feat: major codebase audit — 21 routers, 37 services, 12 pages fully documented

- Add missing numpy, scipy, dbnomics to requirements.txt (fixes ImportError on fresh install)
- Sync claude.md with actual codebase: §3 file structure (37 services, 21 routers),
  §5 API endpoints (92 routes), §6 frontend pages (12), §13 TODO status
- Update README.md with current architecture (92 API routes, 21 routers, 37 services),
  multi-asset overview, research grid, macro dashboard, screener+backtest,
  multi-jurisdiction filings, and 2026-03-26 changelog entry
- Add new routers: dart, edinet, fmp, macro, research
- Add new services: cache, dart_fetcher, dart_filing_service, economic_calendar,
  ecos_fetcher, edinet_filing_service, fmp_client, global_macro_quadrant,
  kpi_history_service, macro_cycle, macro_fetcher, oecd_cycle,
  peer_comparison_service, research_dashboard, smart_money_service, yield_fx_service
- Add new frontend: macro page, screener+backtest, research grid components,
  overview (Equity/ETF/Commodity), filings (SEC/DART/EDINET), error boundaries
- Remove 6 unused services: copilot_context, crypto_fetcher, fx_fetcher,
  gemini_analysis, market_data, technical_analysis
- Remove obsolete docs: .agent/, AGENT.md, ATLAS_EVALUATION.md, docs/

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
shawnkim1997
2026-03-26 21:39:07 +00:00
co-authored by Claude Opus 4.6
parent 38c56a5a43
commit 51cbaf7f8d
98 changed files with 7999 additions and 2399 deletions
@@ -13,6 +13,7 @@ from pathlib import Path
from typing import Dict, List, Optional
from bs4 import BeautifulSoup
from bs4.element import Comment, Tag
from server.services.text_chunker import clean_text_for_llm, smart_chunk
@@ -257,6 +258,194 @@ def get_main_10k_text(filing_dir: Path) -> str:
return main_text
def get_main_10k_html_path(filing_dir: Path) -> Optional[Path]:
"""Pick the largest ``.htm`` / ``.html`` file (primary 10-K document)."""
best: Optional[Path] = None
best_size = 0
for path in filing_dir.rglob("*.htm*"):
try:
sz = path.stat().st_size
if sz > best_size:
best_size = sz
best = path
except OSError:
continue
return best
def read_main_10k_html_raw(filing_dir: Path) -> str:
"""Read raw HTML from the main filing document."""
path = get_main_10k_html_path(filing_dir)
if not path:
return ""
for enc in ("utf-8", "latin-1"):
try:
return path.read_text(encoding=enc, errors="replace")
except Exception:
continue
return ""
def _strip_scripts_keep_html(html: str) -> str:
"""Remove ``<script>`` tags; keep layout/styles for readability."""
if not html or not html.strip():
return ""
try:
soup = BeautifulSoup(html, "lxml")
except Exception:
soup = BeautifulSoup(html, "html.parser")
for tag in soup.find_all("script"):
tag.decompose()
return str(soup)
# Regex bundles for DOM anchor injection (first match in document order wins).
_SEC_ITEM_INJECT_SPECS: List[tuple[str, List[re.Pattern]]] = [
("sec-item-1a", [re.compile(p, re.I) for p in ITEM1A_PATTERNS] + [re.compile(r"Item\s+1A\s*[.:]", re.I)]),
("sec-item-3", [re.compile(p, re.I) for p in ITEM3_PATTERNS] + [re.compile(r"Item\s+3\s*[.:]", re.I)]),
("sec-item-7", [re.compile(p, re.I) for p in ITEM7_PATTERNS] + [re.compile(r"Item\s+7\s*[.:]", re.I)]),
("sec-item-8", [re.compile(p, re.I) for p in ITEM8_PATTERNS] + [re.compile(r"Item\s+8\s*[.:]", re.I)]),
("sec-item-9a", [re.compile(p, re.I) for p in ITEM9A_PATTERNS] + [re.compile(r"Item\s+9A\s*[.:]", re.I)]),
]
def _sanitize_sec_html_soup(soup: BeautifulSoup) -> None:
"""Remove scripts and dangerous attributes; keep tables and inline formatting."""
for tag in soup.find_all(["script", "style", "noscript", "iframe", "object", "embed", "link"]):
tag.decompose()
for tag in soup.find_all(True):
if not isinstance(tag, Tag) or not tag.attrs:
continue
for attr in list(tag.attrs.keys()):
al = attr.lower()
if al.startswith("on"):
del tag[attr]
continue
if al == "href" and isinstance(tag.get("href"), str) and tag["href"].lower().strip().startswith(
"javascript:",
):
del tag[attr]
def _best_anchor_parent_for_text_node(text_node) -> Optional[Tag]:
"""Pick a block-level (or heading) ancestor to host ``id`` for an Item header."""
