11 Commits

Author SHA1 Message Date
dd289968b8 Remove dead code in app and XBRL loader 2026-03-21 13:03:12 -04:00
391d6d34ce Automate issuer overlay creation from ticker searches 2026-03-19 20:44:58 -04:00
17de3dd72d Add history window controls and expand taxonomy pack support
- add 3Y/5Y/10Y financial history filtering and reorganize normalization details UI
- add new fiscal taxonomy surface/income bridge/KPI packs and update Rust taxonomy loading
- auto-detect Homebrew SQLite for native `sqlite-vec` in local dev/e2e with docs and env guidance
2026-03-18 23:40:28 -04:00
f4a0014572 refactor: reorganize Financials toolbar and flatten UI
- Group toolbar controls by function (Statement, Period, Mode, Scale)
- Move Trend Chart above Matrix, hidden by default
- Add chart toggle to toolbar actions
- Flatten all sections: remove card styling, use subtle dividers
- Update StatementRowInspector and NormalizationSummary with flat layout
2026-03-16 22:31:45 -04:00
4da9a04993 refactor: flatten Financials page UI for improved density
- Move Matrix panel to top position for better visibility
- Hide trend chart by default (showTrendChart: false)
- Flatten panel design by removing titles and borders
- Compact spacing and reduce UI chrome throughout
- Add chart toggle button in toolbar
- Enable dense and virtualized modes on StatementMatrix
- Fix missing useState import in FinancialsToolbar

The creates a cleaner, more professional Bloomberg terminal-style
interface with better information density and
improved performance through virtualization for large datasets.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-03-16 21:04:36 -04:00
30977dc15f Fix financial taxonomy snapshot normalization 2026-03-13 19:01:56 -04:00
e5141238fb WIP main worktree changes before merge 2026-03-13 00:20:22 -04:00
33ce48f53c feat(financials): add compact surface UI and graphing states 2026-03-12 15:25:21 -04:00
21246df434 Flatten dashboard sections and emphasize data regions 2026-03-08 10:38:27 -04:00
e20aba998b Add search and RAG workspace flows 2026-03-07 20:34:00 -05:00
3424a8e598 feat(financials): replace filter cards with compact extensible control bar 2026-03-02 09:34:11 -05:00