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/repos/company-financial-bundles.ts

@@ -0,0 +1,107 @@
+import { and, eq } from 'drizzle-orm';
+import type {
+  FinancialCadence,
+  FinancialSurfaceKind
+} from '@/lib/types';
+import { db } from '@/lib/server/db';
+import { companyFinancialBundle } from '@/lib/server/db/schema';
+
+const BUNDLE_VERSION = 1;
+
+export type CompanyFinancialBundleRecord = {
+  id: number;
+  ticker: string;
+  surface_kind: FinancialSurfaceKind;
+  cadence: FinancialCadence;
+  bundle_version: number;
+  source_snapshot_ids: number[];
+  source_signature: string;
+  payload: Record<string, unknown>;
+  created_at: string;
+  updated_at: string;
+};
+
+function toBundleRecord(row: typeof companyFinancialBundle.$inferSelect): CompanyFinancialBundleRecord {
+  return {
+    id: row.id,
+    ticker: row.ticker,
+    surface_kind: row.surface_kind,
+    cadence: row.cadence,
+    bundle_version: row.bundle_version,
+    source_snapshot_ids: row.source_snapshot_ids ?? [],
+    source_signature: row.source_signature,
+    payload: row.payload,
+    created_at: row.created_at,
+    updated_at: row.updated_at
+  };
+}
+
+export async function getCompanyFinancialBundle(input: {
+  ticker: string;
+  surfaceKind: FinancialSurfaceKind;
+  cadence: FinancialCadence;
+}) {
+  const [row] = await db
+    .select()
+    .from(companyFinancialBundle)
+    .where(and(
+      eq(companyFinancialBundle.ticker, input.ticker.trim().toUpperCase()),
+      eq(companyFinancialBundle.surface_kind, input.surfaceKind),
+      eq(companyFinancialBundle.cadence, input.cadence)
+    ))
+    .limit(1);
+
+  return row ? toBundleRecord(row) : null;
+}
+
+export async function upsertCompanyFinancialBundle(input: {
+  ticker: string;
+  surfaceKind: FinancialSurfaceKind;
+  cadence: FinancialCadence;
+  sourceSnapshotIds: number[];
+  sourceSignature: string;
+  payload: Record<string, unknown>;
+}) {
+  const now = new Date().toISOString();
+
+  const [saved] = await db
+    .insert(companyFinancialBundle)
+    .values({
+      ticker: input.ticker.trim().toUpperCase(),
+      surface_kind: input.surfaceKind,
+      cadence: input.cadence,
+      bundle_version: BUNDLE_VERSION,
+      source_snapshot_ids: input.sourceSnapshotIds,
+      source_signature: input.sourceSignature,
+      payload: input.payload,
+      created_at: now,
+      updated_at: now
+    })
+    .onConflictDoUpdate({
+      target: [
+        companyFinancialBundle.ticker,
+        companyFinancialBundle.surface_kind,
+        companyFinancialBundle.cadence
+      ],
+      set: {
+        bundle_version: BUNDLE_VERSION,
+        source_snapshot_ids: input.sourceSnapshotIds,
+        source_signature: input.sourceSignature,
+        payload: input.payload,
+        updated_at: now
+      }
+    })
+    .returning();
+
+  return toBundleRecord(saved);
+}
+
+export async function deleteCompanyFinancialBundlesForTicker(ticker: string) {
+  return await db
+    .delete(companyFinancialBundle)
+    .where(eq(companyFinancialBundle.ticker, ticker.trim().toUpperCase()));
+}
+
+export const __companyFinancialBundlesInternals = {
+  BUNDLE_VERSION
+};