,
Holding,
FinancialHistoryWindow,
FinancialStatementKind,
PortfolioInsight,
PortfolioSummary,
ResearchJournalEntry,
@@ -307,8 +307,8 @@ export async function getCompanyAnalysis(ticker: string) {
export async function getCompanyFinancialStatements(input: {
ticker: string;
statement: FinancialStatementKind;
window: FinancialHistoryWindow;
surfaceKind: FinancialSurfaceKind;
cadence: FinancialCadence;
includeDimensions?: boolean;
includeFacts?: boolean;
factsCursor?: string | null;
@@ -318,8 +318,8 @@ export async function getCompanyFinancialStatements(input: {
}) {
const query = {
ticker: input.ticker.trim().toUpperCase(),
statement: input.statement,
window: input.window,
surface: input.surfaceKind,
cadence: input.cadence,
includeDimensions: input.includeDimensions ? 'true' : 'false',
includeFacts: input.includeFacts ? 'true' : 'false',
...(typeof input.cursor === 'string' && input.cursor.trim().length > 0