Commit Graph

162 Commits

Author SHA1 Message Date
b39bc9eccd Refine sidebar collapsed and expanded spacing 2026-03-12 16:13:47 -04:00
df26299bdf Hide sidebar branding when collapsed 2026-03-12 15:47:22 -04:00
1b545cfffd feat(shell): add collapsible sidebar rail 2026-03-12 15:39:44 -04:00
33ce48f53c feat(financials): add compact surface UI and graphing states 2026-03-12 15:25:21 -04:00
c274f4d55b refactor(taxonomy): remove legacy parser and add rollout checks 2026-03-12 15:25:06 -04:00
58061af006 feat(taxonomy): add rust sidecar compact surface pipeline 2026-03-12 15:23:10 -04:00
f2c25fb9c6 Improve workflow error messaging 2026-03-09 23:51:37 -04:00
fa2de3e259 Improve financial statement value formatting 2026-03-09 18:58:15 -04:00
fae8c54121 Merge branch 't3code/improve-job-status-notification-details' 2026-03-09 18:54:02 -04:00
12a9741eca Improve job status notifications 2026-03-09 18:53:41 -04:00
9f972305e6 Fix annual financial selector and QCOM standardization 2026-03-09 18:50:59 -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
2f7933f4a3 Improve Coolify deploy build caching 2026-03-08 10:43:55 -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
a42622ba6e Merge branch 'codex/explore-fiscal-ai-product-flows' 2026-03-07 09:53:15 -05:00
52136271d3 Implement fiscal-style research MVP flows
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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
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
610fce8db3 Add category and tags granularity to company sync flows 2026-03-03 23:10:08 -05:00
717e747869 refactor: remove notification drawer and keep popover + detail modal 2026-03-03 23:09:24 -05:00
da2ce23bab refactor: make AI runtime z.ai-only and default to glm-5 2026-03-02 22:27:39 -05:00
812c4803f2 Add sync financials button on financials page 2026-03-02 21:29:46 -05:00
706c763dc4 refactor: move notifications to popover and simplify task timeline 2026-03-02 21:26:08 -05:00
d81a681905 feat: migrate task jobs to workflow notifications + timeline 2026-03-02 14:29:31 -05:00
36c4ed2ee2 chore(financials-v2): add statement backfill script and docs 2026-03-02 09:34:55 -05:00
cf6f26fa15 test(financials-v2): cover statement parsing and aggregation internals 2026-03-02 09:34:51 -05:00
3424a8e598 feat(financials): replace filter cards with compact extensible control bar 2026-03-02 09:34:11 -05:00
9b20448d93 feat(financials-v2): add financial statements endpoint and query plumbing 2026-03-02 09:34:05 -05:00
3f3182310b feat(financials-v2): hydrate filing statements and aggregate history 2026-03-02 09:33:58 -05:00
bcf4c69c92 feat(financials-v2): add statement snapshot schema and shared types 2026-03-02 09:33:44 -05:00
f34c4bbcee Merge codex/nav-prefetch-upgrade into main 2026-03-01 21:20:44 -05:00
76e94807e5 add gitea pr checks workflow
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2026-03-01 21:15:10 -05:00
dc84f34fe9 upgrade navigation and route prefetch responsiveness 2026-03-01 20:45:08 -05:00
d6895f185f Include maintenance scripts in runtime image 2026-03-01 19:58:32 -05:00
94a962bf8e Transpose financials tables and expose company KPI metrics 2026-03-01 19:27:06 -05:00
b8309c9969 Add K/M/B scale toggles for financial displays 2026-03-01 19:23:45 -05:00
209b650658 Add scaled number formatter for K/M/B values 2026-03-01 19:17:49 -05:00
6cef5f95ad Fix portfolio matrix right-edge overflow in fullscreen 2026-03-01 19:15:29 -05:00
01ad57973c Add one-time filing metrics backfill script 2026-03-01 19:05:53 -05:00
b55fbf0942 Auto-queue filings sync on new ticker inserts 2026-03-01 18:55:59 -05:00
856af03b39 Replace financial trend chart with financial table 2026-03-01 18:48:59 -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