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shawnkim1997andClaude Opus 4.6
51cbaf7f8d
- 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>
114 lines
3.9 KiB
Python
114 lines
3.9 KiB
Python
"""SEC EDGAR router -- 10-K section download, cache lookup, and comparison."""
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from fastapi import APIRouter, HTTPException, Query
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from server.models.schemas import (
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EdgarSectionsResponse,
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Item7Response,
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CompareResponse,
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)
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router = APIRouter()
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@router.get(
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"/sections/{ticker}",
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response_model=EdgarSectionsResponse,
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summary="Get 10-K sections (cached or download)",
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)
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async def get_sections(
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ticker: str,
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email: str = Query(..., description="SEC EDGAR fair-access email"),
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include_html: bool = Query(
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False,
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description="Include original HTML (with section anchors) for iframe viewing",
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),
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):
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"""Return cleaned Item 1A, 3, 7, 8, 9A texts for *ticker*.
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If the sections are already cached locally the download is skipped.
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When *include_html* is true, the response includes ``html`` (wrapped 10-K
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slice with ``id=atlas-item7`` etc. for in-page scrolling).
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"""
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try:
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from server.services.sec_parser import (
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download_and_extract_all_items,
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get_10k_sections,
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load_10k_html_slice,
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)
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sections, status = get_10k_sections(ticker.upper(), email)
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html_payload = ""
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if include_html:
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html_payload = load_10k_html_slice(ticker.upper()) or ""
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if not html_payload:
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sections = download_and_extract_all_items(ticker.upper(), email)
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status = "downloaded"
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html_payload = load_10k_html_slice(ticker.upper()) or ""
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return EdgarSectionsResponse(
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status=status,
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item1a=sections.get("item1a", ""),
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item3=sections.get("item3", ""),
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item7=sections.get("item7", ""),
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item8=sections.get("item8", ""),
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item9a=sections.get("item9a", ""),
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html=html_payload,
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)
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except FileNotFoundError as exc:
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raise HTTPException(status_code=404, detail=str(exc)) from exc
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except ValueError as exc:
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raise HTTPException(status_code=422, detail=str(exc)) from exc
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except Exception as exc:
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raise HTTPException(status_code=500, detail=f"EDGAR download failed: {exc}") from exc
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@router.get(
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"/item7/{ticker}",
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response_model=Item7Response,
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summary="Get Item 7 (MD&A) text",
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)
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async def get_item7(
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ticker: str,
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email: str = Query(..., description="SEC EDGAR fair-access email"),
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):
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"""Return only the Item 7 Management Discussion & Analysis text."""
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try:
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from server.services.sec_parser import download_and_extract_item7_and_1a
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_, _item1a, item7 = download_and_extract_item7_and_1a(ticker.upper(), email)
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return Item7Response(item7=item7)
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except FileNotFoundError as exc:
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raise HTTPException(status_code=404, detail=str(exc)) from exc
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except Exception as exc:
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raise HTTPException(status_code=500, detail=f"Item 7 extraction failed: {exc}") from exc
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@router.get(
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"/compare/{ticker}",
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response_model=CompareResponse,
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summary="Latest vs 3-year-ago Item 7 comparison",
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)
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async def compare_item7(
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ticker: str,
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email: str = Query(..., description="SEC EDGAR fair-access email"),
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):
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"""Download up to 5 10-Ks and return the latest and 3-year-ago Item 7 for
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comparative analysis. Also returns the latest Item 1A.
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"""
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try:
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from server.services.sec_parser import download_item7_latest_and_3y_ago
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item1a, item7_latest, item7_3y_ago, has_comparison = (
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download_item7_latest_and_3y_ago(ticker.upper(), email)
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)
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return CompareResponse(
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item1a_latest=item1a or "",
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item7_latest=item7_latest or "",
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item7_3y_ago=item7_3y_ago,
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has_comparison=has_comparison,
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)
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except FileNotFoundError as exc:
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raise HTTPException(status_code=404, detail=str(exc)) from exc
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except Exception as exc:
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raise HTTPException(status_code=500, detail=f"Comparison failed: {exc}") from exc
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