Francy51
  • Joined on 2026-02-16
Francy51 commented on issue Francy51/Neon-Desk#25 2026-03-15 17:18:57 +00:00
[BUG] Cash flow statement items appearing as unmapped

Update: Root Cause Analysis

The Rust sidecar IS being used. Cash flow definitions ARE in rust/taxonomy/fiscal/v1/core.surface.json (lines 883-1527).

Current Coverage:

The cash flow…

Francy51 commented on issue Francy51/Neon-Desk#24 2026-03-15 17:18:30 +00:00
[BUG] Balance sheet display order incorrect - should be Assets, Liabilities, Equity

Update: Root Cause Analysis

The Rust sidecar IS being used. The balance sheet order IS correctly defined in rust/taxonomy/fiscal/v1/core.surface.json.

Current Order (from core.surfac…

Francy51 commented on issue Francy51/Neon-Desk#23 2026-03-15 17:18:13 +00:00
[BUG] Financial ratios and KPIs appearing in wrong sections

Update: Root Cause Analysis

The Rust sidecar IS being used. The issue is in how KPIs and ratios are surfaced.

Current Architecture:

From rust/taxonomy/fiscal/v1/kpis/core.kpis.json

Francy51 commented on issue Francy51/Neon-Desk#22 2026-03-15 17:17:53 +00:00
[BUG] Tax-related line items appearing as unmapped

Update: Root Cause Analysis

The Rust sidecar IS being used. Tax items are mapped via rust/taxonomy/fiscal/v1/core.income-bridge.json.

Current Tax Mapping:

From `core.income-bridge.js…

Francy51 commented on issue Francy51/Neon-Desk#21 2026-03-15 17:17:39 +00:00
[BUG] Missing Cost of Sales/COGS row in income statement display

Root Cause Found

cost_of_revenue surface is MISSING from rust/taxonomy/fiscal/v1/core.surface.json!

Evidence:

  1. cost_of_revenue is referenced in core.income-bridge.json
Francy51 commented on issue Francy51/Neon-Desk#20 2026-03-15 17:17:23 +00:00
[BUG] Duplicate rows: Operating expenses appearing both mapped and unmapped (e.g., Advertising Expense)

Update: Root Cause Analysis

The Rust sidecar IS being used and IS authoritative.

Data Flow Confirmed:

Rust fiscal-xbrl CLI
    ↓ (spawns via Bun.spawn)
lib/server/taxonomy/parser-…
Francy51 closed issue Francy51/Neon-Desk#2 2026-03-15 17:15:23 +00:00
Fix filing taxonomy persistence schema mismatch that breaks sync and overview loading
Francy51 pushed to main at Francy51/Neon-Desk 2026-03-15 17:15:23 +00:00
7a42d73a48 Fix filing taxonomy schema mismatch by adding explicit column verification
Francy51 opened issue Francy51/Neon-Desk#26 2026-03-15 17:06:13 +00:00
[ARCH] Financial statement mapping has two parallel implementations (Rust + TypeScript)
Francy51 opened issue Francy51/Neon-Desk#25 2026-03-15 17:04:09 +00:00
[BUG] Cash flow statement items appearing as unmapped
Francy51 opened issue Francy51/Neon-Desk#24 2026-03-15 17:03:53 +00:00
[BUG] Balance sheet display order incorrect - should be Assets, Liabilities, Equity
Francy51 opened issue Francy51/Neon-Desk#23 2026-03-15 17:03:34 +00:00
[BUG] Financial ratios and KPIs appearing in wrong sections
Francy51 opened issue Francy51/Neon-Desk#22 2026-03-15 17:03:16 +00:00
[BUG] Tax-related line items appearing as unmapped
Francy51 opened issue Francy51/Neon-Desk#21 2026-03-15 17:02:57 +00:00
[BUG] Missing Cost of Sales/COGS row in income statement display
Francy51 opened issue Francy51/Neon-Desk#20 2026-03-15 17:02:34 +00:00
[BUG] Duplicate rows: Operating expenses appearing both mapped and unmapped (e.g., Advertising Expense)
Francy51 closed issue Francy51/Neon-Desk#15 2026-03-15 16:26:14 +00:00
Make resource-scoped task deduplication atomic
Francy51 commented on issue Francy51/Neon-Desk#15 2026-03-15 16:26:09 +00:00
Make resource-scoped task deduplication atomic

Fixed via:

  • Added partial unique index task_active_resource_uidx on (user_id, task_type, resource_key) WHERE status IN ('queued', 'running')
  • Added createTaskRunRecordAtomic() with…
Francy51 commented on issue Francy51/Neon-Desk#15 2026-03-15 16:25:58 +00:00
Make resource-scoped task deduplication atomic

{"body":"Fixed via:

  • Added partial unique index task_active_resource_uidx on (user_id, task_type, resource_key) WHERE status IN ('queued', 'running')
  • Added createTaskRunRecordAtomic() with…
Francy51 closed issue Francy51/Neon-Desk#14 2026-03-15 03:53:24 +00:00
Stop substituting synthetic market data when live quote/history providers fail
Francy51 pushed to main at Francy51/Neon-Desk 2026-03-15 03:53:24 +00:00
529437c760 Stop substituting synthetic market data when providers fail