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
a58b07456e
Integrate crabrl parser into taxonomy hydration
2026-03-16 15:18:01 -04:00
4313058d65
Fix P0 issues in financial ingestion architecture
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PR Checks / typecheck-and-build (pull_request) Has been cancelled
Taxonomy Sidecar / taxonomy-sidecar (pull_request) Has been cancelled
- Wrap snapshot updates in transactions with error context for each child table
- Add sidecar retry with exponential backoff (3 attempts, 2s base, 10s max, 30% jitter)
- Add HTTP timeout (30s per request) and SEC rate limiting (10 req/s) in Rust
- Add XBRL validation with status reporting (checks root element, tag balance)
2026-03-15 16:51:32 -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
ed4420b8db
Add atomic task deduplication with partial unique index
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- Add partial unique index for active resource-scoped tasks
- Implement createTaskRunRecordAtomic for race-free task creation
- Update findOrEnqueueTask to use atomic insert first
- Add tests for concurrent task creation deduplication
2026-03-15 14:40:38 -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
7a42d73a48
Fix filing taxonomy schema mismatch by adding explicit column verification
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The filing_taxonomy_snapshot table was missing parser_engine and related columns
on databases created before the taxonomy surface sidecar migration. This caused
filing sync workflows to fail with 'table has no column named parser_engine'.
Changes:
- Add TAXONOMY_SNAPSHOT_REQUIRED_COLUMNS constant for required columns
- Add verifyCriticalSchema() to fail fast at startup if schema is incompatible
- Reorder ensureTaxonomySnapshotCompat to check table existence before column ops
- Add explicit column verification after ALTER TABLE attempts
- Add regression tests for missing column detection
Fixes #2
2026-03-15 13:15:01 -04:00
529437c760
Stop substituting synthetic market data when providers fail
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- Replace synthetic fallback in getQuote()/getPriceHistory() with null returns
- Add QuoteResult/PriceHistoryResult types with { value, stale } structure
- Implement stale-while-revalidate: return cached value with stale=true on live fetch failure
- Cache failures for 30s to avoid hammering provider
- Update CompanyAnalysis type to use PriceData<T> wrapper
- Update task-processors to track failed/stale tickers explicitly
- Update price-history-card UI to show unavailable state and stale indicator
- Add comprehensive tests for failure cases
- Add e2e tests for null data, stale data, and live data scenarios
Resolves #14
2026-03-14 23:37:12 -04:00
69b45f35e3
Make coverage filing sync explicit
2026-03-14 19:54:59 -04:00
0d6c684227
Collapse filing sync notifications into one batch surface
2026-03-14 19:32:09 -04:00
61b072d31f
Fix filings ticker scope consistency
2026-03-14 19:16:04 -04:00
b735b864d2
Fix SQLite taxonomy schema bootstrap drift
2026-03-14 19:00:29 -04:00
72bf64aeec
Merge branch 't3code/company-overview-loading-cache'
2026-03-13 19:05:25 -04:00
0394f4e795
Add company overview skeleton and cache
2026-03-13 19:05:17 -04:00
30977dc15f
Fix financial taxonomy snapshot normalization
2026-03-13 19:01:56 -04:00
b1c9c0ef08
Merge branch 't3code/ui-yahoo-finance-description'
2026-03-13 00:28:41 -04:00
61282ec380
Use Yahoo Finance company descriptions
2026-03-13 00:28:24 -04:00
1052bdfa85
Merge branch 't3code/investigate-unmapped-details'
2026-03-13 00:20:36 -04:00
e5141238fb
WIP main worktree changes before merge
2026-03-13 00:20:22 -04:00
5998066524
Fix residual detail row aggregation
2026-03-13 00:14:30 -04:00
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'
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# 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
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- 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
PR Checks / typecheck-and-build (push) Has been cancelled
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
