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/db/schema.ts

@@ -30,6 +30,15 @@ type TaxonomyMetricValidationStatus = 'not_run' | 'matched' | 'mismatch' | 'erro
 type CoverageStatus = 'backlog' | 'active' | 'watch' | 'archive';
 type CoveragePriority = 'low' | 'medium' | 'high';
 type ResearchJournalEntryType = 'note' | 'filing_note' | 'status_change';
+type FinancialCadence = 'annual' | 'quarterly' | 'ltm';
+type FinancialSurfaceKind =
+  | 'income_statement'
+  | 'balance_sheet'
+  | 'cash_flow_statement'
+  | 'ratios'
+  | 'segments_kpis'
+  | 'adjusted'
+  | 'custom_metrics';
 
 type FilingAnalysis = {
   provider?: string;
@@ -460,6 +469,22 @@ export const filingTaxonomyMetricValidation = sqliteTable('filing_taxonomy_metri
   filingTaxonomyMetricValidationUnique: uniqueIndex('filing_taxonomy_metric_validation_uidx').on(table.snapshot_id, table.metric_key)
 }));
 
+export const companyFinancialBundle = sqliteTable('company_financial_bundle', {
+  id: integer('id').primaryKey({ autoIncrement: true }),
+  ticker: text('ticker').notNull(),
+  surface_kind: text('surface_kind').$type<FinancialSurfaceKind>().notNull(),
+  cadence: text('cadence').$type<FinancialCadence>().notNull(),
+  bundle_version: integer('bundle_version').notNull(),
+  source_snapshot_ids: text('source_snapshot_ids', { mode: 'json' }).$type<number[]>().notNull(),
+  source_signature: text('source_signature').notNull(),
+  payload: text('payload', { mode: 'json' }).$type<Record<string, unknown>>().notNull(),
+  created_at: text('created_at').notNull(),
+  updated_at: text('updated_at').notNull()
+}, (table) => ({
+  companyFinancialBundleUnique: uniqueIndex('company_financial_bundle_uidx').on(table.ticker, table.surface_kind, table.cadence),
+  companyFinancialBundleTickerIndex: index('company_financial_bundle_ticker_idx').on(table.ticker, table.updated_at)
+}));
+
 export const filingLink = sqliteTable('filing_link', {
   id: integer('id').primaryKey({ autoIncrement: true }),
   filing_id: integer('filing_id').notNull().references(() => filing.id, { onDelete: 'cascade' }),
@@ -565,6 +590,7 @@ export const appSchema = {
   filingTaxonomyConcept,
   filingTaxonomyFact,
   filingTaxonomyMetricValidation,
+  companyFinancialBundle,
   filingLink,
   taskRun,
   taskStageEvent,