Commit Graph

46 Commits

Author SHA1 Message Date
01199d489a Add untracked chart and schema files 2026-03-13 00:11:59 -04:00
ba385586bc Rebuild company overview analysis page 2026-03-12 20:39:30 -04:00
b9a1d8ba40 Fix sidebar hydration flash 2026-03-12 16:29:28 -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
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
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
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
cf6f26fa15 test(financials-v2): cover statement parsing and aggregation internals 2026-03-02 09:34:51 -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
dc84f34fe9 upgrade navigation and route prefetch responsiveness 2026-03-01 20:45:08 -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
b55fbf0942 Auto-queue filings sync on new ticker inserts 2026-03-01 18:55:59 -05:00
2a5b548d89 Prioritize SEC financials for 10-K/10-Q and keep other filings qualitative 2026-03-01 00:37:47 -05:00
953d7c0099 Fix AI workflow retry loops and improve fallback handling 2026-02-28 22:01:07 -05:00
a09001501e Implement dual-model filing pipeline with Ollama extraction 2026-02-28 16:31:25 -05:00
0615534f4b chore: commit all current changes 2026-02-28 15:13:21 -05:00
a53a5222c1 Remove OpenClaw fallback compatibility 2026-02-28 15:05:46 -05:00
b9f3b7f9d0 Migrate AI runtime to SDK and hardcode Zhipu coding endpoint 2026-02-28 13:59:00 -05:00
73d9ccafd6 Support Nginx-authenticated OpenClaw and fix workflow retry start context 2026-02-27 11:42:50 -05:00
7c3836068f Add company analysis view with financials, price history, filings, and AI reports 2026-02-27 09:57:44 -05:00
e7320f3bdb Fix task poller callback staleness and normalize filings query 2026-02-27 01:03:59 -05:00
f2ac1c426e Migrate stack to SQLite and set Coolify defaults 2026-02-26 15:45:22 -05:00
74fee52c4e chore: commit all changes 2026-02-26 13:26:18 -05:00
ae9f081f90 simplify better-auth integration in elysia routes 2026-02-24 21:04:06 -05:00
0ab464f910 Use Drizzle adapter and Drizzle CLI auth migrations 2026-02-24 16:21:03 -05:00
44bc53820f Fix Postgres Better Auth migration index SQL 2026-02-24 15:44:09 -05:00
52a4ab38d3 implement better-auth auth with postgres and route protection 2026-02-24 13:32:43 -05:00
168c05cb71 flatten app to repo root and update docker deployment for single-stack runtime 2026-02-24 00:25:03 -05:00