@chadwin/sdk 0.1.0 → 0.2.0

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Files changed (7) hide show
  1. package/dist/index.cjs +8 -0
  2. package/dist/index.cjs.map +1 -1
  3. package/dist/index.d.cts +108 -2
  4. package/dist/index.d.ts +108 -2
  5. package/dist/index.js +8 -0
  6. package/dist/index.js.map +1 -1
  7. package/package.json +1 -1
package/dist/index.cjs CHANGED
@@ -562,6 +562,14 @@ var InstitutionalManagers = class {
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  this.transport = transport;
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  }
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  transport;
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+ search({
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+ query
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+ }) {
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+ return this.transport.request({
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+ path: ["v1", "institutional-holdings", "managers", "search"],
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+ query: { query }
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+ });
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+ }
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  list({
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  cik,
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  form13fFileNumber,
package/dist/index.cjs.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"sources":["../src/index.ts","../src/error.ts","../src/promise.ts","../src/internal/transport.ts","../src/resources/feeds.ts","../src/resources/products.ts","../src/client.ts"],"sourcesContent":["export { Chadwin, type ClientOptions } from \"./client\";\nexport { APIError } from \"./error\";\nexport type { PromiseWithResponse } from \"./promise\";\nexport type {\n CompanyReportFeedFilters,\n CompanyReportForm,\n InsiderActivityFeedFilters,\n InsiderActivityForm,\n InsiderTransactionCode,\n InsiderTransactionFeedFilters,\n InstitutionalFilingFeedFilters,\n InstitutionalFilingForm,\n InstitutionalHolding,\n InstitutionalManager,\n InstitutionalPosition,\n} from \"./types\";\n","export interface APIErrorOptions {\n status?: number;\n code?: string;\n headers?: Headers;\n}\n\nexport class APIError extends Error {\n readonly status: number | undefined;\n readonly code: string | undefined;\n readonly headers: Headers | undefined;\n\n constructor(message: string, options: APIErrorOptions = {}) {\n super(message);\n this.name = \"APIError\";\n this.status = options.status;\n this.code = options.code;\n this.headers = options.headers;\n }\n}\n","export interface PromiseWithResponse<T> extends Promise<T> {\n withResponse(): Promise<{ data: T; response: Response }>;\n}\n\nexport function createPromiseWithResponse<T>(\n response: Promise<{ data: T; response: Response }>,\n): PromiseWithResponse<T> {\n const promise = response.then(({ data }) => data) as PromiseWithResponse<T>;\n\n Object.defineProperty(promise, \"withResponse\", {\n value: () => response,\n });\n\n // A caller may consume only withResponse(). Mark this branch as handled while\n // preserving the original rejection for ordinary await and Promise chaining.\n void promise.catch(() => undefined);\n return promise;\n}\n","import { APIError } from \"../error\";\nimport {\n createPromiseWithResponse,\n type PromiseWithResponse,\n} from \"../promise\";\n\nexport const ATTEMPT_TIMEOUT_MS = 30_000;\nexport const MAX_RETRIES = 2;\nexport const BASE_RETRY_DELAY_MS = 250;\nexport const MAX_RETRY_DELAY_MS = 30_000;\n\nconst PRODUCTION_BASE_URL = \"https://api.chadwin.co\";\nconst INVALID_BASE_URL_MESSAGE =\n \"baseURL must be an HTTP or HTTPS URL without credentials, a query, or a fragment\";\nconst SAFE_ERROR_CODE = /^[a-z][a-z0-9_]{0,63}$/;\n\ntype QueryScalar = boolean | number | string;\n\nexport type QueryValue =\n | QueryScalar\n | readonly QueryScalar[]\n | null\n | undefined;\n\nexport interface TransportRequest {\n path: readonly string[];\n query?: Readonly<Record<string, QueryValue>>;\n responseType?: \"json\" | \"text\";\n}\n\ninterface HttpTransportOptions {\n apiKey: string;\n baseURL?: string;\n fetch?: typeof fetch;\n}\n\ninterface AttemptErrorResponse {\n code: string | undefined;\n response: Response;\n}\n\nclass AttemptFailure extends Error {\n constructor(readonly timedOut: boolean) {\n super(timedOut ? \"Request timed out\" : \"Network request failed\");\n }\n}\n\nexport class HttpTransport {\n readonly #apiKey: string;\n readonly #fetch: typeof fetch;\n readonly #baseURL: URL;\n\n constructor(options: HttpTransportOptions) {\n this.#apiKey = options.apiKey;\n this.#baseURL = normalizeBaseURL(options.baseURL ?? PRODUCTION_BASE_URL);\n this.#fetch = options.fetch ?? ((input, init) => globalThis.fetch(input, init));\n }\n\n request<T>(request: TransportRequest): PromiseWithResponse<T> {\n return createPromiseWithResponse(this.#performRequest<T>(request));\n }\n\n async #performRequest<T>(\n request: TransportRequest,\n ): Promise<{ data: T; response: Response }> {\n const url = buildUrl(this.#baseURL, request);\n let lastFailureWasTimeout = false;\n\n for (let attempt = 0; attempt <= MAX_RETRIES; attempt += 1) {\n let result: { data: T; response: Response } | AttemptErrorResponse;\n try {\n result = await this.#attempt<T>(url, request.responseType ?? \"json\");\n } catch (error) {\n if (error instanceof APIError) {\n throw error;\n }\n if (!(error instanceof AttemptFailure)) {\n throw new APIError(\"API request failed\");\n }\n lastFailureWasTimeout = error.timedOut;\n if (attempt === MAX_RETRIES) {\n throw new APIError(\n lastFailureWasTimeout\n ? \"API request timed out\"\n : \"API request failed\",\n );\n }\n await wait(backoffDelay(attempt));\n continue;\n }\n\n if (\"data\" in result) {\n return result;\n }\n\n if (shouldRetry(result.response.status, result.code) && attempt < MAX_RETRIES) {\n await wait(retryDelay(result.response, attempt));\n continue;\n }\n\n throw errorFromResponse(result.response, result.code, this.#apiKey);\n }\n\n throw new APIError(\n lastFailureWasTimeout ? \"API request timed out\" : \"API request failed\",\n );\n }\n\n async #attempt<T>(\n url: URL,\n responseType: \"json\" | \"text\",\n ): Promise<{ data: T; response: Response } | AttemptErrorResponse> {\n const controller = new AbortController();\n let timedOut = false;\n const timeout = setTimeout(() => {\n timedOut = true;\n controller.abort();\n }, ATTEMPT_TIMEOUT_MS);\n\n try {\n let response: Response;\n try {\n response = await this.#fetch(url, {\n headers: {\n authorization: `Bearer ${this.#apiKey}`,\n },\n method: \"GET\",\n signal: controller.signal,\n });\n } catch {\n throw new AttemptFailure(timedOut);\n }\n\n if (!response.ok) {\n return {\n code: await readErrorCode(response, this.#apiKey),\n response,\n };\n }\n\n try {\n const data =\n responseType === \"text\"\n ? await response.text()\n : await response.json();\n return { data: data as T, response };\n } catch (error) {\n if (responseType === \"json\" && error instanceof SyntaxError) {\n throw new APIError(\"API returned an invalid JSON response\", {\n headers: safeErrorHeaders(response.headers, this.#apiKey),\n status: response.status,\n });\n }\n throw new APIError(\"API returned an invalid response body\", {\n headers: safeErrorHeaders(response.headers, this.#apiKey),\n status: response.status,\n });\n }\n } finally {\n clearTimeout(timeout);\n }\n }\n}\n\nfunction normalizeBaseURL(value: string) {\n let url: URL;\n try {\n url = new URL(value);\n } catch {\n throw new TypeError(INVALID_BASE_URL_MESSAGE);\n }\n if (\n (url.protocol !== \"http:\" && url.protocol !== \"https:\") ||\n url.username ||\n url.password ||\n url.href !== `${url.origin}${url.pathname}`\n ) {\n throw new TypeError(INVALID_BASE_URL_MESSAGE);\n }\n url.pathname = `${url.pathname.replace(/\\/+$/, \"\")}/`;\n return url;\n}\n\nfunction buildUrl(baseURL: URL, request: TransportRequest) {\n const path = request.path.map((segment) => encodeURIComponent(segment)).join(\"/\");\n const url = new URL(path, baseURL);\n for (const [key, value] of Object.entries(request.query ?? {})) {\n if (value === undefined || value === null) continue;\n const values = Array.isArray(value) ? value : [value];\n for (const entry of values) {\n url.searchParams.append(key, String(entry));\n }\n }\n return url;\n}\n\nasync function readErrorCode(response: Response, apiKey: string) {\n try {\n const body: unknown = await response.json();\n if (\n body !== null &&\n typeof body === \"object\" &&\n \"error\" in body &&\n typeof body.error === \"string\" &&\n body.error !== apiKey &&\n SAFE_ERROR_CODE.test(body.error)\n ) {\n return body.error;\n }\n } catch {\n // A missing or malformed error body falls back to the HTTP status.\n }\n return undefined;\n}\n\nfunction shouldRetry(status: number, code: string | undefined) {\n if (code === \"billing_period_quota_exceeded\") return false;\n return (\n code === \"rate_limited\" ||\n status === 502 ||\n status === 503 ||\n status === 504\n );\n}\n\nfunction retryDelay(response: Response, retry: number) {\n const retryAfter = response.headers.get(\"retry-after\");\n if (retryAfter === null) return backoffDelay(retry);\n\n const seconds = Number(retryAfter);\n if (Number.isFinite(seconds) && seconds >= 0) {\n return Math.min(seconds * 1_000, MAX_RETRY_DELAY_MS);\n }\n\n const date = Date.parse(retryAfter);\n if (!Number.isNaN(date)) {\n return Math.min(Math.max(0, date - Date.now()), MAX_RETRY_DELAY_MS);\n }\n\n return backoffDelay(retry);\n}\n\nfunction backoffDelay(retry: number) {\n return Math.min(BASE_RETRY_DELAY_MS * 2 ** retry, MAX_RETRY_DELAY_MS);\n}\n\nfunction wait(milliseconds: number) {\n return new Promise<void>((resolve) => setTimeout(resolve, milliseconds));\n}\n\nfunction errorFromResponse(\n response: Response,\n code: string | undefined,\n apiKey: string,\n) {\n const suffix = code ? ` (${code})` : \"\";\n return new APIError(\n `API request failed with status ${response.status}${suffix}`,\n {\n ...(code === undefined ? {} : { code }),\n headers: safeErrorHeaders(response.headers, apiKey),\n status: response.status,\n },\n );\n}\n\nfunction safeErrorHeaders(headers: Headers, apiKey: string) {\n const safe = new Headers();\n for (const [name, value] of headers) {\n const normalizedName = name.toLowerCase();\n if (\n normalizedName === \"authorization\" ||\n normalizedName === \"cookie\" ||\n normalizedName === \"proxy-authorization\" ||\n normalizedName === \"set-cookie\" ||\n value.includes(apiKey)\n ) {\n continue;\n }\n safe.append(name, value);\n }\n return safe;\n}\n","import type { PromiseWithResponse } from \"../promise\";\nimport type {\n CompanyReportFeedFilters,\n InsiderActivityFeedFilters,\n InsiderTransactionFeedFilters,\n InstitutionalFilingFeedFilters,\n} from \"../types\";\nimport type { JsonResponse } from \"../internal/operations\";\nimport type { HttpTransport } from \"../internal/transport\";\n\nexport class Feeds {\n readonly companyReports: CompanyReportFeed;\n readonly insiderActivity: InsiderActivityFeed;\n readonly insiderTransactions: InsiderTransactionFeed;\n readonly institutionalFilings: InstitutionalFilingFeed;\n\n constructor(transport: HttpTransport) {\n this.companyReports = new CompanyReportFeed(transport);\n this.insiderActivity = new InsiderActivityFeed(transport);\n this.insiderTransactions = new InsiderTransactionFeed(transport);\n this.institutionalFilings = new InstitutionalFilingFeed(transport);\n }\n}\n\nclass CompanyReportFeed {\n constructor(private readonly transport: HttpTransport) {}\n\n listLatest(\n filters: CompanyReportFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listCompanyReportFeed\">> {\n return this.#request(filters, {});\n }\n\n listAfter({\n cursor,\n ...filters\n }: CompanyReportFeedFilters & {\n cursor: string;\n }): PromiseWithResponse<JsonResponse<\"listCompanyReportFeed\">> {\n return this.