22 Commits

Author SHA1 Message Date
f3b8a84539 Remaining commit items 2026-03-21 13:04:40 -04:00
391d6d34ce Automate issuer overlay creation from ticker searches 2026-03-19 20:44:58 -04:00
14a7773504 Add consolidated disclosure statement type
Create unified disclosure statement to organize footnote disclosures
separate from primary financial statements. Disclosures are now grouped
by type (tax, debt, securities, derivatives, leases, intangibles, ma,
revenue, cash_flow) in a dedicated statement type for cleaner UI
presentation.
2026-03-16 18:54:23 -04:00
a58b07456e Integrate crabrl parser into taxonomy hydration 2026-03-16 15:18:01 -04:00
ed4420b8db Add atomic task deduplication with partial unique index
- Add partial unique index for active resource-scoped tasks
- Implement createTaskRunRecordAtomic for race-free task creation
- Update findOrEnqueueTask to use atomic insert first
- Add tests for concurrent task creation deduplication
2026-03-15 14:40:38 -04:00
0394f4e795 Add company overview skeleton and cache 2026-03-13 19:05:17 -04:00
58061af006 feat(taxonomy): add rust sidecar compact surface pipeline 2026-03-12 15:23:10 -04:00
12a9741eca Improve job status notifications 2026-03-09 18:53:41 -04:00
7a70545f09 Merge branch 't3code/expand-research-management-plan'
# Conflicts:
#	app/analysis/page.tsx
#	app/watchlist/page.tsx
#	components/shell/app-shell.tsx
#	lib/api.ts
#	lib/query/options.ts
#	lib/server/api/app.ts
#	lib/server/db/index.test.ts
#	lib/server/db/index.ts
#	lib/server/db/schema.ts
#	lib/server/repos/research-journal.ts
#	lib/types.ts
2026-03-07 20:39:49 -05:00
e20aba998b Add search and RAG workspace flows 2026-03-07 20:34:00 -05:00
62bacdf104 Add research workspace and graphing flows 2026-03-07 16:52:35 -05:00
db01f207a5 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
2026-03-07 15:16:35 -05:00
52136271d3 Implement fiscal-style research MVP flows
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2026-03-07 09:51:18 -05:00
8e62c66677 Run playwright UI tests 2026-03-06 14:40:43 -05:00
610fce8db3 Add category and tags granularity to company sync flows 2026-03-03 23:10:08 -05:00
d81a681905 feat: migrate task jobs to workflow notifications + timeline 2026-03-02 14:29:31 -05:00
bcf4c69c92 feat(financials-v2): add statement snapshot schema and shared types 2026-03-02 09:33:44 -05:00
f2ac1c426e Migrate stack to SQLite and set Coolify defaults 2026-02-26 15:45:22 -05:00
d1df80dfc2 Fix auth migration for legacy column naming 2026-02-26 14:24:22 -05:00
74fee52c4e chore: commit all changes 2026-02-26 13:26:18 -05:00
122030e487 Make initial Drizzle auth migration idempotent 2026-02-24 16:22:08 -05:00
0ab464f910 Use Drizzle adapter and Drizzle CLI auth migrations 2026-02-24 16:21:03 -05:00