Commit Graph

26 Commits

Author SHA1 Message Date
391d6d34ce Automate issuer overlay creation from ticker searches 2026-03-19 20:44:58 -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
4313058d65 Fix P0 issues in financial ingestion architecture
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- 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
ed4420b8db Add atomic task deduplication with partial unique index
- 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
2026-03-15 14:40:38 -04:00
529437c760 Stop substituting synthetic market data when providers fail
- 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
2026-03-14 23:37:12 -04:00
72bf64aeec Merge branch 't3code/company-overview-loading-cache' 2026-03-13 19:05:25 -04:00
0394f4e795 Add company overview skeleton and cache 2026-03-13 19:05:17 -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
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
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
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
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2026-03-07 09:51:18 -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
d81a681905 feat: migrate task jobs to workflow notifications + timeline 2026-03-02 14:29:31 -05:00
3f3182310b feat(financials-v2): hydrate filing statements and aggregate history 2026-03-02 09:33:58 -05:00
b55fbf0942 Auto-queue filings sync on new ticker inserts 2026-03-01 18:55:59 -05:00
74fee52c4e chore: commit all changes 2026-02-26 13:26:18 -05:00