Commit Graph

18 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
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
30977dc15f Fix financial taxonomy snapshot normalization 2026-03-13 19:01:56 -04:00
58061af006 feat(taxonomy): add rust sidecar compact surface pipeline 2026-03-12 15:23:10 -04:00
12a9741eca Improve job status notifications 2026-03-09 18:53:41 -04:00
e20aba998b Add search and RAG workspace flows 2026-03-07 20:34:00 -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
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
da2ce23bab refactor: make AI runtime z.ai-only and default to glm-5 2026-03-02 22:27:39 -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
2a5b548d89 Prioritize SEC financials for 10-K/10-Q and keep other filings qualitative 2026-03-01 00:37:47 -05:00
a09001501e Implement dual-model filing pipeline with Ollama extraction 2026-02-28 16:31:25 -05:00
b9f3b7f9d0 Migrate AI runtime to SDK and hardcode Zhipu coding endpoint 2026-02-28 13:59:00 -05:00
74fee52c4e chore: commit all changes 2026-02-26 13:26:18 -05:00