10 Commits

Author SHA1 Message Date
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
4313058d65 Fix P0 issues in financial ingestion architecture
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- Wrap snapshot updates in transactions with error context for each child table
- Add sidecar retry with exponential backoff (3 attempts, 2s base, 10s max, 30% jitter)
- Add HTTP timeout (30s per request) and SEC rate limiting (10 req/s) in Rust
- Add XBRL validation with status reporting (checks root element, tag balance)
2026-03-15 16:51:32 -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
58061af006 feat(taxonomy): add rust sidecar compact surface pipeline 2026-03-12 15:23:10 -04:00
9f972305e6 Fix annual financial selector and QCOM standardization 2026-03-09 18:50:59 -04:00
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
8e62c66677 Run playwright UI tests 2026-03-06 14:40:43 -05:00