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Remove dead code in app and XBRL loader

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This commit is contained in:
francy51
2026-03-21 13:03:12 -04:00
parent 7d2816e3c4
commit dd289968b8
22 changed files with 22 additions and 796 deletions
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33
lib/server/financials/canonical-definitions.ts
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@@ -1,33 +0,0 @@
import type {
FinancialStatementKind,
FinancialUnit
} from '@/lib/types';
import {
INCOME_SURFACES,
BALANCE_SURFACES,
CASH_FLOW_SURFACES
} from '@/lib/generated';
export type CanonicalRowDefinition = {
key: string;
label: string;
category: string;
order: number;
unit: FinancialUnit;
};
function toCanonicalRow(surface: { surface_key: string; label: string; category: string; order: number; unit: string }) {
return {
key: surface.surface_key,
label: surface.label,
category: surface.category,
order: surface.order,
unit: surface.unit as FinancialUnit
};
}
export const CANONICAL_ROW_DEFINITIONS: Record<Extract<FinancialStatementKind, 'income' | 'balance' | 'cash_flow'>, CanonicalRowDefinition[]> = {
income: INCOME_SURFACES.map(toCanonicalRow),
balance: BALANCE_SURFACES.map(toCanonicalRow),
cash_flow: CASH_FLOW_SURFACES.map(toCanonicalRow)
};

28
lib/server/repos/issuer-overlays.test.ts
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@@ -9,11 +9,15 @@ import type {
IssuerOverlayDiagnostics,
IssuerOverlayStats,
} from "@/lib/server/db/schema";
import {
ensureIssuerOverlayRow,
getIssuerOverlay,
listIssuerOverlayRevisions,
publishIssuerOverlayRevision,
} from "./issuer-overlays";
let tempDir: string | null = null;
let sqliteClient: Database | null = null;
let overlayRepo: typeof import("./issuer-overlays") | null = null;
function resetDbSingletons() {
const globalState = globalThis as typeof globalThis & {
__fiscalSqliteClient?: Database;
@@ -90,8 +94,6 @@ describe("issuer overlay repo", () => {
};
globalState.__fiscalSqliteClient = sqliteClient;
globalState.__fiscalDrizzleDb = undefined;
overlayRepo = await import("./issuer-overlays");
});
afterAll(() => {
@@ -108,35 +110,27 @@ describe("issuer overlay repo", () => {
});
it("creates an empty overlay row on ensure", async () => {
if (!overlayRepo) {
throw new Error("overlay repo not initialized");
}
const overlay = await overlayRepo.ensureIssuerOverlayRow("aapl");
const overlay = await ensureIssuerOverlayRow("aapl");
expect(overlay?.ticker).toBe("AAPL");
expect(overlay?.status).toBe("empty");
expect(overlay?.active_revision).toBeNull();
});
it("publishes and deduplicates overlay revisions by content hash", async () => {
if (!overlayRepo) {
throw new Error("overlay repo not initialized");
}
const first = await overlayRepo.publishIssuerOverlayRevision({
const first = await publishIssuerOverlayRevision({
ticker: "AAPL",
definition: sampleDefinition(),
diagnostics: sampleDiagnostics(),
stats: sampleStats(),
});
const second = await overlayRepo.publishIssuerOverlayRevision({
const second = await publishIssuerOverlayRevision({
ticker: "AAPL",
definition: sampleDefinition(),
diagnostics: sampleDiagnostics(),
stats: sampleStats(),
});
const overlay = await overlayRepo.getIssuerOverlay("AAPL");
const revisions = await overlayRepo.listIssuerOverlayRevisions("AAPL");
const overlay = await getIssuerOverlay("AAPL");
const revisions = await listIssuerOverlayRevisions("AAPL");
expect(first.published).toBe(true);
expect(second.published).toBe(false);

4
lib/server/repos/issuer-overlays.ts
View File

@@ -11,7 +11,7 @@ import {
type IssuerOverlayStats,
} from "@/lib/server/db/schema";
export type IssuerOverlayRevisionRecord = {
type IssuerOverlayRevisionRecord = {
id: number;
ticker: string;
revision_number: number;
@@ -22,7 +22,7 @@ export type IssuerOverlayRevisionRecord = {
created_at: string;
};
export type IssuerOverlayRecord = {
type IssuerOverlayRecord = {
ticker: string;
status: "empty" | "active" | "error";
active_revision_id: number | null;

