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

@@ -1,17 +1,17 @@
import type {
CompanyFinancialStatementsResponse,
FinancialHistoryWindow,
FinancialStatementKind
FinancialCadence,
FinancialSurfaceKind
} from '@/lib/types';
import {
defaultFinancialSyncLimit,
getCompanyFinancialTaxonomy
getCompanyFinancials
} from '@/lib/server/financial-taxonomy';
type GetCompanyFinancialStatementsInput = {
ticker: string;
statement: FinancialStatementKind;
window: FinancialHistoryWindow;
surfaceKind: FinancialSurfaceKind;
cadence: FinancialCadence;
includeDimensions: boolean;
includeFacts?: boolean;
factsCursor?: string | null;
@@ -26,10 +26,10 @@ type GetCompanyFinancialStatementsInput = {
export async function getCompanyFinancialStatements(
input: GetCompanyFinancialStatementsInput
): Promise<CompanyFinancialStatementsResponse> {
return await getCompanyFinancialTaxonomy({
return await getCompanyFinancials({
ticker: input.ticker,
statement: input.statement,
window: input.window,
surfaceKind: input.surfaceKind,
cadence: input.cadence,
includeDimensions: input.includeDimensions,
includeFacts: input.includeFacts ?? false,
factsCursor: input.factsCursor,