Commit Graph

10 Commits

Author SHA1 Message Date
391d6d34ce Automate issuer overlay creation from ticker searches 2026-03-19 20:44:58 -04:00
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
a58b07456e Integrate crabrl parser into taxonomy hydration 2026-03-16 15:18:01 -04:00
d73f09c15e feat: add crabrl-fork to workspace and fix taxonomy loading
- Add crabrl-fork to workspace Cargo.toml
- Update fiscal-xbrl-core to use local crabrl-fork
- Fix SurfaceFormulaOp enum: add Divide variant
- Fix SurfaceSignTransform enum: add Absolute variant
- Implement divide_formula_values function for SurfaceFormulaOp::Divide
- Implement Absolute sign transform handler
- Fix all taxonomy_loader and related tests to pass
2026-03-15 20:32:07 -04:00
4313058d65 Fix P0 issues in financial ingestion architecture
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Taxonomy Sidecar / taxonomy-sidecar (pull_request) Has been cancelled
- 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
edf1cfb421 Format surface_mapper tests 2026-03-15 15:24:24 -04:00
24aa8e33d4 Consolidate metric definitions with Rust JSON as single source of truth
- Add core.computed.json with 32 ratio definitions (filing + market derived)
- Add Rust types for ComputedDefinition and ComputationSpec
- Create generate-taxonomy.ts to generate TypeScript from Rust JSON
- Generate lib/generated/ (gitignored) with surfaces, computed, kpis
- Update financial-metrics.ts to use generated definitions
- Add build-time generation via 'bun run generate'
- Add taxonomy architecture documentation

Two-phase ratio computation:
- Filing-derived: margins, returns, per-share, growth (Rust computes)
- Market-derived: valuation ratios (TypeScript computes with price data)

All 32 ratios defined in core.computed.json:
- Margins: gross, operating, ebitda, net, fcf
- Returns: roa, roe, roic, roce
- Financial health: debt_to_equity, net_debt_to_ebitda, cash_to_debt, current_ratio
- Per-share: revenue, fcf, book_value
- Growth: yoy metrics + 3y/5y cagr
- Valuation: market_cap, ev, p/e, p/fcf, p/b, ev/sales, ev/ebitda, ev/fcf
2026-03-15 15:22:51 -04:00
1efbffa347 Commit remaining Rust parser updates 2026-03-12 21:17:37 -04:00
7a7a78340f Expand backend financial statement parsers 2026-03-12 21:15:54 -04:00
58061af006 feat(taxonomy): add rust sidecar compact surface pipeline 2026-03-12 15:23:10 -04:00