3 Commits

Author	SHA1	Message	Date
francy51	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
francy51	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
francy51	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