Commit Graph

25 Commits

Author SHA1 Message Date
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
ba385586bc Rebuild company overview analysis page 2026-03-12 20:39:30 -04:00
33ce48f53c feat(financials): add compact surface UI and graphing states 2026-03-12 15:25:21 -04:00
fa2de3e259 Improve financial statement value formatting 2026-03-09 18:58:15 -04:00
1a18ac825d Merge branch 't3code/clean-flat-ui-layout' 2026-03-08 22:48:45 -04:00
c3f3c3d5a9 Refresh app theme and update dependencies 2026-03-08 11:09:36 -04:00
21246df434 Flatten dashboard sections and emphasize data regions 2026-03-08 10:38:27 -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
8b1fff4130 Implement dual-surface financials and db bootstrap 2026-03-06 16:24:56 -05:00
8e62c66677 Run playwright UI tests 2026-03-06 14:40:43 -05:00
812c4803f2 Add sync financials button on financials page 2026-03-02 21:29:46 -05:00
3424a8e598 feat(financials): replace filter cards with compact extensible control bar 2026-03-02 09:34:11 -05:00
dc84f34fe9 upgrade navigation and route prefetch responsiveness 2026-03-01 20:45:08 -05:00
b8309c9969 Add K/M/B scale toggles for financial displays 2026-03-01 19:23:45 -05:00
75408f8559 Focus financial views on quarter/FY ends and add period filters 2026-03-01 18:43:48 -05:00
2a5b548d89 Prioritize SEC financials for 10-K/10-Q and keep other filings qualitative 2026-03-01 00:37:47 -05:00
3cc085e583 Add financials page and navigation links 2026-02-28 22:00:11 -05:00