#request(filters, { cursor });\n }\n\n startFromNow(\n filters: CompanyReportFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listCompanyReportFeed\">> {\n return this.#request(filters, { start: \"now\" });\n }\n\n #request(\n filters: CompanyReportFeedFilters,\n mode: { cursor?: string; start?: \"now\" },\n ): PromiseWithResponse<JsonResponse<\"listCompanyReportFeed\">> {\n return this.transport.request({\n path: [\"v1\", \"company-reports\", \"feed\"],\n query: {\n ...mode,\n forms: filters.forms?.join(\",\"),\n limit: filters.limit,\n },\n });\n }\n}\n\nclass InsiderActivityFeed {\n constructor(private readonly transport: HttpTransport) {}\n\n listLatest(\n filters: InsiderActivityFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInsiderActivityFeed\">> {\n return this.#request(filters, {});\n }\n\n listAfter({\n cursor,\n ...filters\n }: InsiderActivityFeedFilters & {\n cursor: string;\n }): PromiseWithResponse<JsonResponse<\"listInsiderActivityFeed\">> {\n return this.#request(filters, { cursor });\n }\n\n startFromNow(\n filters: InsiderActivityFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInsiderActivityFeed\">> {\n return this.#request(filters, { start: \"now\" });\n }\n\n #request(\n filters: InsiderActivityFeedFilters,\n mode: { cursor?: string; start?: \"now\" },\n ): PromiseWithResponse<JsonResponse<\"listInsiderActivityFeed\">> {\n return this.transport.request({\n path: [\"v1\", \"insider-activity\", \"feed\"],\n query: {\n ...mode,\n forms: filters.forms?.join(\",\"),\n limit: filters.limit,\n },\n });\n }\n}\n\nclass InsiderTransactionFeed {\n constructor(private readonly transport: HttpTransport) {}\n\n listLatest(\n filters: InsiderTransactionFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInsiderTransactionFeed\">> {\n return this.#request(filters, {});\n }\n\n listAfter({\n cursor,\n ...filters\n }: InsiderTransactionFeedFilters & {\n cursor: string;\n }): PromiseWithResponse<JsonResponse<\"listInsiderTransactionFeed\">> {\n return this.#request(filters, { cursor });\n }\n\n startFromNow(\n filters: InsiderTransactionFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInsiderTransactionFeed\">> {\n return this.#request(filters, { start: \"now\" });\n }\n\n #request(\n filters: InsiderTransactionFeedFilters,\n mode: { cursor?: string; start?: \"now\" },\n ): PromiseWithResponse<JsonResponse<\"listInsiderTransactionFeed\">> {\n return this.transport.request({\n path: [\"v1\", \"insider-transactions\", \"feed\"],\n query: {\n ...mode,\n limit: filters.limit,\n transaction_codes: filters.transactionCodes?.join(\",\"),\n },\n });\n }\n}\n\nclass InstitutionalFilingFeed {\n constructor(private readonly transport: HttpTransport) {}\n\n listLatest(\n filters: InstitutionalFilingFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingFeed\">> {\n return this.#request(filters, {});\n }\n\n listAfter({\n cursor,\n ...filters\n }: InstitutionalFilingFeedFilters & {\n cursor: string;\n }): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingFeed\">> {\n return this.#request(filters, { cursor });\n }\n\n startFromNow(\n filters: InstitutionalFilingFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingFeed\">> {\n return this.#request(filters, { start: \"now\" });\n }\n\n #request(\n filters: InstitutionalFilingFeedFilters,\n mode: { cursor?: string; start?: \"now\" },\n ): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingFeed\">> {\n return this.transport.request({\n path: [\"v1\", \"institutional-holdings\", \"feed\"],\n query: {\n ...mode,\n forms: filters.forms?.join(\",\"),\n limit: filters.limit,\n },\n });\n }\n}\n","import type { PromiseWithResponse } from \"../promise\";\nimport type {\n InsiderTransactionCode,\n InstitutionalHolding,\n InstitutionalManager,\n InstitutionalPosition,\n} from \"../types\";\nimport type { JsonResponse, TextResponse } from \"../internal/operations\";\nimport type { HttpTransport } from \"../internal/transport\";\n\nexport class Companies {\n constructor(private readonly transport: HttpTransport) {}\n\n search({ query }: { query: string }): PromiseWithResponse<JsonResponse<\"searchCompanies\">> {\n return this.transport.request({\n path: [\"v1\", \"companies\", \"US\", \"search\"],\n query: { query },\n });\n }\n\n get({ ticker }: { ticker: string }): PromiseWithResponse<JsonResponse<\"getCompany\">> {\n return this.transport.request({\n path: [\"v1\", \"companies\", \"US\", ticker],\n });\n }\n}\n\nexport class CompanyReports {\n constructor(private readonly transport: HttpTransport) {}\n\n get({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getSecCompanyReport\">> {\n return this.transport.request({\n path: [\"v1\", \"sec\", \"company-reports\", accessionNumber],\n });\n }\n\n getByFiscalYear({\n ticker,\n fiscalYear,\n }: {\n ticker: string;\n fiscalYear: number;\n }): PromiseWithResponse<JsonResponse<\"getCompanyReport\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"companies\",\n \"US\",\n ticker,\n \"reports\",\n \"annual\",\n String(fiscalYear),\n ],\n });\n }\n\n getHtml({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<TextResponse<\"getSecCompanyReportContent\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"sec\",\n \"company-reports\",\n accessionNumber,\n \"content.html\",\n ],\n responseType: \"text\",\n });\n }\n}\n\nexport class InsiderTransactions {\n constructor(private readonly transport: HttpTransport) {}\n\n list({\n filingDateFrom,\n filingDateUntil,\n tickers,\n transactionCodes,\n }: {\n filingDateFrom: string;\n filingDateUntil?: string;\n tickers?: string[];\n transactionCodes?: InsiderTransactionCode[];\n }): PromiseWithResponse<JsonResponse<\"listInsiderTransactions\">> {\n return this.transport.request({\n path: [\"v1\", \"insider-transactions\"],\n query: {\n from: filingDateFrom,\n tickers: commaSeparated(tickers),\n transaction_codes: commaSeparated(transactionCodes),\n until: filingDateUntil,\n },\n });\n }\n\n listForCompany({\n ticker,\n filingDateFrom,\n filingDateUntil,\n transactionCodes,\n }: {\n ticker: string;\n filingDateFrom: string;\n filingDateUntil?: string;\n transactionCodes?: InsiderTransactionCode[];\n }): PromiseWithResponse<JsonResponse<\"listCompanyInsiderTransactions\">> {\n return this.transport.request({\n path: [\"v1\", \"companies\", \"US\", ticker, \"insider-transactions\"],\n query: {\n from: filingDateFrom,\n transaction_codes: commaSeparated(transactionCodes),\n until: filingDateUntil,\n },\n });\n }\n}\n\nexport class InsiderFilings {\n constructor(private readonly transport: HttpTransport) {}\n\n get({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getSecInsiderFiling\">> {\n return this.transport.request({\n path: [\"v1\", \"sec\", \"insider-filings\", accessionNumber],\n });\n }\n}\n\nexport class ProposedSales {\n constructor(private readonly transport: HttpTransport) {}\n\n list({\n filingDateFrom,\n filingDateUntil,\n tickers,\n }: {\n filingDateFrom: string;\n filingDateUntil?: string;\n tickers?: string[];\n }): PromiseWithResponse<JsonResponse<\"listProposedSales\">> {\n return this.transport.request({\n path: [\"v1\", \"proposed-sales\"],\n query: {\n from: filingDateFrom,\n tickers: commaSeparated(tickers),\n until: filingDateUntil,\n },\n });\n }\n\n listForCompany({\n ticker,\n filingDateFrom,\n filingDateUntil,\n }: {\n ticker: string;\n filingDateFrom: string;\n filingDateUntil?: string;\n }): PromiseWithResponse<JsonResponse<\"listCompanyProposedSales\">> {\n return this.transport.request({\n path: [\"v1\", \"companies\", \"US\", ticker, \"proposed-sales\"],\n query: { from: filingDateFrom, until: filingDateUntil },\n });\n }\n\n getFiling({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getSecProposedSaleFiling\">> {\n return this.transport.request({\n path: [\"v1\", \"sec\", \"proposed-sales\", accessionNumber],\n });\n }\n}\n\nexport class InstitutionalFilings {\n constructor(private readonly transport: HttpTransport) {}\n\n get({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getSecInstitutionalFiling\">> {\n return this.transport.request({\n path: [\"v1\", \"sec\", \"institutional-filings\", accessionNumber],\n });\n }\n\n listHoldings({\n accessionNumber,\n cursor,\n limit,\n }: {\n accessionNumber: string;\n cursor?: string;\n limit?: number;\n }): PromiseWithResponse<JsonResponse<\"listSecInstitutionalFilingHoldings\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"sec\",\n \"institutional-filings\",\n accessionNumber,\n \"holdings\",\n ],\n query: { cursor, limit },\n });\n }\n\n async *iterateHoldings({\n accessionNumber,\n limit,\n }: {\n accessionNumber: string;\n limit?: number;\n }): AsyncGenerator<InstitutionalHolding> {\n let cursor: string | undefined;\n do {\n const page = await this.listHoldings({\n accessionNumber,\n ...(cursor === undefined ? {} : { cursor }),\n ...(limit === undefined ? {} : { limit }),\n });\n yield* page.holdings;\n cursor = page.next_cursor ?? undefined;\n } while (cursor !== undefined);\n }\n}\n\nexport class InstitutionalManagers {\n constructor(private readonly transport: HttpTransport) {}\n\n list({\n cik,\n form13fFileNumber,\n cursor,\n limit,\n }: {\n cik?: string;\n form13fFileNumber?: string;\n cursor?: string;\n limit?: number;\n } = {}): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingManagers\">> {\n return this.transport.request({\n path: [\"v1\", \"institutional-holdings\", \"managers\"],\n query: {\n cik,\n cursor,\n form_13f_file_number: form13fFileNumber,\n limit,\n },\n });\n }\n\n get({\n form13fFileNumber,\n }: {\n form13fFileNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getInstitutionalHoldingManager\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"institutional-holdings\",\n \"managers\",\n form13fFileNumber,\n ],\n });\n }\n\n listPeriods({\n form13fFileNumber,\n }: {\n form13fFileNumber: string;\n }): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingManagerPeriods\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"institutional-holdings\",\n \"managers\",\n form13fFileNumber,\n \"periods\",\n ],\n });\n }\n\n listHoldings({\n form13fFileNumber,\n reportPeriod,\n cursor,\n limit,\n }: {\n form13fFileNumber: string;\n reportPeriod: string;\n cursor?: string;\n limit?: number;\n }): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingManagerHoldings\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"institutional-holdings\",\n \"managers\",\n form13fFileNumber,\n \"holdings\",\n ],\n query: { cursor, limit, period: reportPeriod },\n });\n }\n\n listPositions({\n form13fFileNumber,\n reportPeriod,\n cursor,\n limit,\n }: {\n form13fFileNumber: string;\n reportPeriod: string;\n cursor?: string;\n limit?: number;\n }): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingManagerPositions\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"institutional-holdings\",\n \"managers\",\n form13fFileNumber,\n \"positions\",\n ],\n query: { cursor, limit, period: reportPeriod },\n });\n }\n\n async *iterate({\n cik,\n form13fFileNumber,\n limit,\n }: {\n cik?: string;\n form13fFileNumber?: string;\n limit?: number;\n } = {}): AsyncGenerator<InstitutionalManager> {\n let cursor: string | undefined;\n do {\n const page = await this.list({\n ...(cik === undefined ? {} : { cik }),\n ...(cursor === undefined ? {} : { cursor }),\n ...(form13fFileNumber === undefined ? {} : { form13fFileNumber }),\n ...(limit === undefined ? {} : { limit }),\n });\n yield* page.managers;\n cursor = page.next_cursor ?? undefined;\n } while (cursor !== undefined);\n }\n\n async *iterateHoldings({\n form13fFileNumber,\n reportPeriod,\n limit,\n }: {\n form13fFileNumber: string;\n reportPeriod: string;\n limit?: number;\n }): AsyncGenerator<InstitutionalHolding> {\n let cursor: string | undefined;\n do {\n const page = await this.listHoldings({\n form13fFileNumber,\n reportPeriod,\n ...(cursor === undefined ? {} : { cursor }),\n ...(limit === undefined ? {} : { limit }),\n });\n yield* page.holdings;\n cursor = page.next_cursor ?? undefined;\n } while (cursor !