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

lib/server/api/app.ts

@@ -4,8 +4,9 @@ import type {
   CoveragePriority,
   CoverageStatus,
   Filing,
-  FinancialHistoryWindow,
+  FinancialCadence,
   FinancialStatementKind,
+  FinancialSurfaceKind,
   ResearchJournalEntryType,
   TaskStatus
 } from '@/lib/types';
@@ -15,7 +16,7 @@ import { asErrorMessage, jsonError } from '@/lib/server/http';
 import { buildPortfolioSummary } from '@/lib/server/portfolio';
 import {
   defaultFinancialSyncLimit,
-  getCompanyFinancialTaxonomy
+  getCompanyFinancials
 } from '@/lib/server/financial-taxonomy';
 import { redactInternalFilingAnalysisFields } from '@/lib/server/api/filing-redaction';
 import {
@@ -68,7 +69,16 @@ const FINANCIAL_STATEMENT_KINDS: FinancialStatementKind[] = [
   'equity',
   'comprehensive_income'
 ];
-const FINANCIAL_HISTORY_WINDOWS: FinancialHistoryWindow[] = ['10y', 'all'];
+const FINANCIAL_CADENCES: FinancialCadence[] = ['annual', 'quarterly', 'ltm'];
+const FINANCIAL_SURFACES: FinancialSurfaceKind[] = [
+  'income_statement',
+  'balance_sheet',
+  'cash_flow_statement',
+  'ratios',
+  'segments_kpis',
+  'adjusted',
+  'custom_metrics'
+];
 const COVERAGE_STATUSES: CoverageStatus[] = ['backlog', 'active', 'watch', 'archive'];
 const COVERAGE_PRIORITIES: CoveragePriority[] = ['low', 'medium', 'high'];
 const JOURNAL_ENTRY_TYPES: ResearchJournalEntryType[] = ['note', 'filing_note', 'status_change'];
@@ -152,10 +162,29 @@ function asStatementKind(value: unknown): FinancialStatementKind {
     : 'income';
 }
 
-function asHistoryWindow(value: unknown): FinancialHistoryWindow {
-  return FINANCIAL_HISTORY_WINDOWS.includes(value as FinancialHistoryWindow)
-    ? value as FinancialHistoryWindow
-    : '10y';
+function asCadence(value: unknown): FinancialCadence {
+  return FINANCIAL_CADENCES.includes(value as FinancialCadence)
+    ? value as FinancialCadence
+    : 'annual';
+}
+
+function surfaceFromLegacyStatement(statement: FinancialStatementKind): FinancialSurfaceKind {
+  switch (statement) {
+    case 'balance':
+      return 'balance_sheet';
+    case 'cash_flow':
+      return 'cash_flow_statement';
+    default:
+      return 'income_statement';
+  }
+}
+
+function asSurfaceKind(surface: unknown, statement: unknown): FinancialSurfaceKind {
+  if (FINANCIAL_SURFACES.includes(surface as FinancialSurfaceKind)) {
+    return surface as FinancialSurfaceKind;
+  }
+
+  return surfaceFromLegacyStatement(asStatementKind(statement));
 }
 
 function asCoverageStatus(value: unknown) {
@@ -926,8 +955,8 @@ export const app = new Elysia({ prefix: '/api' })
       return jsonError('ticker is required');
     }
 
-    const statement = asStatementKind(query.statement);
-    const window = asHistoryWindow(query.window);
+    const surfaceKind = asSurfaceKind(query.surface, query.statement);
+    const cadence = asCadence(query.cadence);
     const includeDimensions = asBoolean(query.includeDimensions, false);
     const includeFacts = asBoolean(query.includeFacts, false);
     const cursor = typeof query.cursor === 'string' && query.cursor.trim().length > 0
@@ -943,10 +972,10 @@ export const app = new Elysia({ prefix: '/api' })
       ? Number(query.factsLimit)
       : undefined;
 
-    let payload = await getCompanyFinancialTaxonomy({
+    let payload = await getCompanyFinancials({
       ticker,
-      statement,
-      window,
+      surfaceKind,
+      cadence,
       includeDimensions,
       includeFacts,
       factsCursor,
@@ -961,7 +990,7 @@ export const app = new Elysia({ prefix: '/api' })
     const shouldQueueSync = cursor === null && (
       payload.dataSourceStatus.pendingFilings > 0
       || payload.coverage.filings === 0
-      || (window === 'all' && payload.nextCursor !== null)
+      || payload.nextCursor !== null
     );
 
     if (shouldQueueSync) {
@@ -972,7 +1001,7 @@ export const app = new Elysia({ prefix: '/api' })
           taskType: 'sync_filings',
           payload: buildSyncFilingsPayload({
             ticker,
-            limit: defaultFinancialSyncLimit(window),
+            limit: defaultFinancialSyncLimit(),
             category: watchlistItem?.category,
             tags: watchlistItem?.tags
           }),
@@ -999,6 +1028,20 @@ export const app = new Elysia({ prefix: '/api' })
   }, {
     query: t.Object({
       ticker: t.String({ minLength: 1 }),
+      surface: t.Optional(t.Union([
+        t.Literal('income_statement'),
+        t.Literal('balance_sheet'),
+        t.Literal('cash_flow_statement'),
+        t.Literal('ratios'),
+        t.Literal('segments_kpis'),
+        t.Literal('adjusted'),
+        t.Literal('custom_metrics')
+      ])),
+      cadence: t.Optional(t.Union([
+        t.Literal('annual'),
+        t.Literal('quarterly'),
+        t.Literal('ltm')
+      ])),
       statement: t.Optional(t.Union([
         t.Literal('income'),
         t.Literal('balance'),
@@ -1006,7 +1049,6 @@ export const app = new Elysia({ prefix: '/api' })
         t.Literal('equity'),
         t.Literal('comprehensive_income')
       ])),
-      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()),