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.
1.4 KiB
AGENTS.md
Task Completion Requirements
- All of
bun fmt,bun lint, andbun typecheckmust pass before considering tasks completed. - NEVER run
bun test. Always usebun run test(runs Vitest). - Always use the tea CLI for repository actions.
Project Snapshot
Neon Code is a comprehensive portfolio management and equity research platform. It helps analysts manage their portfolio, organize research and view individual stocks.
This repository is a VERY EARLY WIP. Proposing sweeping changes that improve long-term maintainability is encouraged.
Core Priorities
- Performance first.
- Reliability first.
- Keep behavior predictable under load and during failures (session restarts, reconnects, partial streams).
If a tradeoff is required, choose correctness and robustness over short-term convenience.
Maintainability
Long term maintainability is a core priority. If you add new functionality, first check if there are shared logic that can be extracted to a separate module. Duplicate logic across multiple files is a code smell and should be avoided. Don't be afraid to change existing code. Don't take shortcuts by just adding local logic to solve a problem.
Documentation
Documentation should be located in /doc folder. Make sure that the docs are up to date and ensure that robust architecture and strong coding patterns are propagated throughout.