== undefined);\n }\n\n async *iteratePositions({\n form13fFileNumber,\n reportPeriod,\n limit,\n }: {\n form13fFileNumber: string;\n reportPeriod: string;\n limit?: number;\n }): AsyncGenerator<InstitutionalPosition> {\n let cursor: string | undefined;\n do {\n const page = await this.listPositions({\n form13fFileNumber,\n reportPeriod,\n ...(cursor === undefined ? {} : { cursor }),\n ...(limit === undefined ? {} : { limit }),\n });\n yield* page.positions;\n cursor = page.next_cursor ?? undefined;\n } while (cursor !== undefined);\n }\n}\n\nfunction commaSeparated(values: readonly string[] | undefined) {\n return values?.join(\",\");\n}\n","import { HttpTransport } from \"./internal/transport\";\nimport { Feeds } from \"./resources/feeds\";\nimport {\n Companies,\n CompanyReports,\n InsiderFilings,\n InsiderTransactions,\n InstitutionalFilings,\n InstitutionalManagers,\n ProposedSales,\n} from \"./resources/products\";\n\nexport interface ClientOptions {\n apiKey: string;\n baseURL?: string;\n}\n\nexport class Chadwin {\n readonly companies: Companies;\n readonly companyReports: CompanyReports;\n readonly feeds: Feeds;\n readonly insiderFilings: InsiderFilings;\n readonly insiderTransactions: InsiderTransactions;\n readonly institutionalFilings: InstitutionalFilings;\n readonly institutionalManagers: InstitutionalManagers;\n readonly proposedSales: ProposedSales;\n\n constructor(options: ClientOptions) {\n if (\n !options ||\n typeof options.apiKey !== \"string\" ||\n options.apiKey.trim().length === 0\n ) {\n throw new TypeError(\"A non-empty Chadwin API key is required\");\n }\n\n const transport = new HttpTransport({\n apiKey: options.apiKey,\n ...(options.baseURL === undefined ? {} : { baseURL: options.baseURL }),\n });\n this.companies = new Companies(transport);\n this.companyReports = new CompanyReports(transport);\n this.feeds = new Feeds(transport);\n this.insiderFilings = new InsiderFilings(transport);\n this.insiderTransactions = new InsiderTransactions(transport);\n this.institutionalFilings = new InstitutionalFilings(transport);\n this.institutionalManagers = new InstitutionalManagers(transport);\n this.proposedSales = new ProposedSales(transport);\n 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+ {"version":3,"sources":["../src/index.ts","../src/error.ts","../src/promise.ts","../src/internal/transport.ts","../src/resources/feeds.ts","../src/resources/products.ts","../src/client.ts"],"sourcesContent":["export { Chadwin, type ClientOptions } from \"./client\";\nexport { APIError } from \"./error\";\nexport type { PromiseWithResponse } from \"./promise\";\nexport type {\n CompanyReportFeedFilters,\n CompanyReportForm,\n InsiderActivityFeedFilters,\n InsiderActivityForm,\n InsiderTransactionCode,\n InsiderTransactionFeedFilters,\n InstitutionalFilingFeedFilters,\n InstitutionalFilingForm,\n InstitutionalHolding,\n InstitutionalManager,\n InstitutionalPosition,\n} from \"./types\";\n","export interface APIErrorOptions {\n status?: number;\n code?: string;\n headers?: Headers;\n}\n\nexport class APIError extends Error {\n readonly status: number | undefined;\n readonly code: string | undefined;\n readonly headers: Headers | undefined;\n\n constructor(message: string, options: APIErrorOptions = {}) {\n super(message);\n this.name = \"APIError\";\n this.status = options.status;\n this.code = options.code;\n this.headers = options.headers;\n }\n}\n","export interface PromiseWithResponse<T> extends Promise<T> {\n withResponse(): Promise<{ data: T; response: Response }>;\n}\n\nexport function createPromiseWithResponse<T>(\n response: Promise<{ data: T; response: Response }>,\n): PromiseWithResponse<T> {\n const promise = response.then(({ data }) => data) as PromiseWithResponse<T>;\n\n Object.defineProperty(promise, \"withResponse\", {\n value: () => response,\n });\n\n // A caller may consume only withResponse(). 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`${url.origin}${url.pathname}`\n ) {\n throw new TypeError(INVALID_BASE_URL_MESSAGE);\n }\n url.pathname = `${url.pathname.replace(/\\/+$/, \"\")}/`;\n return url;\n}\n\nfunction buildUrl(baseURL: URL, request: TransportRequest) {\n const path = request.path.map((segment) => encodeURIComponent(segment)).join(\"/\");\n const url = new URL(path, baseURL);\n for (const [key, value] of Object.entries(request.query ?? {})) {\n if (value === undefined || value === null) continue;\n const values = Array.isArray(value) ? value : [value];\n for (const entry of values) {\n url.searchParams.append(key, String(entry));\n }\n }\n return url;\n}\n\nasync function readErrorCode(response: Response, apiKey: string) {\n try {\n const body: unknown = await response.json();\n if (\n body !== null &&\n typeof body === \"object\" &&\n \"error\" in body &&\n typeof body.error === \"string\" &&\n body.error !== apiKey &&\n SAFE_ERROR_CODE.test(body.error)\n ) {\n return body.error;\n }\n } catch {\n // A missing or malformed error body falls back to the HTTP status.\n }\n return undefined;\n}\n\nfunction shouldRetry(status: number, code: string | undefined) {\n if (code === \"billing_period_quota_exceeded\") return false;\n return (\n code === \"rate_limited\" ||\n status === 502 ||\n status === 503 ||\n status === 504\n );\n}\n\nfunction retryDelay(response: Response, retry: number) {\n const retryAfter = response.headers.get(\"retry-after\");\n if (retryAfter === null) return backoffDelay(retry);\n\n const seconds = Number(retryAfter);\n if (Number.isFinite(seconds) && seconds >= 0) {\n return Math.min(seconds * 1_000, MAX_RETRY_DELAY_MS);\n }\n\n const date = Date.parse(retryAfter);\n if (!Number.isNaN(date)) {\n return Math.min(Math.max(0, date - Date.now()), MAX_RETRY_DELAY_MS);\n }\n\n return backoffDelay(retry);\n}\n\nfunction backoffDelay(retry: number) {\n return Math.min(BASE_RETRY_DELAY_MS * 2 ** retry, MAX_RETRY_DELAY_MS);\n}\n\nfunction wait(milliseconds: number) {\n return new Promise<void>((resolve) => setTimeout(resolve, milliseconds));\n}\n\nfunction errorFromResponse(\n response: Response,\n code: string | undefined,\n apiKey: string,\n) {\n const suffix = code ? ` (${code})` : \"\";\n return new APIError(\n `API request failed with status ${response.status}${suffix}`,\n {\n ...(code === undefined ? {} : { code }),\n headers: safeErrorHeaders(response.headers, apiKey),\n status: response.status,\n },\n );\n}\n\nfunction safeErrorHeaders(headers: Headers, apiKey: string) {\n const safe = new Headers();\n for (const [name, value] of headers) {\n const normalizedName = name.toLowerCase();\n if (\n normalizedName === \"authorization\" ||\n normalizedName === \"cookie\" ||\n normalizedName === \"proxy-authorization\" ||\n normalizedName === \"set-cookie\" ||\n value.includes(apiKey)\n ) {\n continue;\n }\n safe.append(name, value);\n }\n return safe;\n}\n","import type { PromiseWithResponse } from \"../promise\";\nimport type {\n CompanyReportFeedFilters,\n InsiderActivityFeedFilters,\n InsiderTransactionFeedFilters,\n InstitutionalFilingFeedFilters,\n} from \"../types\";\nimport type { JsonResponse } from \"../internal/operations\";\nimport type { HttpTransport } from \"../internal/transport\";\n\nexport class Feeds {\n readonly companyReports: CompanyReportFeed;\n readonly insiderActivity: InsiderActivityFeed;\n readonly insiderTransactions: InsiderTransactionFeed;\n readonly institutionalFilings: InstitutionalFilingFeed;\n\n constructor(transport: HttpTransport) {\n this.companyReports = new CompanyReportFeed(transport);\n this.insiderActivity = new InsiderActivityFeed(transport);\n this.insiderTransactions = new InsiderTransactionFeed(transport);\n this.institutionalFilings = new InstitutionalFilingFeed(transport);\n }\n}\n\nclass CompanyReportFeed {\n constructor(private readonly transport: HttpTransport) {}\n\n listLatest(\n filters: CompanyReportFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listCompanyReportFeed\">> {\n return this.#request(filters, {});\n }\n\n listAfter({\n cursor,\n ...filters\n }: CompanyReportFeedFilters & {\n cursor: string;\n }): PromiseWithResponse<JsonResponse<\"listCompanyReportFeed\">> {\n return this.#request(filters, { cursor });\n }\n\n startFromNow(\n filters: CompanyReportFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listCompanyReportFeed\">> {\n return this.#request(filters, { start: \"now\" });\n }\n\n #request(\n filters: CompanyReportFeedFilters,\n mode: { cursor?: string; start?: \"now\" },\n ): PromiseWithResponse<JsonResponse<\"listCompanyReportFeed\">> {\n return this.transport.request({\n path: [\"v1\", \"company-reports\", \"feed\"],\n query: {\n ...mode,\n forms: filters.forms?.join(\",\"),\n limit: filters.limit,\n },\n });\n }\n}\n\nclass InsiderActivityFeed {\n constructor(private readonly transport: HttpTransport) {}\n\n listLatest(\n filters: InsiderActivityFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInsiderActivityFeed\">> {\n return this.#request(filters, {});\n }\n\n listAfter({\n cursor,\n ...filters\n }: InsiderActivityFeedFilters & {\n cursor: string;\n }): PromiseWithResponse<JsonResponse<\"listInsiderActivityFeed\">> {\n return this.#request(filters, { cursor });\n }\n\n startFromNow(\n filters: InsiderActivityFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInsiderActivityFeed\">> {\n return this.#request(filters, { start: \"now\" });\n }\n\n #request(\n filters: InsiderActivityFeedFilters,\n mode: { cursor?: string; start?: \"now\" },\n ): PromiseWithResponse<JsonResponse<\"listInsiderActivityFeed\">> {\n return this.transport.request({\n path: [\"v1\", \"insider-activity\", \"feed\"],\n query: {\n ...mode,\n forms: filters.forms?.join(\",\"),\n limit: filters.limit,\n },\n });\n }\n}\n\nclass InsiderTransactionFeed {\n constructor(private readonly transport: HttpTransport) {}\n\n listLatest(\n filters: InsiderTransactionFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInsiderTransactionFeed\">> {\n return this.#request(filters, {});\n }\n\n listAfter({\n cursor,\n ...filters\n }: InsiderTransactionFeedFilters & {\n cursor: string;\n }): PromiseWithResponse<JsonResponse<\"listInsiderTransactionFeed\">> {\n return this.#request(filters, { cursor });\n }\n\n startFromNow(\n filters: InsiderTransactionFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInsiderTransactionFeed\">> {\n return this.#request(filters, { start: \"now\" });\n }\n\n #request(\n filters: InsiderTransactionFeedFilters,\n mode: { cursor?: string; start?: \"now\" },\n ): PromiseWithResponse<JsonResponse<\"listInsiderTransactionFeed\">> {\n return this.transport.request({\n path: [\"v1\", \"insider-transactions\", \"feed\"],\n query: {\n ...mode,\n limit: filters.limit,\n transaction_codes: filters.transactionCodes?.join(\",\"),\n },\n });\n }\n}\n\nclass InstitutionalFilingFeed {\n constructor(private readonly transport: HttpTransport) {}\n\n listLatest(\n filters: InstitutionalFilingFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingFeed\">> {\n return this.#request(filters, {});\n }\n\n listAfter({\n cursor,\n ...filters\n }: InstitutionalFilingFeedFilters & {\n cursor: string;\n }): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingFeed\">> {\n return this.#request(filters, { cursor });\n }\n\n startFromNow(\n filters: InstitutionalFilingFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingFeed\">> {\n return this.