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
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@@ -2,15 +2,15 @@ export const queryKeys = {
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companyAnalysis: (ticker: string) => ['analysis', ticker] as const,
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companyFinancialStatements: (
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ticker: string,
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statement: string,
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window: string,
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surfaceKind: string,
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cadence: string,
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includeDimensions: boolean,
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includeFacts: boolean,
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factsCursor: string | null,
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factsLimit: number,
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cursor: string | null,
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limit: number
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) => ['financials-v3', ticker, statement, window, includeDimensions ? 'dims' : 'no-dims', includeFacts ? 'facts' : 'rows', factsCursor ?? '', factsLimit, cursor ?? '', limit] as const,
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) => ['financials-v3', ticker, surfaceKind, cadence, includeDimensions ? 'dims' : 'no-dims', includeFacts ? 'facts' : 'rows', factsCursor ?? '', factsLimit, cursor ?? '', limit] as const,
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filings: (ticker: string | null, limit: number) => ['filings', ticker ?? '', limit] as const,
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report: (accessionNumber: string) => ['report', accessionNumber] as const,
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watchlist: () => ['watchlist'] as const,
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@@ -15,8 +15,8 @@ import {
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} from '@/lib/api';
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import { queryKeys } from '@/lib/query/keys';
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import type {
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FinancialHistoryWindow,
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FinancialStatementKind
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FinancialCadence,
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FinancialSurfaceKind
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} from '@/lib/types';
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export function companyAnalysisQueryOptions(ticker: string) {
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@@ -31,8 +31,8 @@ export function companyAnalysisQueryOptions(ticker: string) {
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export function companyFinancialStatementsQueryOptions(input: {
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ticker: string;
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statement: FinancialStatementKind;
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window: FinancialHistoryWindow;
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surfaceKind: FinancialSurfaceKind;
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cadence: FinancialCadence;
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includeDimensions?: boolean;
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includeFacts?: boolean;
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factsCursor?: string | null;
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@@ -51,8 +51,8 @@ export function companyFinancialStatementsQueryOptions(input: {
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return queryOptions({
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queryKey: queryKeys.companyFinancialStatements(
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normalizedTicker,
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input.statement,
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input.window,
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input.surfaceKind,
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input.cadence,
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includeDimensions,
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includeFacts,
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factsCursor,
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@@ -62,8 +62,8 @@ export function companyFinancialStatementsQueryOptions(input: {
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),
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queryFn: () => getCompanyFinancialStatements({
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ticker: normalizedTicker,
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statement: input.statement,
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window: input.window,
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surfaceKind: input.surfaceKind,
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cadence: input.cadence,
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includeDimensions,
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includeFacts,
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factsCursor,
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