14a7773504
Add consolidated disclosure statement type
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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
24aa8e33d4
Consolidate metric definitions with Rust JSON as single source of truth
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- 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
2026-03-15 15:22:51 -04:00
a7f7be50b4
Remove legacy TypeScript financial surface mapping, make Rust JSON single source of truth
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- Delete standard-template.ts, surface.ts, materialize.ts (dead code)
- Delete financial-taxonomy.test.ts (relied on removed code)
- Add missing income statement surfaces to core.surface.json
- Add cost_of_revenue mapping to core.income-bridge.json
- Refactor standardize.ts to remove template dependency
- Simplify financial-taxonomy.ts to use only DB snapshots
- Add architecture documentation
2026-03-15 14:38:48 -04:00
