Files

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

2.8 KiB

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Taxonomy Pack Authoring

Pack Catalog

Active non-core fiscal packs:

bank_lender
insurance
reit_real_estate
broker_asset_manager
agriculture
contractors_construction
contractors_federal_government
development_stage
entertainment_broadcasters
entertainment_cable_television
entertainment_casinos
entertainment_films
entertainment_music
extractive_mining
mortgage_banking
title_plant
franchisors
not_for_profit
plan_defined_benefit
plan_defined_contribution
plan_health_welfare
real_estate_general
real_estate_common_interest
real_estate_retail_land
real_estate_time_sharing
software
steamship

Required Files

Every non-core pack needs three files:

rust/taxonomy/fiscal/v1/<pack>.surface.json
rust/taxonomy/fiscal/v1/<pack>.income-bridge.json
rust/taxonomy/fiscal/v1/kpis/<pack>.kpis.json

Pack-specific *.computed.json files are optional. If a pack does not define one, the runtime falls back to core.computed.json.

Surface Rules

Use snake_case surface_key values.
Normalize categories to the existing runtime vocabulary such as current_assets, noncurrent_assets, current_liabilities, noncurrent_liabilities, equity, surface, and derived.
Prefer canonical us-gaap: concept names in both allowed_source_concepts and allowed_authoritative_concepts.
Use aggregate_children plus group_all_children for rows expected to absorb child detail.
Use direct_only for balance-sheet totals such as total_assets, total_liabilities, and total_equity.
Keep labels in repo house style and American spelling.

Bridge Rules

Start from core.income-bridge.json and override only rows whose economics differ for the pack.
Override revenue for every non-core pack.
Only derive gross_profit for packs with a real cost-of-revenue pair.
Mark gross_profit as not_meaningful when the pack does not present a stable gross-profit concept.
Override operating_expenses only with pack-specific expense buckets.
Use warning codes that match the existing pattern, for example gross_profit_not_meaningful_<pack> or revenue_formula_derived.

Classifier Precedence

The runtime classifier is conservative and requires a pack-unique primary concept plus secondary support. Specific overlaps are resolved in this order:

contractors_federal_government over contractors_construction
mortgage_banking over bank_lender
title_plant over insurance
real_estate_time_sharing over real_estate_retail_land over real_estate_common_interest over real_estate_general
reit_real_estate remains separate and should win only on lease / investment-property signatures

If a filing is ambiguous after scoring, it stays on core.

2.8 KiB Raw Blame History