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

@@ -2,15 +2,15 @@ export const queryKeys = {
companyAnalysis: (ticker: string) => ['analysis', ticker] as const,
companyFinancialStatements: (
ticker: string,
statement: string,
window: string,
surfaceKind: string,
cadence: string,
includeDimensions: boolean,
includeFacts: boolean,
factsCursor: string | null,
factsLimit: number,
cursor: string | null,
limit: number
) => ['financials-v3', ticker, statement, window, includeDimensions ? 'dims' : 'no-dims', includeFacts ? 'facts' : 'rows', factsCursor ?? '', factsLimit, cursor ?? '', limit] as const,
) => ['financials-v3', ticker, surfaceKind, cadence, includeDimensions ? 'dims' : 'no-dims', includeFacts ? 'facts' : 'rows', factsCursor ?? '', factsLimit, cursor ?? '', limit] as const,
filings: (ticker: string | null, limit: number) => ['filings', ticker ?? '', limit] as const,
report: (accessionNumber: string) => ['report', accessionNumber] as const,
watchlist: () => ['watchlist'] as const,