#request(filters, { start: \"now\" });\n }\n\n #request(\n filters: InstitutionalFilingFeedFilters,\n mode: { cursor?: string; start?: \"now\" },\n ): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingFeed\">> {\n return this.transport.request({\n path: [\"v1\", \"institutional-holdings\", \"feed\"],\n query: {\n ...mode,\n forms: filters.forms?.join(\",\"),\n limit: filters.limit,\n },\n });\n }\n}\n","import type { PromiseWithResponse } from \"../promise\";\nimport type {\n InsiderTransactionCode,\n InstitutionalHolding,\n InstitutionalManager,\n InstitutionalPosition,\n} from \"../types\";\nimport type { JsonResponse, TextResponse } from \"../internal/operations\";\nimport type { HttpTransport } from \"../internal/transport\";\n\nexport class Companies {\n constructor(private readonly transport: HttpTransport) {}\n\n search({ query }: { query: string }): PromiseWithResponse<JsonResponse<\"searchCompanies\">> {\n return this.transport.request({\n path: [\"v1\", \"companies\", \"US\", \"search\"],\n query: { query },\n });\n }\n\n get({ ticker }: { ticker: string }): PromiseWithResponse<JsonResponse<\"getCompany\">> {\n return this.transport.request({\n path: [\"v1\", \"companies\", \"US\", ticker],\n });\n }\n}\n\nexport class CompanyReports {\n constructor(private readonly transport: HttpTransport) {}\n\n get({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getSecCompanyReport\">> {\n return this.transport.request({\n path: [\"v1\", \"sec\", \"company-reports\", accessionNumber],\n });\n }\n\n getByFiscalYear({\n ticker,\n fiscalYear,\n }: {\n ticker: string;\n fiscalYear: number;\n }): PromiseWithResponse<JsonResponse<\"getCompanyReport\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"companies\",\n \"US\",\n ticker,\n \"reports\",\n \"annual\",\n String(fiscalYear),\n ],\n });\n }\n\n getHtml({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<TextResponse<\"getSecCompanyReportContent\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"sec\",\n \"company-reports\",\n accessionNumber,\n \"content.html\",\n ],\n responseType: \"text\",\n });\n }\n}\n\nexport class InsiderTransactions {\n constructor(private readonly transport: HttpTransport) {}\n\n list({\n filingDateFrom,\n filingDateUntil,\n tickers,\n transactionCodes,\n }: {\n filingDateFrom: string;\n filingDateUntil?: string;\n tickers?: string[];\n transactionCodes?: InsiderTransactionCode[];\n }): PromiseWithResponse<JsonResponse<\"listInsiderTransactions\">> {\n return this.transport.request({\n path: [\"v1\", \"insider-transactions\"],\n query: {\n from: filingDateFrom,\n tickers: commaSeparated(tickers),\n transaction_codes: commaSeparated(transactionCodes),\n until: filingDateUntil,\n },\n });\n }\n\n listForCompany({\n ticker,\n filingDateFrom,\n filingDateUntil,\n transactionCodes,\n }: {\n ticker: string;\n filingDateFrom: string;\n filingDateUntil?: string;\n transactionCodes?: InsiderTransactionCode[];\n }): PromiseWithResponse<JsonResponse<\"listCompanyInsiderTransactions\">> {\n return this.transport.request({\n path: [\"v1\", \"companies\", \"US\", ticker, \"insider-transactions\"],\n query: {\n from: filingDateFrom,\n transaction_codes: commaSeparated(transactionCodes),\n until: filingDateUntil,\n },\n });\n }\n}\n\nexport class InsiderFilings {\n constructor(private readonly transport: HttpTransport) {}\n\n get({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getSecInsiderFiling\">> {\n return this.transport.request({\n path: [\"v1\", \"sec\", \"insider-filings\", accessionNumber],\n });\n }\n}\n\nexport class ProposedSales {\n constructor(private readonly transport: HttpTransport) {}\n\n list({\n filingDateFrom,\n filingDateUntil,\n tickers,\n }: {\n filingDateFrom: string;\n filingDateUntil?: string;\n tickers?: string[];\n }): PromiseWithResponse<JsonResponse<\"listProposedSales\">> {\n return this.transport.request({\n path: [\"v1\", \"proposed-sales\"],\n query: {\n from: filingDateFrom,\n tickers: commaSeparated(tickers),\n until: filingDateUntil,\n },\n });\n }\n\n listForCompany({\n ticker,\n filingDateFrom,\n filingDateUntil,\n }: {\n ticker: string;\n filingDateFrom: string;\n filingDateUntil?: string;\n }): PromiseWithResponse<JsonResponse<\"listCompanyProposedSales\">> {\n return this.transport.request({\n path: [\"v1\", \"companies\", \"US\", ticker, \"proposed-sales\"],\n query: { from: filingDateFrom, until: filingDateUntil },\n });\n }\n\n getFiling({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getSecProposedSaleFiling\">> {\n return this.transport.request({\n path: [\"v1\", \"sec\", \"proposed-sales\", accessionNumber],\n });\n }\n}\n\nexport class InstitutionalFilings {\n constructor(private readonly transport: HttpTransport) {}\n\n get({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getSecInstitutionalFiling\">> {\n return this.transport.request({\n path: [\"v1\", \"sec\", \"institutional-filings\", accessionNumber],\n });\n }\n\n listHoldings({\n accessionNumber,\n cursor,\n limit,\n }: {\n accessionNumber: string;\n cursor?: string;\n limit?: number;\n }): PromiseWithResponse<JsonResponse<\"listSecInstitutionalFilingHoldings\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"sec\",\n \"institutional-filings\",\n accessionNumber,\n \"holdings\",\n ],\n query: { cursor, limit },\n });\n }\n\n async *iterateHoldings({\n accessionNumber,\n limit,\n }: {\n accessionNumber: string;\n limit?: number;\n }): AsyncGenerator<InstitutionalHolding> {\n let cursor: string | undefined;\n do {\n const page = await this.listHoldings({\n accessionNumber,\n ...(cursor === undefined ? {} : { cursor }),\n ...(limit === undefined ? {} : { limit }),\n });\n yield* page.holdings;\n cursor = page.next_cursor ?? undefined;\n } while (cursor !== undefined);\n }\n}\n\nexport class InstitutionalManagers {\n constructor(private readonly transport: HttpTransport) {}\n\n search({\n query,\n }: {\n query: string;\n }): PromiseWithResponse<JsonResponse<\"searchInstitutionalHoldingManagers\">> {\n return this.transport.request({\n path: [\"v1\", \"institutional-holdings\", \"managers\", \"search\"],\n query: { query },\n });\n }\n\n list({\n cik,\n form13fFileNumber,\n cursor,\n limit,\n }: {\n cik?: string;\n form13fFileNumber?: string;\n cursor?: string;\n limit?: number;\n } = {}): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingManagers\">> {\n return this.transport.request({\n path: [\"v1\", \"institutional-holdings\", \"managers\"],\n query: {\n cik,\n cursor,\n form_13f_file_number: form13fFileNumber,\n limit,\n },\n });\n }\n\n get({\n form13fFileNumber,\n }: {\n form13fFileNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getInstitutionalHoldingManager\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"institutional-holdings\",\n \"managers\",\n form13fFileNumber,\n ],\n });\n }\n\n listPeriods({\n form13fFileNumber,\n }: {\n form13fFileNumber: string;\n }): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingManagerPeriods\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"institutional-holdings\",\n \"managers\",\n form13fFileNumber,\n \"periods\",\n ],\n });\n }\n\n listHoldings({\n form13fFileNumber,\n reportPeriod,\n cursor,\n limit,\n }: {\n form13fFileNumber: string;\n reportPeriod: string;\n cursor?: string;\n limit?: number;\n }): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingManagerHoldings\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"institutional-holdings\",\n \"managers\",\n form13fFileNumber,\n \"holdings\",\n ],\n query: { cursor, limit, period: reportPeriod },\n });\n }\n\n listPositions({\n form13fFileNumber,\n reportPeriod,\n cursor,\n limit,\n }: {\n form13fFileNumber: string;\n reportPeriod: string;\n cursor?: string;\n limit?: number;\n }): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingManagerPositions\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"institutional-holdings\",\n \"managers\",\n form13fFileNumber,\n \"positions\",\n ],\n query: { cursor, limit, period: reportPeriod },\n });\n }\n\n async *iterate({\n cik,\n form13fFileNumber,\n limit,\n }: {\n cik?: string;\n form13fFileNumber?: string;\n limit?: number;\n } = {}): AsyncGenerator<InstitutionalManager> {\n let cursor: string | undefined;\n do {\n const page = await this.list({\n ...(cik === undefined ? {} : { cik }),\n ...(cursor === undefined ? {} : { cursor }),\n ...(form13fFileNumber === undefined ? {} : { form13fFileNumber }),\n ...(limit === undefined ? {} : { limit }),\n });\n yield* page.managers;\n cursor = page.next_cursor ?? undefined;\n } while (cursor !== undefined);\n }\n\n async *iterateHoldings({\n form13fFileNumber,\n reportPeriod,\n limit,\n }: {\n form13fFileNumber: string;\n reportPeriod: string;\n limit?: number;\n }): AsyncGenerator<InstitutionalHolding> {\n let cursor: string | undefined;\n do {\n const page = await this.listHoldings({\n form13fFileNumber,\n reportPeriod,\n ...(cursor === undefined ? {} : { cursor }),\n ...(limit === undefined ? {} : { limit }),\n });\n yield* page.holdings;\n cursor = page.next_cursor ?? undefined;\n } while (cursor !== undefined);\n }\n\n async *iteratePositions({\n form13fFileNumber,\n reportPeriod,\n limit,\n }: {\n form13fFileNumber: string;\n reportPeriod: string;\n limit?: number;\n }): AsyncGenerator<InstitutionalPosition> {\n let cursor: string | undefined;\n do {\n const page = await this.listPositions({\n form13fFileNumber,\n reportPeriod,\n ...(cursor === undefined ? {} : { cursor }),\n ...(limit === undefined ? {} : { limit }),\n });\n yield* page.positions;\n cursor = page.next_cursor ?? undefined;\n } while (cursor !== undefined);\n }\n}\n\nfunction commaSeparated(values: readonly string[] | undefined) {\n return values?.join(\",\");\n}\n","import { HttpTransport } from \"./internal/transport\";\nimport { Feeds } from \"./resources/feeds\";\nimport {\n Companies,\n CompanyReports,\n InsiderFilings,\n InsiderTransactions,\n InstitutionalFilings,\n InstitutionalManagers,\n ProposedSales,\n} from \"./resources/products\";\n\nexport interface ClientOptions {\n apiKey: string;\n baseURL?: string;\n}\n\nexport class Chadwin {\n readonly companies: Companies;\n readonly companyReports: CompanyReports;\n readonly feeds: Feeds;\n readonly insiderFilings: InsiderFilings;\n readonly insiderTransactions: InsiderTransactions;\n readonly institutionalFilings: InstitutionalFilings;\n readonly institutionalManagers: InstitutionalManagers;\n readonly proposedSales: ProposedSales;\n\n constructor(options: ClientOptions) {\n if (\n !options ||\n typeof options.apiKey !== \"string\" ||\n options.apiKey.trim().length === 0\n ) {\n throw new TypeError(\"A non-empty Chadwin API key is required\");\n }\n\n const transport = new HttpTransport({\n apiKey: options.apiKey,\n ...(options.baseURL === undefined ? {} : { baseURL: options.baseURL }),\n });\n this.companies = new Companies(transport);\n this.companyReports = new CompanyReports(transport);\n this.feeds = new Feeds(transport);\n this.insiderFilings = new InsiderFilings(transport);\n this.insiderTransactions = new InsiderTransactions(transport);\n this.institutionalFilings = new InstitutionalFilings(transport);\n this.institutionalManagers = new InstitutionalManagers(transport);\n this.proposedSales = new ProposedSales(transport);\n 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package/dist/index.d.cts CHANGED
@@ -148,7 +148,7 @@ interface components {
148
148
  fiscal_year_end: string | null;
149
149
  listings: {
150
150
  /** @description Source exchange label. */
151
- exchange: string;
151
+ exchange: string | null;
152
152
  /** @enum {boolean} */
153
153
  is_current: true;
154
154
  share_class_figi: string | null;
@@ -803,7 +803,7 @@ interface components {
803
803
  /** @example 0000320193 */
804
804
  cik: string;
805
805
  /** @example NASDAQ */
806
- exchange: string;
806
+ exchange: string | null;
807
807
  /** @example Apple Inc. */
808
808
  name: string;
809
809
  /** @example AAPL */
@@ -1032,6 +1032,16 @@ interface components {
1032
1032
  };
1033
1033
  positions: components["schemas"]["InstitutionalManagerPosition"][];
1034
1034
  };
1035
+ InstitutionalManagerSearchBadRequestResponse: {
1036
+ /**
1037
+ * @example invalid_query
1038
+ * @enum {string}
1039
+ */
1040
+ error: "invalid_query" | "invalid_query_parameters";
1041
+ };
1042
+ InstitutionalManagerSearchResponse: {
1043
+ managers: components["schemas"]["InstitutionalManagerListItem"][];
1044
+ };
1035
1045
  InstitutionalManagerSourceIdentity: {
1036
1046
  /**
1037
1047
  * @description SEC CIK of the reporting manager's source filer.
