29 Commits

Author SHA1 Message Date
391d6d34ce Automate issuer overlay creation from ticker searches 2026-03-19 20:44:58 -04:00
69b45f35e3 Make coverage filing sync explicit 2026-03-14 19:54:59 -04:00
0d6c684227 Collapse filing sync notifications into one batch surface 2026-03-14 19:32:09 -04:00
61b072d31f Fix filings ticker scope consistency 2026-03-14 19:16:04 -04:00
0394f4e795 Add company overview skeleton and cache 2026-03-13 19:05:17 -04:00
b1c9c0ef08 Merge branch 't3code/ui-yahoo-finance-description' 2026-03-13 00:28:41 -04:00
61282ec380 Use Yahoo Finance company descriptions 2026-03-13 00:28:24 -04:00
e5141238fb WIP main worktree changes before merge 2026-03-13 00:20:22 -04:00
ba385586bc Rebuild company overview analysis page 2026-03-12 20:39:30 -04:00
58061af006 feat(taxonomy): add rust sidecar compact surface pipeline 2026-03-12 15:23:10 -04:00
f2c25fb9c6 Improve workflow error messaging 2026-03-09 23:51:37 -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
da2ce23bab refactor: make AI runtime z.ai-only and default to glm-5 2026-03-02 22:27:39 -05:00
d81a681905 feat: migrate task jobs to workflow notifications + timeline 2026-03-02 14:29:31 -05:00
9b20448d93 feat(financials-v2): add financial statements endpoint and query plumbing 2026-03-02 09:34:05 -05:00
94a962bf8e Transpose financials tables and expose company KPI metrics 2026-03-01 19:27:06 -05:00
b55fbf0942 Auto-queue filings sync on new ticker inserts 2026-03-01 18:55:59 -05:00
2a5b548d89 Prioritize SEC financials for 10-K/10-Q and keep other filings qualitative 2026-03-01 00:37:47 -05:00
a09001501e Implement dual-model filing pipeline with Ollama extraction 2026-02-28 16:31:25 -05:00
0615534f4b chore: commit all current changes 2026-02-28 15:13:21 -05:00
7c3836068f Add company analysis view with financials, price history, filings, and AI reports 2026-02-27 09:57:44 -05:00
74fee52c4e chore: commit all changes 2026-02-26 13:26:18 -05:00