Francy51/Neon-Desk
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391d6d34ce4e3610d8acde85d2ff4b32372557d6
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7 Commits

Author SHA1 Message Date
francy51
391d6d34ce Automate issuer overlay creation from ticker searches 2026-03-19 20:44:58 -04:00
francy51
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
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
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
francy51
a7f7be50b4 Remove legacy TypeScript financial surface mapping, make Rust JSON single source of truth 
- Delete standard-template.ts, surface.ts, materialize.ts (dead code)
- Delete financial-taxonomy.test.ts (relied on removed code)
- Add missing income statement surfaces to core.surface.json
- Add cost_of_revenue mapping to core.income-bridge.json
- Refactor standardize.ts to remove template dependency
- Simplify financial-taxonomy.ts to use only DB snapshots
- Add architecture documentation
 2026-03-15 14:38:48 -04:00
francy51
7a7a78340f Expand backend financial statement parsers 2026-03-12 21:15:54 -04:00
francy51
58061af006 feat(taxonomy): add rust sidecar compact surface pipeline 2026-03-12 15:23:10 -04:00