p = getattr(text_node, "parent", None)
depth = 0
fallback: Optional[Tag] = None
while p is not None and depth < 18:
if not isinstance(p, Tag):
break
name = (p.name or "").lower()
if name in ("h1", "h2", "h3", "h4", "h5", "h6"):
return p
if name in ("p", "div", "td", "th", "li", "table", "tr"):
fallback = p
elif name in ("font",) and fallback is None:
fallback = p
elif name in ("b", "strong", "span", "a", "i", "u", "em") and fallback is None:
fallback = p
if name in ("body", "html", "[document]"):
break
p = p.parent
depth += 1
return fallback
def inject_sec_item_anchor_ids(soup: BeautifulSoup) -> None:
"""Set ``id=\"sec-item-*\"`` on heading-like nodes for Item 1A, 3, 7, 8, 9A."""
assigned: set[str] = set()
for text in soup.find_all(string=True):
if isinstance(text, Comment):
continue
text_val = str(text)
if not text_val.strip():
continue
for el_id, regexes in _SEC_ITEM_INJECT_SPECS:
if el_id in assigned:
continue
if not any(rx.search(text_val) for rx in regexes):
continue
host = _best_anchor_parent_for_text_node(text)
if host is None:
continue
host["id"] = el_id
assigned.add(el_id)
break
def prepare_native_html_fragment_from_10k_raw(raw_html: str) -> str:
"""Slice Items 1A9A, sanitize, inject ``sec-item-*`` anchors, return body HTML fragment."""
if not raw_html or len(raw_html) < 100:
return ""
sliced = _slice_html_items_1a_to_9a(raw_html)
try:
soup = BeautifulSoup(sliced, "lxml")
except Exception:
soup = BeautifulSoup(sliced, "html.parser")
_sanitize_sec_html_soup(soup)
inject_sec_item_anchor_ids(soup)
if soup.body:
return soup.body.decode_contents()
return str(soup)
def inject_section_anchors(html: str) -> str:
"""Sanitize HTML and inject ``sec-item-*`` ids (DOM-preserving)."""
if not html or not html.strip():
return ""
try:
soup = BeautifulSoup(html, "lxml")
except Exception:
soup = BeautifulSoup(html, "html.parser")
_sanitize_sec_html_soup(soup)
inject_sec_item_anchor_ids(soup)
if soup.body:
return soup.body.decode_contents()
return str(soup)
def normalize_cached_html_for_native_viewer(stored: str) -> str:
"""If cache holds a legacy full document, return body inner HTML only."""
s = (stored or "").strip()
if not s:
return ""
low = s[:32].lower()
if "<!doctype" in low or (s.lower().startswith("<html") and "<body" in s.lower()):
try:
soup = BeautifulSoup(s, "lxml")
if soup.body:
return soup.body.decode_contents()
except Exception:
pass
return s
def _html_slice_cache_path(ticker: str) -> Path:
_DATA_DIR.mkdir(parents=True, exist_ok=True)
return _DATA_DIR / f"{ticker.upper()}_10k_slice.html"
def load_10k_html_slice(ticker: str) -> Optional[str]:
"""Load cached HTML fragment for native viewer (legacy full-document cache supported)."""
p = _html_slice_cache_path(ticker)
if not p.exists():
return None
try:
raw = p.read_text(encoding="utf-8", errors="replace")
except Exception:
return None
norm = normalize_cached_html_for_native_viewer(raw)
return norm if norm else None
def save_10k_html_slice(ticker: str, html: str) -> None:
"""Persist wrapped HTML next to JSON section cache."""
p = _html_slice_cache_path(ticker)
_DATA_DIR.mkdir(parents=True, exist_ok=True)
with open(p, "w", encoding="utf-8") as f:
f.write(html)
# ---------------------------------------------------------------------------
# Cache layer
# ---------------------------------------------------------------------------
@@ -324,6 +513,12 @@ def download_and_extract_all_items(ticker: str, email: str) -> Dict[str, str]:
"item8": clean_text_for_llm(item8 or ""),
}
_save_10k_to_cache(ticker, data)
raw_html = read_main_10k_html_raw(filing_dir)
if raw_html:
fragment = prepare_native_html_fragment_from_10k_raw(raw_html)
if fragment:
save_10k_html_slice(ticker, fragment)
return data