@@ -2576,6 +2586,99 @@ interface operations {
2576
2586
  };
2577
2587
  };
2578
2588
  };
2589
+ searchInstitutionalHoldingManagers: {
2590
+ parameters: {
2591
+ query: {
2592
+ /** @description Manager name, current source-filer name, Form 13F file number, or padded or unpadded CIK. */
2593
+ query: string;
2594
+ };
2595
+ header?: never;
2596
+ path?: never;
2597
+ cookie?: never;
2598
+ };
2599
+ requestBody?: never;
2600
+ responses: {
2601
+ /** @description Ranked institutional manager profiles. */
2602
+ 200: {
2603
+ headers: {
2604
+ "Cache-Control"?: string;
2605
+ "X-Billing-Period-Quota-Limit"?: string;
2606
+ "X-Billing-Period-Quota-Remaining"?: string;
2607
+ "X-Billing-Period-Quota-Reset"?: string;
2608
+ [name: string]: unknown;
2609
+ };
2610
+ content: {
2611
+ /**
2612
+ * @example {
2613
+ * "managers": [
2614
+ * {
2615
+ * "cik": "0001067983",
2616
+ * "form_13f_file_number": "028-04545",
2617
+ * "holding_count": 124,
2618
+ * "latest_accepted_at": "2026-05-15T20:12:34.000Z",
2619
+ * "latest_period_of_report": "2026-03-31",
2620
+ * "name": "Berkshire Hathaway Inc.",
2621
+ * "total_value_usd": "267891234567"
2622
+ * }
2623
+ * ]
2624
+ * }
2625
+ */
2626
+ "application/json": components["schemas"]["InstitutionalManagerSearchResponse"];
2627
+ };
2628
+ };
2629
+ /** @description The query is missing, invalid, or has unsupported keys. */
2630
+ 400: {
2631
+ headers: {
2632
+ [name: string]: unknown;
2633
+ };
2634
+ content: {
2635
+ "application/json": components["schemas"]["InstitutionalManagerSearchBadRequestResponse"];
2636
+ };
2637
+ };
2638
+ /** @description The request is missing a valid Chadwin API key. */
2639
+ 401: {
2640
+ headers: {
2641
+ [name: string]: unknown;
2642
+ };
2643
+ content: {
2644
+ "application/json": components["schemas"]["ErrorResponse"];
2645
+ };
2646
+ };
2647
+ /** @description The subscription does not include this dataset. */
2648
+ 403: {
2649
+ headers: {
2650
+ [name: string]: unknown;
2651
+ };
2652
+ content: {
2653
+ "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
2654
+ };
2655
+ };
2656
+ /** @description The request exceeded a rate limit. */
2657
+ 429: {
2658
+ headers: {
2659
+ "RateLimit-Limit"?: string;
2660
+ "RateLimit-Reset"?: string;
2661
+ "Retry-After"?: string;
2662
+ "X-Billing-Period-Quota-Limit"?: string;
2663
+ "X-Billing-Period-Quota-Remaining"?: string;
2664
+ "X-Billing-Period-Quota-Reset"?: string;
2665
+ [name: string]: unknown;
2666
+ };
2667
+ content: {
2668
+ "application/json": components["schemas"]["ErrorResponse"];
2669
+ };
2670
+ };
2671
+ /** @description The database is unavailable. */
2672
+ 503: {
2673
+ headers: {
2674
+ [name: string]: unknown;
2675
+ };
2676
+ content: {
2677
+ "application/json": components["schemas"]["ErrorResponse"];
2678
+ };
2679
+ };
2680
+ };
2681
+ };
2579
2682
  getInstitutionalHoldingManager: {
2580
2683
  parameters: {
2581
2684
  query?: never;
@@ -4189,6 +4292,9 @@ declare class InstitutionalFilings {
4189
4292
  declare class InstitutionalManagers {
4190
4293
  private readonly transport;
4191
4294
  constructor(transport: HttpTransport);
4295
+ search({ query, }: {
4296
+ query: string;
4297
+ }): PromiseWithResponse<JsonResponse<"searchInstitutionalHoldingManagers">>;
4192
4298
  list({ cik, form13fFileNumber, cursor, limit, }?: {
4193
4299
  cik?: string;
4194
4300
  form13fFileNumber?: string;
package/dist/index.d.ts CHANGED
@@ -148,7 +148,7 @@ interface components {
148
148
  fiscal_year_end: string | null;
149
149
  listings: {
150
150
  /** @description Source exchange label. */
151
- exchange: string;
151
+ exchange: string | null;
152
152
  /** @enum {boolean} */
153
153
  is_current: true;
154
154
  share_class_figi: string | null;
@@ -803,7 +803,7 @@ interface components {
803
803
  /** @example 0000320193 */
804
804
  cik: string;
805
805
  /** @example NASDAQ */
806
- exchange: string;
806
+ exchange: string | null;
807
807
  /** @example Apple Inc. */
808
808
  name: string;
809
809
  /** @example AAPL */
@@ -1032,6 +1032,16 @@ interface components {
1032
1032
  };
1033
1033
  positions: components["schemas"]["InstitutionalManagerPosition"][];
1034
1034
  };
1035
+ InstitutionalManagerSearchBadRequestResponse: {
1036
+ /**
1037
+ * @example invalid_query
1038
+ * @enum {string}
1039
+ */
1040
+ error: "invalid_query" | "invalid_query_parameters";
1041
+ };
1042
+ InstitutionalManagerSearchResponse: {
1043
+ managers: components["schemas"]["InstitutionalManagerListItem"][];
1044
+ };
1035
1045
  InstitutionalManagerSourceIdentity: {
1036
1046
  /**
1037
1047
  * @description SEC CIK of the reporting manager's source filer.
@@ -2576,6 +2586,99 @@ interface operations {
2576
2586
  };
2577
2587
  };
2578
2588
  };
2589
+ searchInstitutionalHoldingManagers: {
2590
+ parameters: {
2591
+ query: {
2592
+ /** @description Manager name, current source-filer name, Form 13F file number, or padded or unpadded CIK. */
2593
+ query: string;
2594
+ };
2595
+ header?: never;
2596
+ path?: never;
2597
+ cookie?: never;
2598
+ };
2599
+ requestBody?: never;
2600
+ responses: {
2601
+ /** @description Ranked institutional manager profiles. */
2602
+ 200: {
2603
+ headers: {
2604
+ "Cache-Control"?: string;
2605
+ "X-Billing-Period-Quota-Limit"?: string;
2606
+ "X-Billing-Period-Quota-Remaining"?: string;
2607
+ "X-Billing-Period-Quota-Reset"?: string;
2608
+ [name: string]: unknown;
2609
+ };
2610
+ content: {
2611
+ /**
2612
+ * @example {
2613
+ * "managers": [
2614
+ * {
2615
+ * "cik": "0001067983",
2616
+ * "form_13f_file_number": "028-04545",
2617
+ * "holding_count": 124,
2618
+ * "latest_accepted_at": "2026-05-15T20:12:34.000Z",
2619
+ * "latest_period_of_report": "2026-03-31",
2620
+ * "name": "Berkshire Hathaway Inc.",
2621
+ * "total_value_usd": "267891234567"
2622
+ * }
2623
+ * ]
2624
+ * }
2625
+ */
2626
+ "application/json": components["schemas"]["InstitutionalManagerSearchResponse"];
2627
+ };
2628
+ };
2629
+ /** @description The query is missing, invalid, or has unsupported keys. */
2630
+ 400: {
2631
+ headers: {
2632
+ [name: string]: unknown;
2633
+ };
2634
+ content: {
2635
+ "application/json": components["schemas"]["InstitutionalManagerSearchBadRequestResponse"];
2636
+ };
2637
+ };
2638
+ /** @description The request is missing a valid Chadwin API key. */
2639
+ 401: {
2640
+ headers: {
2641
+ [name: string]: unknown;
2642
+ };
2643
+ content: {
2644
+ "application/json": components["schemas"]["ErrorResponse"];
2645
+ };
2646
+ };
2647
+ /** @description The subscription does not include this dataset. */
2648
+ 403: {
2649
+ headers: {
2650
+ [name: string]: unknown;
2651
+ };
2652
+ content: {
2653
+ "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
2654
+ };
2655
+ };
2656
+ /** @description The request exceeded a rate limit. */
2657
+ 429: {
2658
+ headers: {
2659
+ "RateLimit-Limit"?: string;
2660
+ "RateLimit-Reset"?: string;
2661
+ "Retry-After"?: string;
2662
+ "X-Billing-Period-Quota-Limit"?: string;
2663
+ "X-Billing-Period-Quota-Remaining"?: string;
2664
+ "X-Billing-Period-Quota-Reset"?: string;
2665
+ [name: string]: unknown;
2666
+ };
2667
+ content: {
2668
+ "application/json": components["schemas"]["ErrorResponse"];
2669
+ };
2670
+ };
2671
+ /** @description The database is unavailable. */
2672
+ 503: {
2673
+ headers: {
2674
+ [name: string]: unknown;
2675
+ };
2676
+ content: {
2677
+ "application/json": components["schemas"]["ErrorResponse"];
2678
+ };
2679
+ };
2680
+ };
2681
+ };
2579
2682
  getInstitutionalHoldingManager: {
2580
2683
  parameters: {
2581
2684
  query?: never;
@@ -4189,6 +4292,9 @@ declare class InstitutionalFilings {
4189
4292
  declare class InstitutionalManagers {
4190
4293
  private readonly transport;
4191
4294
  constructor(transport: HttpTransport);
4295
+ search({ query, }: {
4296
+ query: string;
4297
+ }): PromiseWithResponse<JsonResponse<"searchInstitutionalHoldingManagers">>;
4192
4298
  list({ cik, form13fFileNumber, cursor, limit, }?: {
4193
4299
  cik?: string;
4194
4300
  form13fFileNumber?: string;
package/dist/index.js CHANGED
@@ -535,6 +535,14 @@ var InstitutionalManagers = class {
535
535
  this.transport = transport;
536
536
  }
537
537
  transport;
538
+ search({
539
+ query
540
+ }) {
541
+ return this.transport.request({
542
+ path: ["v1", "institutional-holdings", "managers", "search"],
543
+ query: { query }
544
+ });
545
+ }
538
546
  list({
539
547
  cik,
540
548
  form13fFileNumber,
package/dist/index.js.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"sources":["../src/error.ts","../src/promise.ts","../src/internal/transport.ts","../src/resources/feeds.ts","../src/resources/products.ts","../src/client.ts"],"sourcesContent":["export interface APIErrorOptions {\n status?: number;\n code?: string;\n headers?: Headers;\n}\n\nexport class APIError extends Error {\n readonly status: number | undefined;\n readonly code: string | undefined;\n readonly headers: Headers | undefined;\n\n constructor(message: string, options: APIErrorOptions = {}) {\n super(message);\n this.name = \"APIError\";\n this.status = options.status;\n this.code = options.code;\n this.headers = options.headers;\n }\n}\n","export interface PromiseWithResponse<T> extends Promise<T> {\n withResponse(): Promise<{ data: T; response: Response }>;\n}\n\nexport function createPromiseWithResponse<T>(\n response: Promise<{ data: T; response: Response }>,\n): PromiseWithResponse<T> {\n const promise = response.then(({ data }) => data) as PromiseWithResponse<T>;\n\n Object.defineProperty(promise, \"withResponse\", {\n value: () => response,\n });\n\n // A caller may consume only withResponse(). Mark this branch as handled while\n // preserving the original rejection for ordinary await and Promise chaining.\n void promise.catch(() => undefined);\n return promise;\n}\n","import { APIError } from \"../error\";\nimport {\n createPromiseWithResponse,\n type PromiseWithResponse,\n} from \"../promise\";\n\nexport const ATTEMPT_TIMEOUT_MS = 30_000;\nexport const MAX_RETRIES = 2;\nexport const BASE_RETRY_DELAY_MS = 250;\nexport const MAX_RETRY_DELAY_MS = 30_000;\n\nconst PRODUCTION_BASE_URL = \"https://api.chadwin.co\";\nconst INVALID_BASE_URL_MESSAGE =\n \"baseURL must be an HTTP or HTTPS URL without credentials, a query, or a fragment\";\nconst SAFE_ERROR_CODE = /^[a-z][a-z0-9_]{0,63}$/;\n\ntype QueryScalar = boolean | number | string;\n\nexport type QueryValue =\n | QueryScalar\n | readonly QueryScalar[]\n | null\n | undefined;\n\nexport interface TransportRequest {\n path: readonly string[];\n query?: Readonly<Record<string, QueryValue>>;\n responseType?: \"json\" | \"text\";\n}\n\ninterface HttpTransportOptions {\n apiKey: string;\n baseURL?: string;\n fetch?: typeof fetch;\n}\n\ninterface AttemptErrorResponse {\n code: string | undefined;\n response: Response;\n}\n\nclass AttemptFailure extends Error {\n constructor(readonly timedOut: boolean) {\n super(timedOut ? \"Request timed out\" : \"Network request failed\");\n }\n}\n\nexport class HttpTransport {\n readonly #apiKey: string;\n readonly #fetch: typeof fetch;\n readonly #baseURL: URL;\n\n constructor(options: HttpTransportOptions) {\n this.#apiKey = options.apiKey;\n this.#baseURL = normalizeBaseURL(options.baseURL ?? PRODUCTION_BASE_URL);\n this.