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
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
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
b735b864d2
Fix SQLite taxonomy schema bootstrap drift
2026-03-14 19:00:29 -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
01199d489a
Add untracked chart and schema files
2026-03-13 00:11:59 -04:00
7a7a78340f
Expand backend financial statement parsers
2026-03-12 21:15:54 -04:00
c274f4d55b
refactor(taxonomy): remove legacy parser and add rollout checks
2026-03-12 15:25:06 -04:00
2f7933f4a3
Improve Coolify deploy build caching
2026-03-08 10:43:55 -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
PR Checks / typecheck-and-build (push) Has been cancelled
2026-03-07 09:51:18 -05:00
f69e5b671b
Add local dev bootstrap command
2026-03-06 21:38:28 -05:00
7dd403e814
Add Playwright e2e test suite
2026-03-06 21:08:20 -05:00
8e62c66677
Run playwright UI tests
2026-03-06 14:40:43 -05:00
36c4ed2ee2
chore(financials-v2): add statement backfill script and docs
2026-03-02 09:34:55 -05:00
01ad57973c
Add one-time filing metrics backfill script
2026-03-01 19:05:53 -05:00
