francy51
17de3dd72d
- 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
105 lines
3.3 KiB
JSON
105 lines
3.3 KiB
JSON
{
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"version": "fiscal-v1",
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"pack": "plan_defined_contribution",
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"surfaces": [
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{
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"surface_key": "contributions_received",
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"statement": "income",
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"label": "Contributions Received",
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"category": "surface",
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"order": 10,
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"unit": "currency",
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"rollup_policy": "aggregate_children",
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"allowed_source_concepts": [
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"us-gaap:ContributionsReceivedFromEmployersAndParticipants",
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"us-gaap:EmployerAndEmployeeContributions"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:ContributionsReceivedFromEmployersAndParticipants",
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"us-gaap:EmployerAndEmployeeContributions"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "group_all_children",
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"materiality_policy": "income_default"
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},
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{
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"surface_key": "benefits_paid",
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"statement": "income",
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"label": "Benefits Paid",
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"category": "surface",
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"order": 20,
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"unit": "currency",
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"rollup_policy": "aggregate_children",
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"allowed_source_concepts": [
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"us-gaap:BenefitPayments",
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"us-gaap:BenefitsPaidToParticipants"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:BenefitPayments",
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"us-gaap:BenefitsPaidToParticipants"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "group_all_children",
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"materiality_policy": "income_default"
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},
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{
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"surface_key": "administrative_expenses",
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"statement": "income",
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"label": "Administrative Expenses",
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"category": "surface",
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"order": 30,
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"unit": "currency",
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"rollup_policy": "aggregate_children",
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"allowed_source_concepts": [
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"us-gaap:AdministrativeExpenseOfPlan",
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"us-gaap:AdministrativeExpenses"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:AdministrativeExpenseOfPlan",
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"us-gaap:AdministrativeExpenses"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "group_all_children",
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"materiality_policy": "income_default"
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},
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{
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"surface_key": "net_assets_available_for_benefits",
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"statement": "balance",
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"label": "Net Assets Available for Benefits",
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"category": "equity",
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"order": 100,
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"unit": "currency",
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"rollup_policy": "direct_or_formula",
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"allowed_source_concepts": [
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"us-gaap:NetAssetsAvailableForBenefits"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:NetAssetsAvailableForBenefits"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "top_level_only",
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"materiality_policy": "balance_default"
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},
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{
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"surface_key": "plan_investments",
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"statement": "balance",
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"label": "Plan Investments at Fair Value",
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"category": "noncurrent_assets",
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"order": 30,
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"unit": "currency",
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"rollup_policy": "aggregate_children",
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"allowed_source_concepts": [
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"us-gaap:PlanInvestmentsAtFairValue",
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"us-gaap:FairValueOfPlanInvestments"
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],
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"allowed_authoritative_concepts": [
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"us-gaap:PlanInvestmentsAtFairValue",
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"us-gaap:FairValueOfPlanInvestments"
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],
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"formula_fallback": null,
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"detail_grouping_policy": "group_all_children",
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"materiality_policy": "balance_default"
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}
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]
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}
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