#fetch = options.fetch ?? ((input, init) => globalThis.fetch(input, init));\n }\n\n request<T>(request: TransportRequest): PromiseWithResponse<T> {\n return createPromiseWithResponse(this.#performRequest<T>(request));\n }\n\n async #performRequest<T>(\n request: TransportRequest,\n ): Promise<{ data: T; response: Response }> {\n const url = buildUrl(this.#baseURL, request);\n let lastFailureWasTimeout = false;\n\n for (let attempt = 0; attempt <= MAX_RETRIES; attempt += 1) {\n let result: { data: T; response: Response } | AttemptErrorResponse;\n try {\n result = await this.#attempt<T>(url, request.responseType ?? \"json\");\n } catch (error) {\n if (error instanceof APIError) {\n throw error;\n }\n if (!(error instanceof AttemptFailure)) {\n throw new APIError(\"API request failed\");\n }\n lastFailureWasTimeout = error.timedOut;\n if (attempt === MAX_RETRIES) {\n throw new APIError(\n lastFailureWasTimeout\n ? \"API request timed out\"\n : \"API request failed\",\n );\n }\n await wait(backoffDelay(attempt));\n continue;\n }\n\n if (\"data\" in result) {\n return result;\n }\n\n if (shouldRetry(result.response.status, result.code) && attempt < MAX_RETRIES) {\n await wait(retryDelay(result.response, attempt));\n continue;\n }\n\n throw errorFromResponse(result.response, result.code, this.#apiKey);\n }\n\n throw new APIError(\n lastFailureWasTimeout ? \"API request timed out\" : \"API request failed\",\n );\n }\n\n async #attempt<T>(\n url: URL,\n responseType: \"json\" | \"text\",\n ): Promise<{ data: T; response: Response } | AttemptErrorResponse> {\n const controller = new AbortController();\n let timedOut = false;\n const timeout = setTimeout(() => {\n timedOut = true;\n controller.abort();\n }, ATTEMPT_TIMEOUT_MS);\n\n try {\n let response: Response;\n try {\n response = await this.#fetch(url, {\n headers: {\n authorization: `Bearer ${this.#apiKey}`,\n },\n method: \"GET\",\n signal: controller.signal,\n });\n } catch {\n throw new AttemptFailure(timedOut);\n }\n\n if (!response.ok) {\n return {\n code: await readErrorCode(response, this.#apiKey),\n response,\n };\n }\n\n try {\n const data =\n responseType === \"text\"\n ? await response.text()\n : await response.json();\n return { data: data as T, response };\n } catch (error) {\n if (responseType === \"json\" && error instanceof SyntaxError) {\n throw new APIError(\"API returned an invalid JSON response\", {\n headers: safeErrorHeaders(response.headers, this.#apiKey),\n status: response.status,\n });\n }\n throw new APIError(\"API returned an invalid response body\", {\n headers: safeErrorHeaders(response.headers, this.#apiKey),\n status: response.status,\n });\n }\n } finally {\n clearTimeout(timeout);\n }\n }\n}\n\nfunction normalizeBaseURL(value: string) {\n let url: URL;\n try {\n url = new URL(value);\n } catch {\n throw new TypeError(INVALID_BASE_URL_MESSAGE);\n }\n if (\n (url.protocol !== \"http:\" && url.protocol !== \"https:\") ||\n url.username ||\n url.password ||\n url.href !== `${url.origin}${url.pathname}`\n ) {\n throw new TypeError(INVALID_BASE_URL_MESSAGE);\n }\n url.pathname = `${url.pathname.replace(/\\/+$/, \"\")}/`;\n return url;\n}\n\nfunction buildUrl(baseURL: URL, request: TransportRequest) {\n const path = request.path.map((segment) => encodeURIComponent(segment)).join(\"/\");\n const url = new URL(path, baseURL);\n for (const [key, value] of Object.entries(request.query ?? {})) {\n if (value === undefined || value === null) continue;\n const values = Array.isArray(value) ? value : [value];\n for (const entry of values) {\n url.searchParams.append(key, String(entry));\n }\n }\n return url;\n}\n\nasync function readErrorCode(response: Response, apiKey: string) {\n try {\n const body: unknown = await response.json();\n if (\n body !== null &&\n typeof body === \"object\" &&\n \"error\" in body &&\n typeof body.error === \"string\" &&\n body.error !== apiKey &&\n SAFE_ERROR_CODE.test(body.error)\n ) {\n return body.error;\n }\n } catch {\n // A missing or malformed error body falls back to the HTTP status.\n }\n return undefined;\n}\n\nfunction shouldRetry(status: number, code: string | undefined) {\n if (code === \"billing_period_quota_exceeded\") return false;\n return (\n code === \"rate_limited\" ||\n status === 502 ||\n status === 503 ||\n status === 504\n );\n}\n\nfunction retryDelay(response: Response, retry: number) {\n const retryAfter = response.headers.get(\"retry-after\");\n if (retryAfter === null) return backoffDelay(retry);\n\n const seconds = Number(retryAfter);\n if (Number.isFinite(seconds) && seconds >= 0) {\n return Math.min(seconds * 1_000, MAX_RETRY_DELAY_MS);\n }\n\n const date = Date.parse(retryAfter);\n if (!Number.isNaN(date)) {\n return Math.min(Math.max(0, date - Date.now()), MAX_RETRY_DELAY_MS);\n }\n\n return backoffDelay(retry);\n}\n\nfunction backoffDelay(retry: number) {\n return Math.min(BASE_RETRY_DELAY_MS * 2 ** retry, MAX_RETRY_DELAY_MS);\n}\n\nfunction wait(milliseconds: number) {\n return new Promise<void>((resolve) => setTimeout(resolve, milliseconds));\n}\n\nfunction errorFromResponse(\n response: Response,\n code: string | undefined,\n apiKey: string,\n) {\n const suffix = code ? ` (${code})` : \"\";\n return new APIError(\n `API request failed with status ${response.status}${suffix}`,\n {\n ...(code === undefined ? {} : { code }),\n headers: safeErrorHeaders(response.headers, apiKey),\n status: response.status,\n },\n );\n}\n\nfunction safeErrorHeaders(headers: Headers, apiKey: string) {\n const safe = new Headers();\n for (const [name, value] of headers) {\n const normalizedName = name.toLowerCase();\n if (\n normalizedName === \"authorization\" ||\n normalizedName === \"cookie\" ||\n normalizedName === \"proxy-authorization\" ||\n normalizedName === \"set-cookie\" ||\n value.includes(apiKey)\n ) {\n continue;\n }\n safe.append(name, value);\n }\n return safe;\n}\n","import type { PromiseWithResponse } from \"../promise\";\nimport type {\n CompanyReportFeedFilters,\n InsiderActivityFeedFilters,\n InsiderTransactionFeedFilters,\n InstitutionalFilingFeedFilters,\n} from \"../types\";\nimport type { JsonResponse } from \"../internal/operations\";\nimport type { HttpTransport } from \"../internal/transport\";\n\nexport class Feeds {\n readonly companyReports: CompanyReportFeed;\n readonly insiderActivity: InsiderActivityFeed;\n readonly insiderTransactions: InsiderTransactionFeed;\n readonly institutionalFilings: InstitutionalFilingFeed;\n\n constructor(transport: HttpTransport) {\n this.companyReports = new CompanyReportFeed(transport);\n this.insiderActivity = new InsiderActivityFeed(transport);\n this.insiderTransactions = new InsiderTransactionFeed(transport);\n this.institutionalFilings = new InstitutionalFilingFeed(transport);\n }\n}\n\nclass CompanyReportFeed {\n constructor(private readonly transport: HttpTransport) {}\n\n listLatest(\n filters: CompanyReportFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listCompanyReportFeed\">> {\n return this.#request(filters, {});\n }\n\n listAfter({\n cursor,\n ...filters\n }: CompanyReportFeedFilters & {\n cursor: string;\n }): PromiseWithResponse<JsonResponse<\"listCompanyReportFeed\">> {\n return this.#request(filters, { cursor });\n }\n\n startFromNow(\n filters: CompanyReportFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listCompanyReportFeed\">> {\n return this.#request(filters, { start: \"now\" });\n }\n\n #request(\n filters: CompanyReportFeedFilters,\n mode: { cursor?: string; start?: \"now\" },\n ): PromiseWithResponse<JsonResponse<\"listCompanyReportFeed\">> {\n return this.transport.request({\n path: [\"v1\", \"company-reports\", \"feed\"],\n query: {\n ...mode,\n forms: filters.forms?.join(\",\"),\n limit: filters.limit,\n },\n });\n }\n}\n\nclass InsiderActivityFeed {\n constructor(private readonly transport: HttpTransport) {}\n\n listLatest(\n filters: InsiderActivityFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInsiderActivityFeed\">> {\n return this.#request(filters, {});\n }\n\n listAfter({\n cursor,\n ...filters\n }: InsiderActivityFeedFilters & {\n cursor: string;\n }): PromiseWithResponse<JsonResponse<\"listInsiderActivityFeed\">> {\n return this.#request(filters, { cursor });\n }\n\n startFromNow(\n filters: InsiderActivityFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInsiderActivityFeed\">> {\n return this.#request(filters, { start: \"now\" });\n }\n\n #request(\n filters: InsiderActivityFeedFilters,\n mode: { cursor?: string; start?: \"now\" },\n ): PromiseWithResponse<JsonResponse<\"listInsiderActivityFeed\">> {\n return this.transport.request({\n path: [\"v1\", \"insider-activity\", \"feed\"],\n query: {\n ...mode,\n forms: filters.forms?.join(\",\"),\n limit: filters.limit,\n },\n });\n }\n}\n\nclass InsiderTransactionFeed {\n constructor(private readonly transport: HttpTransport) {}\n\n listLatest(\n filters: InsiderTransactionFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInsiderTransactionFeed\">> {\n return this.#request(filters, {});\n }\n\n listAfter({\n cursor,\n ...filters\n }: InsiderTransactionFeedFilters & {\n cursor: string;\n }): PromiseWithResponse<JsonResponse<\"listInsiderTransactionFeed\">> {\n return this.#request(filters, { cursor });\n }\n\n startFromNow(\n filters: InsiderTransactionFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInsiderTransactionFeed\">> {\n return this.#request(filters, { start: \"now\" });\n }\n\n #request(\n filters: InsiderTransactionFeedFilters,\n mode: { cursor?: string; start?: \"now\" },\n ): PromiseWithResponse<JsonResponse<\"listInsiderTransactionFeed\">> {\n return this.transport.request({\n path: [\"v1\", \"insider-transactions\", \"feed\"],\n query: {\n ...mode,\n limit: filters.limit,\n transaction_codes: filters.transactionCodes?.join(\",\"),\n },\n });\n }\n}\n\nclass InstitutionalFilingFeed {\n constructor(private readonly transport: HttpTransport) {}\n\n listLatest(\n filters: InstitutionalFilingFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingFeed\">> {\n return this.#request(filters, {});\n }\n\n listAfter({\n cursor,\n ...filters\n }: InstitutionalFilingFeedFilters & {\n cursor: string;\n }): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingFeed\">> {\n return this.#request(filters, { cursor });\n }\n\n startFromNow(\n filters: InstitutionalFilingFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingFeed\">> {\n return this.