391d6d34ce
Automate issuer overlay creation from ticker searches
2026-03-19 20:44:58 -04:00
14a7773504
Add consolidated disclosure statement type
...
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
529437c760
Stop substituting synthetic market data when providers fail
...
- 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
0d6c684227
Collapse filing sync notifications into one batch surface
2026-03-14 19:32:09 -04:00
e5141238fb
WIP main worktree changes before merge
2026-03-13 00:20:22 -04:00
ba385586bc
Rebuild company overview analysis page
2026-03-12 20:39:30 -04:00
58061af006
feat(taxonomy): add rust sidecar compact surface pipeline
2026-03-12 15:23:10 -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
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
d81a681905
feat: migrate task jobs to workflow notifications + timeline
2026-03-02 14:29:31 -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
2a5b548d89
Prioritize SEC financials for 10-K/10-Q and keep other filings qualitative
2026-03-01 00:37:47 -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
7c3836068f
Add company analysis view with financials, price history, filings, and AI reports
2026-02-27 09:57:44 -05:00
74fee52c4e
chore: commit all changes
2026-02-26 13:26:18 -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
