Commit Graph

8 Commits

Author SHA1 Message Date
dd289968b8 Remove dead code in app and XBRL loader 2026-03-21 13:03:12 -04:00
391d6d34ce Automate issuer overlay creation from ticker searches 2026-03-19 20:44:58 -04:00
17de3dd72d Add history window controls and expand taxonomy pack support
- add 3Y/5Y/10Y financial history filtering and reorganize normalization details UI
- add new fiscal taxonomy surface/income bridge/KPI packs and update Rust taxonomy loading
- auto-detect Homebrew SQLite for native `sqlite-vec` in local dev/e2e with docs and env guidance
2026-03-18 23:40:28 -04:00
24aa8e33d4 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
2026-03-15 15:22:51 -04:00
a7f7be50b4 Remove legacy TypeScript financial surface mapping, make Rust JSON single source of truth
- 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
a46777619a Add design system documentation 2026-03-13 15:00:17 -04:00
2987ac06fa remove legacy backend stack and stale deployment docs after rebuild 2026-02-23 23:43:33 -05:00
04e5caf4e1 feat: rebuild fiscal clone architecture and harden coolify deployment 2026-02-23 21:10:39 -05:00