#request(filters, { start: \"now\" });\n }\n\n #request(\n filters: InstitutionalFilingFeedFilters,\n mode: { cursor?: string; start?: \"now\" },\n ): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingFeed\">> {\n return this.transport.request({\n path: [\"v1\", \"institutional-holdings\", \"feed\"],\n query: {\n ...mode,\n forms: filters.forms?.join(\",\"),\n limit: filters.limit,\n },\n });\n }\n}\n","import type { PromiseWithResponse } from \"../promise\";\nimport type {\n InsiderTransactionCode,\n InstitutionalHolding,\n InstitutionalManager,\n InstitutionalPosition,\n} from \"../types\";\nimport type { JsonResponse, TextResponse } from \"../internal/operations\";\nimport type { HttpTransport } from \"../internal/transport\";\n\nexport class Companies {\n constructor(private readonly transport: HttpTransport) {}\n\n search({ query }: { query: string }): PromiseWithResponse<JsonResponse<\"searchCompanies\">> {\n return this.transport.request({\n path: [\"v1\", \"companies\", \"US\", \"search\"],\n query: { query },\n });\n }\n\n get({ ticker }: { ticker: string }): PromiseWithResponse<JsonResponse<\"getCompany\">> {\n return this.transport.request({\n path: [\"v1\", \"companies\", \"US\", ticker],\n });\n }\n}\n\nexport class CompanyReports {\n constructor(private readonly transport: HttpTransport) {}\n\n get({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getSecCompanyReport\">> {\n return this.transport.request({\n path: [\"v1\", \"sec\", \"company-reports\", accessionNumber],\n });\n }\n\n getByFiscalYear({\n ticker,\n fiscalYear,\n }: {\n ticker: string;\n fiscalYear: number;\n }): PromiseWithResponse<JsonResponse<\"getCompanyReport\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"companies\",\n \"US\",\n ticker,\n \"reports\",\n \"annual\",\n String(fiscalYear),\n ],\n });\n }\n\n getHtml({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<TextResponse<\"getSecCompanyReportContent\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"sec\",\n \"company-reports\",\n accessionNumber,\n \"content.html\",\n ],\n responseType: \"text\",\n });\n }\n}\n\nexport class InsiderTransactions {\n constructor(private readonly transport: HttpTransport) {}\n\n list({\n filingDateFrom,\n filingDateUntil,\n tickers,\n transactionCodes,\n }: {\n filingDateFrom: string;\n filingDateUntil?: string;\n tickers?: string[];\n transactionCodes?: InsiderTransactionCode[];\n }): PromiseWithResponse<JsonResponse<\"listInsiderTransactions\">> {\n return this.transport.request({\n path: [\"v1\", \"insider-transactions\"],\n query: {\n from: filingDateFrom,\n tickers: commaSeparated(tickers),\n transaction_codes: commaSeparated(transactionCodes),\n until: filingDateUntil,\n },\n });\n }\n\n listForCompany({\n ticker,\n filingDateFrom,\n filingDateUntil,\n transactionCodes,\n }: {\n ticker: string;\n filingDateFrom: string;\n filingDateUntil?: string;\n transactionCodes?: InsiderTransactionCode[];\n }): PromiseWithResponse<JsonResponse<\"listCompanyInsiderTransactions\">> {\n return this.transport.request({\n path: [\"v1\", \"companies\", \"US\", ticker, \"insider-transactions\"],\n query: {\n from: filingDateFrom,\n transaction_codes: commaSeparated(transactionCodes),\n until: filingDateUntil,\n },\n });\n }\n}\n\nexport class InsiderFilings {\n constructor(private readonly transport: HttpTransport) {}\n\n get({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getSecInsiderFiling\">> {\n return this.transport.request({\n path: [\"v1\", \"sec\", \"insider-filings\", accessionNumber],\n });\n }\n}\n\nexport class ProposedSales {\n constructor(private readonly transport: HttpTransport) {}\n\n list({\n filingDateFrom,\n filingDateUntil,\n tickers,\n }: {\n filingDateFrom: string;\n filingDateUntil?: string;\n tickers?: string[];\n }): PromiseWithResponse<JsonResponse<\"listProposedSales\">> {\n return this.transport.request({\n path: [\"v1\", \"proposed-sales\"],\n query: {\n from: filingDateFrom,\n tickers: commaSeparated(tickers),\n until: filingDateUntil,\n },\n });\n }\n\n listForCompany({\n ticker,\n filingDateFrom,\n filingDateUntil,\n }: {\n ticker: string;\n filingDateFrom: string;\n filingDateUntil?: string;\n }): PromiseWithResponse<JsonResponse<\"listCompanyProposedSales\">> {\n return this.transport.request({\n path: [\"v1\", \"companies\", \"US\", ticker, \"proposed-sales\"],\n query: { from: filingDateFrom, until: filingDateUntil },\n });\n }\n\n getFiling({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getSecProposedSaleFiling\">> {\n return this.transport.request({\n path: [\"v1\", \"sec\", \"proposed-sales\", accessionNumber],\n });\n }\n}\n\nexport class InstitutionalFilings {\n constructor(private readonly transport: HttpTransport) {}\n\n get({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getSecInstitutionalFiling\">> {\n return this.transport.request({\n path: [\"v1\", \"sec\", \"institutional-filings\", accessionNumber],\n });\n }\n\n listHoldings({\n accessionNumber,\n cursor,\n limit,\n }: {\n accessionNumber: string;\n cursor?: string;\n limit?: number;\n }): PromiseWithResponse<JsonResponse<\"listSecInstitutionalFilingHoldings\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"sec\",\n \"institutional-filings\",\n accessionNumber,\n \"holdings\",\n ],\n query: { cursor, limit },\n });\n }\n\n async *iterateHoldings({\n accessionNumber,\n limit,\n }: {\n accessionNumber: string;\n limit?: number;\n }): AsyncGenerator<InstitutionalHolding> {\n let cursor: string | undefined;\n do {\n const page = await this.listHoldings({\n accessionNumber,\n ...(cursor === undefined ? {} : { cursor }),\n ...(limit === undefined ? {} : { limit }),\n });\n yield* page.holdings;\n cursor = page.next_cursor ?? undefined;\n } while (cursor !== undefined);\n }\n}\n\nexport class InstitutionalManagers {\n constructor(private readonly transport: HttpTransport) {}\n\n list({\n cik,\n form13fFileNumber,\n cursor,\n limit,\n }: {\n cik?: string;\n form13fFileNumber?: string;\n cursor?: string;\n limit?: number;\n } = {}): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingManagers\">> {\n return this.transport.request({\n path: [\"v1\", \"institutional-holdings\", \"managers\"],\n query: {\n cik,\n cursor,\n form_13f_file_number: form13fFileNumber,\n limit,\n },\n });\n }\n\n get({\n form13fFileNumber,\n }: {\n form13fFileNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getInstitutionalHoldingManager\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"institutional-holdings\",\n \"managers\",\n form13fFileNumber,\n ],\n });\n }\n\n listPeriods({\n form13fFileNumber,\n }: {\n form13fFileNumber: string;\n }): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingManagerPeriods\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"institutional-holdings\",\n \"managers\",\n form13fFileNumber,\n \"periods\",\n ],\n });\n }\n\n listHoldings({\n form13fFileNumber,\n reportPeriod,\n cursor,\n limit,\n }: {\n form13fFileNumber: string;\n reportPeriod: string;\n cursor?: string;\n limit?: number;\n }): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingManagerHoldings\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"institutional-holdings\",\n \"managers\",\n form13fFileNumber,\n \"holdings\",\n ],\n query: { cursor, limit, period: reportPeriod },\n });\n }\n\n listPositions({\n form13fFileNumber,\n reportPeriod,\n cursor,\n limit,\n }: {\n form13fFileNumber: string;\n reportPeriod: string;\n cursor?: string;\n limit?: number;\n }): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingManagerPositions\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"institutional-holdings\",\n \"managers\",\n form13fFileNumber,\n \"positions\",\n ],\n query: { cursor, limit, period: reportPeriod },\n });\n }\n\n async *iterate({\n cik,\n form13fFileNumber,\n limit,\n }: {\n cik?: string;\n form13fFileNumber?: string;\n limit?: number;\n } = {}): AsyncGenerator<InstitutionalManager> {\n let cursor: string | undefined;\n do {\n const page = await this.list({\n ...(cik === undefined ? {} : { cik }),\n ...(cursor === undefined ? {} : { cursor }),\n ...(form13fFileNumber === undefined ? {} : { form13fFileNumber }),\n ...(limit === undefined ? {} : { limit }),\n });\n yield* page.managers;\n cursor = page.next_cursor ?? undefined;\n } while (cursor !== undefined);\n }\n\n async *iterateHoldings({\n form13fFileNumber,\n reportPeriod,\n limit,\n }: {\n form13fFileNumber: string;\n reportPeriod: string;\n limit?: number;\n }): AsyncGenerator<InstitutionalHolding> {\n let cursor: string | undefined;\n do {\n const page = await this.listHoldings({\n form13fFileNumber,\n reportPeriod,\n ...(cursor === undefined ? {} : { cursor }),\n ...(limit === undefined ? {} : { limit }),\n });\n yield* page.holdings;\n cursor = page.next_cursor ?? undefined;\n } while (cursor !== undefined);\n }\n\n async *iteratePositions({\n form13fFileNumber,\n reportPeriod,\n limit,\n }: {\n form13fFileNumber: string;\n reportPeriod: string;\n limit?: number;\n }): AsyncGenerator<InstitutionalPosition> {\n let cursor: string | undefined;\n do {\n const page = await this.listPositions({\n form13fFileNumber,\n reportPeriod,\n ...(cursor === undefined ? {} : { cursor }),\n ...(limit === undefined ? {} : { limit }),\n });\n yield* page.positions;\n cursor = page.next_cursor ?? undefined;\n } while (cursor !== undefined);\n }\n}\n\nfunction commaSeparated(values: readonly string[] | undefined) {\n return values?.join(\",\");\n}\n","import { HttpTransport } from \"./internal/transport\";\nimport { Feeds } from \"./resources/feeds\";\nimport {\n Companies,\n CompanyReports,\n InsiderFilings,\n InsiderTransactions,\n InstitutionalFilings,\n InstitutionalManagers,\n ProposedSales,\n} from \"./resources/products\";\n\nexport interface ClientOptions {\n apiKey: string;\n baseURL?: string;\n}\n\nexport class Chadwin {\n readonly companies: Companies;\n readonly companyReports: CompanyReports;\n readonly feeds: Feeds;\n readonly insiderFilings: InsiderFilings;\n readonly insiderTransactions: InsiderTransactions;\n readonly institutionalFilings: InstitutionalFilings;\n readonly institutionalManagers: InstitutionalManagers;\n readonly proposedSales: ProposedSales;\n\n constructor(options: ClientOptions) {\n if (\n !options ||\n typeof options.apiKey !== \"string\" ||\n options.apiKey.trim().length === 0\n ) {\n throw new TypeError(\"A non-empty Chadwin API key is required\");\n }\n\n const transport = new HttpTransport({\n apiKey: options.apiKey,\n ...(options.baseURL === undefined ? {} : { baseURL: options.baseURL }),\n });\n this.companies = new Companies(transport);\n this.companyReports = new CompanyReports(transport);\n this.feeds = new Feeds(transport);\n this.insiderFilings = new InsiderFilings(transport);\n this.insiderTransactions = new InsiderTransactions(transport);\n this.institutionalFilings = new InstitutionalFilings(transport);\n this.institutionalManagers = new InstitutionalManagers(transport);\n this.proposedSales = new ProposedSales(transport);\n 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missing or malformed error body falls back to the HTTP status.\n }\n return undefined;\n}\n\nfunction shouldRetry(status: number, code: string | undefined) {\n if (code === \"billing_period_quota_exceeded\") return false;\n return (\n code === \"rate_limited\" ||\n status === 502 ||\n status === 503 ||\n status === 504\n );\n}\n\nfunction retryDelay(response: Response, retry: number) {\n const retryAfter = response.headers.get(\"retry-after\");\n if (retryAfter === null) return backoffDelay(retry);\n\n const seconds = Number(retryAfter);\n if (Number.isFinite(seconds) && seconds >= 0) {\n return Math.min(seconds * 1_000, MAX_RETRY_DELAY_MS);\n }\n\n const date = Date.parse(retryAfter);\n if (!Number.isNaN(date)) {\n return Math.min(Math.max(0, date - Date.now()), MAX_RETRY_DELAY_MS);\n }\n\n return backoffDelay(retry);\n}\n\nfunction backoffDelay(retry: number) {\n return Math.min(BASE_RETRY_DELAY_MS * 2 ** retry, MAX_RETRY_DELAY_MS);\n}\n\nfunction wait(milliseconds: number) {\n return new Promise<void>((resolve) => setTimeout(resolve, milliseconds));\n}\n\nfunction errorFromResponse(\n response: Response,\n code: string | undefined,\n apiKey: string,\n) {\n const suffix = code ? ` (${code})` : \"\";\n return new APIError(\n `API request failed with status ${response.status}${suffix}`,\n {\n ...