53
lib/server/taxonomy/classifiers.ts
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@@ -1,53 +0,0 @@
import type { FinancialStatementKind } from '@/lib/types';
export function classifyStatementRole(roleUri: string): FinancialStatementKind | null {
const normalized = roleUri.toLowerCase();
if (/cash\s*flow|statementsof?cashflows|netcash/.test(normalized)) {
return 'cash_flow';
}
if (/shareholders?|stockholders?|equity|retainedearnings/.test(normalized)) {
return 'equity';
}
if (/comprehensive\s*income/.test(normalized)) {
return 'comprehensive_income';
}
if (/balance\s*sheet|financial\s*position|assets?andliabilities/.test(normalized)) {
return 'balance';
}
if (/operations|income\s*statement|statementsofincome|profit/.test(normalized)) {
return 'income';
}
return null;
}
export function conceptStatementFallback(localName: string): FinancialStatementKind | null {
const normalized = localName.toLowerCase();
if (/cash|operatingactivities|investingactivities|financingactivities/.test(normalized)) {
return 'cash_flow';
}
if (/equity|retainedearnings|additionalpaidincapital/.test(normalized)) {
return 'equity';
}
if (/comprehensiveincome/.test(normalized)) {
return 'comprehensive_income';
}
if (/asset|liabilit|debt/.test(normalized)) {
return 'balance';
}
if (/revenue|income|profit|expense|costof/.test(normalized)) {
return 'income';
}
return null;
}

5
lib/server/taxonomy/types.ts
View File

@@ -232,11 +232,6 @@ export type TaxonomyHydrationInput = {
issuerOverlay?: IssuerOverlayDefinition | null;
};
export type TickerAutomationRequest = {
ticker: string;
source: TickerAutomationSource;
};
export type TaxonomyHydrationResult = {
filing_id: number;
ticker: string;

22
lib/server/utils/index.ts
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@@ -1,22 +0,0 @@
export {
normalizeTicker,
normalizeTickerOrNull,
normalizeTags,
normalizeTagsOrNull,
normalizeOptionalString,
normalizeRecord,
normalizePositiveInteger,
nowIso,
todayIso
} from './normalize';
export {
asRecord,
asOptionalRecord,
asPositiveNumber,
asBoolean,
asStringArray,
asEnum
} from './validation';
export { withRetry, type RetryOptions } from './retry';

51
lib/server/utils/normalize.ts
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@@ -1,51 +0,0 @@
export function normalizeTicker(ticker: string): string {
return ticker.trim().toUpperCase();
}
export function normalizeTickerOrNull(ticker: unknown): string | null {
if (typeof ticker !== 'string') return null;
const normalized = ticker.trim().toUpperCase();
return normalized || null;
}
export function normalizeTags(tags?: unknown): string[] {
if (!Array.isArray(tags)) return [];
const unique = new Set<string>();
for (const entry of tags) {
if (typeof entry !== 'string') continue;
const tag = entry.trim();
if (tag) unique.add(tag);
}
return [...unique];
}
export function normalizeTagsOrNull(tags?: unknown): string[] | null {
const result = normalizeTags(tags);
return result.length > 0 ? result : null;
}
export function normalizeOptionalString(value?: unknown): string | null {
if (typeof value !== 'string') return null;
const normalized = value.trim();
return normalized || null;
}
export function normalizeRecord(value?: unknown): Record<string, unknown> | null {
if (!value || typeof value !== 'object' || Array.isArray(value)) return null;
return value as Record<string, unknown>;
}
export function normalizePositiveInteger(value?: unknown): number | null {
if (value === null || value === undefined || !Number.isFinite(value as number)) return null;
const normalized = Math.trunc(value as number);
return normalized > 0 ? normalized : null;
}
export function nowIso(): string {
return new Date().toISOString();
}
export function todayIso(): string {
return new Date().toISOString().slice(0, 10);
}

4
lib/server/utils/retry.ts
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@@ -1,10 +1,10 @@
export interface RetryOptions {
type RetryOptions = {
maxRetries: number;
baseDelayMs: number;
maxDelayMs: number;
jitterFactor: number;
retryableErrors: RegExp[];
}
};
const DEFAULT_RETRY_OPTIONS: RetryOptions = {
maxRetries: 3,

56
lib/server/utils/validation.ts
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@@ -1,56 +0,0 @@
export function asRecord(value: unknown): Record<string, unknown> {
if (!value || typeof value !== 'object' || Array.isArray(value)) {
return {};
}
return value as Record<string, unknown>;
}
export function asOptionalRecord(value: unknown): Record<string, unknown> | null {
if (!value || typeof value !== 'object' || Array.isArray(value)) {
return null;
}
return value as Record<string, unknown>;
}
export function asPositiveNumber(value: unknown): number | null {
const parsed = typeof value === 'number' ? value : Number(value);
return Number.isFinite(parsed) && parsed > 0 ? parsed : null;
}
export function asBoolean(value: unknown, fallback = false): boolean {
if (typeof value === 'boolean') {
return value;
}
if (typeof value === 'string') {
const normalized = value.trim().toLowerCase();
if (normalized === 'true' || normalized === '1' || normalized === 'yes') {
return true;
}
if (normalized === 'false' || normalized === '0' || normalized === 'no') {
return false;
}
}
return fallback;
}
export function asStringArray(value: unknown): string[] {
const source = Array.isArray(value)
? value
: typeof value === 'string'
? value.split(',')
: [];
const unique = new Set<string>();
for (const entry of source) {
if (typeof entry !== 'string') continue;
const tag = entry.trim();
if (tag) unique.add(tag);
}
return [...unique];
}
export function asEnum<T extends string>(value: unknown, allowed: readonly T[]): T | undefined {
return allowed.includes(value as T) ? (value as T) : undefined;
}