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/types.ts

@@ -200,6 +200,18 @@ export type CompanyFinancialPoint = {
 
 export type FinancialStatementKind = 'income' | 'balance' | 'cash_flow' | 'equity' | 'comprehensive_income';
 export type FinancialHistoryWindow = '10y' | 'all';
+export type FinancialCadence = 'annual' | 'quarterly' | 'ltm';
+export type FinancialDisplayMode = 'faithful' | 'standardized';
+export type FinancialSurfaceKind =
+  | 'income_statement'
+  | 'balance_sheet'
+  | 'cash_flow_statement'
+  | 'ratios'
+  | 'segments_kpis'
+  | 'adjusted'
+  | 'custom_metrics';
+export type FinancialUnit = 'currency' | 'count' | 'shares' | 'percent' | 'ratio';
+export type FinancialCategory = string;
 
 export type FinancialStatementPeriod = {
   id: string;
@@ -236,21 +248,46 @@ export type TaxonomyStatementRow = {
   sourceFactIds: number[];
 };
 
-export type FinancialStatementSurfaceKind = 'faithful' | 'standardized';
+export type FinancialStatementSurfaceKind = FinancialDisplayMode;
 
-export type StandardizedStatementRow = {
+export type DerivedFinancialRow = {
   key: string;
   label: string;
-  category: string;
+  category: FinancialCategory;
   order: number;
+  unit: FinancialUnit;
   values: Record<string, number | null>;
-  hasDimensions: boolean;
   sourceConcepts: string[];
   sourceRowKeys: string[];
   sourceFactIds: number[];
+  formulaKey: string | null;
+  hasDimensions: boolean;
   resolvedSourceRowKeys: Record<string, string | null>;
 };
 
+export type StandardizedFinancialRow = DerivedFinancialRow;
+export type StandardizedStatementRow = StandardizedFinancialRow;
+
+export type RatioRow = DerivedFinancialRow & {
+  denominatorKey: string | null;
+};
+
+export type StructuredKpiRow = {
+  key: string;
+  label: string;
+  category: FinancialCategory;
+  unit: FinancialUnit;
+  order: number;
+  segment: string | null;
+  axis: string | null;
+  member: string | null;
+  values: Record<string, number | null>;
+  sourceConcepts: string[];
+  sourceFactIds: number[];
+  provenanceType: 'taxonomy' | 'structured_note';
+  hasDimensions: boolean;
+};
+
 export type TaxonomyFactRow = {
   id: number;
   snapshotId: number;
@@ -315,11 +352,15 @@ export type DimensionBreakdownRow = {
   member: string;
   value: number | null;
   unit: string | null;
+  provenanceType?: 'taxonomy' | 'structured_note';
 };
 
-export type FinancialStatementSurface<Row> = {
-  kind: FinancialStatementSurfaceKind;
-  rows: Row[];
+export type TrendSeries = {
+  key: string;
+  label: string;
+  category: FinancialCategory;
+  unit: FinancialUnit;
+  values: Record<string, number | null>;
 };
 
 export type CompanyFinancialStatementsResponse = {
@@ -328,13 +369,26 @@ export type CompanyFinancialStatementsResponse = {
     companyName: string;
     cik: string | null;
   };
-  statement: FinancialStatementKind;
-  window: FinancialHistoryWindow;
-  defaultSurface: FinancialStatementSurfaceKind;
+  surfaceKind: FinancialSurfaceKind;
+  cadence: FinancialCadence;
+  displayModes: FinancialDisplayMode[];
+  defaultDisplayMode: FinancialDisplayMode;
   periods: FinancialStatementPeriod[];
-  surfaces: {
-    faithful: FinancialStatementSurface<TaxonomyStatementRow>;
-    standardized: FinancialStatementSurface<StandardizedStatementRow>;
+  statementRows: {
+    faithful: TaxonomyStatementRow[];
+    standardized: StandardizedFinancialRow[];
+  } | null;
+  ratioRows: RatioRow[] | null;
+  kpiRows: StructuredKpiRow[] | null;
+  trendSeries: TrendSeries[];
+  categories: Array<{
+    key: FinancialCategory;
+    label: string;
+    count: number;
+  }>;
+  availability: {
+    adjusted: boolean;
+    customMetrics: boolean;
   };
   nextCursor: string | null;
   facts: {
@@ -355,28 +409,6 @@ export type CompanyFinancialStatementsResponse = {
     pendingFilings: number;
     queuedSync: boolean;
   };
-  overviewMetrics: {
-    referencePeriodId: string | null;
-    referenceDate: string | null;
-    latest: {
-      revenue: number | null;
-      netIncome: number | null;
-      totalAssets: number | null;
-      cash: number | null;
-      debt: number | null;
-    };
-    series: Array<{
-      periodId: string;
-      filingDate: string;
-      periodEnd: string | null;
-      label: string;
-      revenue: number | null;
-      netIncome: number | null;
-      totalAssets: number | null;
-      cash: number | null;
-      debt: number | null;
-    }>;
-  };
   metrics: {
     taxonomy: Filing['metrics'];
     validation: MetricValidationResult | null;