Francy51/Neon-Desk
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14a7773504c045c066c7444b48ecceb218ec2644
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5 Commits

Author SHA1 Message Date
francy51
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
francy51
b735b864d2 Fix SQLite taxonomy schema bootstrap drift 2026-03-14 19:00:29 -04:00
francy51
e5141238fb WIP main worktree changes before merge 2026-03-13 00:20:22 -04:00
francy51
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
francy51
f69e5b671b Add local dev bootstrap command 2026-03-06 21:38:28 -05:00