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24aa8e33d4
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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
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2026-03-15 15:22:51 -04:00 |
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e5141238fb
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WIP main worktree changes before merge
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2026-03-13 00:20:22 -04:00 |
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c274f4d55b
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refactor(taxonomy): remove legacy parser and add rollout checks
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2026-03-12 15:25:06 -04:00 |
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c3f3c3d5a9
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Refresh app theme and update dependencies
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2026-03-08 11:09:36 -04:00 |
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2f7933f4a3
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Improve Coolify deploy build caching
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2026-03-08 10:43:55 -04:00 |
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7a70545f09
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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
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2026-03-07 20:39:49 -05:00 |
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e20aba998b
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Add search and RAG workspace flows
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2026-03-07 20:34:00 -05:00 |
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62bacdf104
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Add research workspace and graphing flows
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2026-03-07 16:52:35 -05:00 |
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db01f207a5
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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
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2026-03-07 15:16:35 -05:00 |
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f69e5b671b
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Add local dev bootstrap command
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2026-03-06 21:38:28 -05:00 |
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7dd403e814
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Add Playwright e2e test suite
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2026-03-06 21:08:20 -05:00 |
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8e62c66677
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Run playwright UI tests
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2026-03-06 14:40:43 -05:00 |
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da2ce23bab
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refactor: make AI runtime z.ai-only and default to glm-5
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2026-03-02 22:27:39 -05:00 |
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d81a681905
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feat: migrate task jobs to workflow notifications + timeline
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2026-03-02 14:29:31 -05:00 |
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36c4ed2ee2
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chore(financials-v2): add statement backfill script and docs
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2026-03-02 09:34:55 -05:00 |
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dc84f34fe9
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upgrade navigation and route prefetch responsiveness
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2026-03-01 20:45:08 -05:00 |
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01ad57973c
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Add one-time filing metrics backfill script
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2026-03-01 19:05:53 -05:00 |
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a09001501e
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Implement dual-model filing pipeline with Ollama extraction
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2026-02-28 16:31:25 -05:00 |
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b9f3b7f9d0
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Migrate AI runtime to SDK and hardcode Zhipu coding endpoint
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2026-02-28 13:59:00 -05:00 |
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f2ac1c426e
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Migrate stack to SQLite and set Coolify defaults
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2026-02-26 15:45:22 -05:00 |
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74fee52c4e
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chore: commit all changes
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2026-02-26 13:26:18 -05:00 |
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0ab464f910
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Use Drizzle adapter and Drizzle CLI auth migrations
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2026-02-24 16:21:03 -05:00 |
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11eeafafef
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Migrate API to Elysia and switch runtime to Bun
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2026-02-24 15:50:40 -05:00 |
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52a4ab38d3
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implement better-auth auth with postgres and route protection
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2026-02-24 13:32:43 -05:00 |
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fd168f607c
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upgrade dependencies and docker builds to npm latest
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2026-02-24 11:20:18 -05:00 |
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168c05cb71
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flatten app to repo root and update docker deployment for single-stack runtime
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2026-02-24 00:25:03 -05:00 |
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