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
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@@ -515,6 +515,7 @@ export async function upsertFilingTaxonomySnapshot(input: UpsertFilingTaxonomySn
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export async function listFilingTaxonomySnapshotsByTicker(input: {
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ticker: string;
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window: '10y' | 'all';
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filingTypes?: Array<'10-K' | '10-Q'>;
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limit?: number;
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cursor?: string | null;
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}) {
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@@ -530,6 +531,10 @@ export async function listFilingTaxonomySnapshotsByTicker(input: {
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constraints.push(lt(filingTaxonomySnapshot.id, cursorId));
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}
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if (input.filingTypes && input.filingTypes.length > 0) {
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constraints.push(inArray(filingTaxonomySnapshot.filing_type, input.filingTypes));
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}
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const rows = await db
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.select()
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.from(filingTaxonomySnapshot)
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@@ -573,6 +578,7 @@ export async function listTaxonomyFactsByTicker(input: {
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ticker: string;
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window: '10y' | 'all';
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statement?: FinancialStatementKind;
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filingTypes?: Array<'10-K' | '10-Q'>;
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cursor?: string | null;
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limit?: number;
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}) {
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@@ -588,6 +594,10 @@ export async function listTaxonomyFactsByTicker(input: {
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conditions.push(eq(filingTaxonomyFact.statement_kind, input.statement));
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}
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if (input.filingTypes && input.filingTypes.length > 0) {
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conditions.push(inArray(filingTaxonomySnapshot.filing_type, input.filingTypes));
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}
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if (cursorId && Number.isFinite(cursorId) && cursorId > 0) {
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conditions.push(lt(filingTaxonomyFact.id, cursorId));
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}
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