Commit Graph

17 Commits

Author SHA1 Message Date
dd289968b8 Remove dead code in app and XBRL loader 2026-03-21 13:03:12 -04:00
249131ec00 Fix MSFT expense normalization fallback 2026-03-21 01:35:49 -04:00
3e09e38dfa Attempting to fix the Taxonomy. Stashing changes so far for worktree merge 2026-03-21 00:52:54 -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
ea130d3299 Vendor crabrl-fork source and remove submodule linkage
- Replace `rust/crabrl-fork` gitlink with tracked source files
- Add workspace notes documenting why the fork is vendored
- Update ignore rules for vendored fork build artifacts
2026-03-17 19:55:38 -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
a58b07456e Integrate crabrl parser into taxonomy hydration 2026-03-16 15:18:01 -04:00
cf084793ed chore: update crabrl-fork submodule with workspace fix 2026-03-15 20:57:24 -04:00
d73f09c15e feat: add crabrl-fork to workspace and fix taxonomy loading
- Add crabrl-fork to workspace Cargo.toml
- Update fiscal-xbrl-core to use local crabrl-fork
- Fix SurfaceFormulaOp enum: add Divide variant
- Fix SurfaceSignTransform enum: add Absolute variant
- Implement divide_formula_values function for SurfaceFormulaOp::Divide
- Implement Absolute sign transform handler
- Fix all taxonomy_loader and related tests to pass
2026-03-15 20:32:07 -04:00
4313058d65 Fix P0 issues in financial ingestion architecture
Some checks failed
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
edf1cfb421 Format surface_mapper tests 2026-03-15 15:24:24 -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
1efbffa347 Commit remaining Rust parser updates 2026-03-12 21:17:37 -04:00
7a7a78340f Expand backend financial statement parsers 2026-03-12 21:15:54 -04:00
58061af006 feat(taxonomy): add rust sidecar compact surface pipeline 2026-03-12 15:23:10 -04:00