|
|
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 |
|
|
|
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 |
|
