- 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
The rust binary built with a cache mount wasn't available for COPY
because cache mounts are ephemeral. Copy the binary to a persistent
location within the same RUN command while the mount is accessible.
- 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
- 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>
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.
- 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
- 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)
- Add partial unique index for active resource-scoped tasks
- Implement createTaskRunRecordAtomic for race-free task creation
- Update findOrEnqueueTask to use atomic insert first
- Add tests for concurrent task creation deduplication
The filing_taxonomy_snapshot table was missing parser_engine and related columns
on databases created before the taxonomy surface sidecar migration. This caused
filing sync workflows to fail with 'table has no column named parser_engine'.
Changes:
- Add TAXONOMY_SNAPSHOT_REQUIRED_COLUMNS constant for required columns
- Add verifyCriticalSchema() to fail fast at startup if schema is incompatible
- Reorder ensureTaxonomySnapshotCompat to check table existence before column ops
- Add explicit column verification after ALTER TABLE attempts
- Add regression tests for missing column detection
Fixes#2
- Replace synthetic fallback in getQuote()/getPriceHistory() with null returns
- Add QuoteResult/PriceHistoryResult types with { value, stale } structure
- Implement stale-while-revalidate: return cached value with stale=true on live fetch failure
- Cache failures for 30s to avoid hammering provider
- Update CompanyAnalysis type to use PriceData<T> wrapper
- Update task-processors to track failed/stale tickers explicitly
- Update price-history-card UI to show unavailable state and stale indicator
- Add comprehensive tests for failure cases
- Add e2e tests for null data, stale data, and live data scenarios
Resolves#14
Remove the decorative grid background layer from both the main app shell
and authentication shell to create a cleaner, more minimal UI appearance.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Enhance the company analysis overview page with better data presentation
and visual design:
- Fix business description display by filtering raw API data artifacts
- Improve metadata layout with consolidated single-line format
- Fix price chart Y-axis scaling to auto-scale to data range
- Replace 'n/a' with cleaner em dash (—) for empty states
- Add visual indicators and color-coded backgrounds to bull/bear sections
- Improve empty state messaging with centered icons
These changes improve information density, visual hierarchy, and overall
user experience across the analysis page.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