(code === undefined ? {} : { code }),\n headers: safeErrorHeaders(response.headers, apiKey),\n status: response.status,\n },\n );\n}\n\nfunction safeErrorHeaders(headers: Headers, apiKey: string) {\n const safe = new Headers();\n for (const [name, value] of headers) {\n const normalizedName = name.toLowerCase();\n if (\n normalizedName === \"authorization\" ||\n normalizedName === \"cookie\" ||\n normalizedName === \"proxy-authorization\" ||\n normalizedName === \"set-cookie\" ||\n value.includes(apiKey)\n ) {\n continue;\n }\n safe.append(name, value);\n }\n return safe;\n}\n","import type { PromiseWithResponse } from \"../promise\";\nimport type {\n CompanyReportFeedFilters,\n InsiderActivityFeedFilters,\n InsiderTransactionFeedFilters,\n InstitutionalFilingFeedFilters,\n} from \"../types\";\nimport type { JsonResponse } from \"../internal/operations\";\nimport type { HttpTransport } from \"../internal/transport\";\n\nexport class Feeds {\n readonly companyReports: CompanyReportFeed;\n readonly insiderActivity: InsiderActivityFeed;\n readonly insiderTransactions: InsiderTransactionFeed;\n readonly institutionalFilings: InstitutionalFilingFeed;\n\n constructor(transport: HttpTransport) {\n this.companyReports = new CompanyReportFeed(transport);\n this.insiderActivity = new InsiderActivityFeed(transport);\n this.insiderTransactions = new InsiderTransactionFeed(transport);\n this.institutionalFilings = new InstitutionalFilingFeed(transport);\n }\n}\n\nclass CompanyReportFeed {\n constructor(private readonly transport: HttpTransport) {}\n\n listLatest(\n filters: CompanyReportFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listCompanyReportFeed\">> {\n return this.#request(filters, {});\n }\n\n listAfter({\n cursor,\n ...filters\n }: CompanyReportFeedFilters & {\n cursor: string;\n }): PromiseWithResponse<JsonResponse<\"listCompanyReportFeed\">> {\n return this.#request(filters, { cursor });\n }\n\n startFromNow(\n filters: CompanyReportFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listCompanyReportFeed\">> {\n return this.#request(filters, { start: \"now\" });\n }\n\n #request(\n filters: CompanyReportFeedFilters,\n mode: { cursor?: string; start?: \"now\" },\n ): PromiseWithResponse<JsonResponse<\"listCompanyReportFeed\">> {\n return this.transport.request({\n path: [\"v1\", \"company-reports\", \"feed\"],\n query: {\n ...mode,\n forms: filters.forms?.join(\",\"),\n limit: filters.limit,\n },\n });\n }\n}\n\nclass InsiderActivityFeed {\n constructor(private readonly transport: HttpTransport) {}\n\n listLatest(\n filters: InsiderActivityFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInsiderActivityFeed\">> {\n return this.#request(filters, {});\n }\n\n listAfter({\n cursor,\n ...filters\n }: InsiderActivityFeedFilters & {\n cursor: string;\n }): PromiseWithResponse<JsonResponse<\"listInsiderActivityFeed\">> {\n return this.#request(filters, { cursor });\n }\n\n startFromNow(\n filters: InsiderActivityFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInsiderActivityFeed\">> {\n return this.#request(filters, { start: \"now\" });\n }\n\n #request(\n filters: InsiderActivityFeedFilters,\n mode: { cursor?: string; start?: \"now\" },\n ): PromiseWithResponse<JsonResponse<\"listInsiderActivityFeed\">> {\n return this.transport.request({\n path: [\"v1\", \"insider-activity\", \"feed\"],\n query: {\n ...mode,\n forms: filters.forms?.join(\",\"),\n limit: filters.limit,\n },\n });\n }\n}\n\nclass InsiderTransactionFeed {\n constructor(private readonly transport: HttpTransport) {}\n\n listLatest(\n filters: InsiderTransactionFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInsiderTransactionFeed\">> {\n return this.#request(filters, {});\n }\n\n listAfter({\n cursor,\n ...filters\n }: InsiderTransactionFeedFilters & {\n cursor: string;\n }): PromiseWithResponse<JsonResponse<\"listInsiderTransactionFeed\">> {\n return this.#request(filters, { cursor });\n }\n\n startFromNow(\n filters: InsiderTransactionFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInsiderTransactionFeed\">> {\n return this.#request(filters, { start: \"now\" });\n }\n\n #request(\n filters: InsiderTransactionFeedFilters,\n mode: { cursor?: string; start?: \"now\" },\n ): PromiseWithResponse<JsonResponse<\"listInsiderTransactionFeed\">> {\n return this.transport.request({\n path: [\"v1\", \"insider-transactions\", \"feed\"],\n query: {\n ...mode,\n limit: filters.limit,\n transaction_codes: filters.transactionCodes?.join(\",\"),\n },\n });\n }\n}\n\nclass InstitutionalFilingFeed {\n constructor(private readonly transport: HttpTransport) {}\n\n listLatest(\n filters: InstitutionalFilingFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingFeed\">> {\n return this.#request(filters, {});\n }\n\n listAfter({\n cursor,\n ...filters\n }: InstitutionalFilingFeedFilters & {\n cursor: string;\n }): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingFeed\">> {\n return this.#request(filters, { cursor });\n }\n\n startFromNow(\n filters: InstitutionalFilingFeedFilters = {},\n ): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingFeed\">> {\n return this.#request(filters, { start: \"now\" });\n }\n\n #request(\n filters: InstitutionalFilingFeedFilters,\n mode: { cursor?: string; start?: \"now\" },\n ): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingFeed\">> {\n return this.transport.request({\n path: [\"v1\", \"institutional-holdings\", \"feed\"],\n query: {\n ...mode,\n forms: filters.forms?.join(\",\"),\n limit: filters.limit,\n },\n });\n }\n}\n","import type { PromiseWithResponse } from \"../promise\";\nimport type {\n InsiderTransactionCode,\n InstitutionalHolding,\n InstitutionalManager,\n InstitutionalPosition,\n} from \"../types\";\nimport type { JsonResponse, TextResponse } from \"../internal/operations\";\nimport type { HttpTransport } from \"../internal/transport\";\n\nexport class Companies {\n constructor(private readonly transport: HttpTransport) {}\n\n search({ query }: { query: string }): PromiseWithResponse<JsonResponse<\"searchCompanies\">> {\n return this.transport.request({\n path: [\"v1\", \"companies\", \"US\", \"search\"],\n query: { query },\n });\n }\n\n get({ ticker }: { ticker: string }): PromiseWithResponse<JsonResponse<\"getCompany\">> {\n return this.transport.request({\n path: [\"v1\", \"companies\", \"US\", ticker],\n });\n }\n}\n\nexport class CompanyReports {\n constructor(private readonly transport: HttpTransport) {}\n\n get({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getSecCompanyReport\">> {\n return this.transport.request({\n path: [\"v1\", \"sec\", \"company-reports\", accessionNumber],\n });\n }\n\n getByFiscalYear({\n ticker,\n fiscalYear,\n }: {\n ticker: string;\n fiscalYear: number;\n }): PromiseWithResponse<JsonResponse<\"getCompanyReport\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"companies\",\n \"US\",\n ticker,\n \"reports\",\n \"annual\",\n String(fiscalYear),\n ],\n });\n }\n\n getHtml({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<TextResponse<\"getSecCompanyReportContent\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"sec\",\n \"company-reports\",\n accessionNumber,\n \"content.html\",\n ],\n responseType: \"text\",\n });\n }\n}\n\nexport class InsiderTransactions {\n constructor(private readonly transport: HttpTransport) {}\n\n list({\n filingDateFrom,\n filingDateUntil,\n tickers,\n transactionCodes,\n }: {\n filingDateFrom: string;\n filingDateUntil?: string;\n tickers?: string[];\n transactionCodes?: InsiderTransactionCode[];\n }): PromiseWithResponse<JsonResponse<\"listInsiderTransactions\">> {\n return this.transport.request({\n path: [\"v1\", \"insider-transactions\"],\n query: {\n from: filingDateFrom,\n tickers: commaSeparated(tickers),\n transaction_codes: commaSeparated(transactionCodes),\n until: filingDateUntil,\n },\n });\n }\n\n listForCompany({\n ticker,\n filingDateFrom,\n filingDateUntil,\n transactionCodes,\n }: {\n ticker: string;\n filingDateFrom: string;\n filingDateUntil?: string;\n transactionCodes?: InsiderTransactionCode[];\n }): PromiseWithResponse<JsonResponse<\"listCompanyInsiderTransactions\">> {\n return this.transport.request({\n path: [\"v1\", \"companies\", \"US\", ticker, \"insider-transactions\"],\n query: {\n from: filingDateFrom,\n transaction_codes: commaSeparated(transactionCodes),\n until: filingDateUntil,\n },\n });\n }\n}\n\nexport class InsiderFilings {\n constructor(private readonly transport: HttpTransport) {}\n\n get({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getSecInsiderFiling\">> {\n return this.transport.request({\n path: [\"v1\", \"sec\", \"insider-filings\", accessionNumber],\n });\n }\n}\n\nexport class ProposedSales {\n constructor(private readonly transport: HttpTransport) {}\n\n list({\n filingDateFrom,\n filingDateUntil,\n tickers,\n }: {\n filingDateFrom: string;\n filingDateUntil?: string;\n tickers?: string[];\n }): PromiseWithResponse<JsonResponse<\"listProposedSales\">> {\n return this.transport.request({\n path: [\"v1\", \"proposed-sales\"],\n query: {\n from: filingDateFrom,\n tickers: commaSeparated(tickers),\n until: filingDateUntil,\n },\n });\n }\n\n listForCompany({\n ticker,\n filingDateFrom,\n filingDateUntil,\n }: {\n ticker: string;\n filingDateFrom: string;\n filingDateUntil?: string;\n }): PromiseWithResponse<JsonResponse<\"listCompanyProposedSales\">> {\n return this.transport.request({\n path: [\"v1\", \"companies\", \"US\", ticker, \"proposed-sales\"],\n query: { from: filingDateFrom, until: filingDateUntil },\n });\n }\n\n getFiling({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getSecProposedSaleFiling\">> {\n return this.transport.request({\n path: [\"v1\", \"sec\", \"proposed-sales\", accessionNumber],\n });\n }\n}\n\nexport class InstitutionalFilings {\n constructor(private readonly transport: HttpTransport) {}\n\n get({\n accessionNumber,\n }: {\n accessionNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getSecInstitutionalFiling\">> {\n return this.transport.request({\n path: [\"v1\", \"sec\", \"institutional-filings\", accessionNumber],\n });\n }\n\n listHoldings({\n accessionNumber,\n cursor,\n limit,\n }: {\n accessionNumber: string;\n cursor?: string;\n limit?: number;\n }): PromiseWithResponse<JsonResponse<\"listSecInstitutionalFilingHoldings\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"sec\",\n \"institutional-filings\",\n accessionNumber,\n \"holdings\",\n ],\n query: { cursor, limit },\n });\n }\n\n async *iterateHoldings({\n accessionNumber,\n limit,\n }: {\n accessionNumber: string;\n limit?: number;\n }): AsyncGenerator<InstitutionalHolding> {\n let cursor: string | undefined;\n do {\n const page = await this.listHoldings({\n accessionNumber,\n ...(cursor === undefined ? {} : { cursor }),\n ...(limit === undefined ? {} : { limit }),\n });\n yield* page.holdings;\n cursor = page.next_cursor ?? undefined;\n } while (cursor !== undefined);\n }\n}\n\nexport class InstitutionalManagers {\n constructor(private readonly transport: HttpTransport) {}\n\n search({\n query,\n }: {\n query: string;\n }): PromiseWithResponse<JsonResponse<\"searchInstitutionalHoldingManagers\">> {\n return this.transport.request({\n path: [\"v1\", \"institutional-holdings\", \"managers\", \"search\"],\n query: { query },\n });\n }\n\n list({\n cik,\n form13fFileNumber,\n cursor,\n limit,\n }: {\n cik?: string;\n form13fFileNumber?: string;\n cursor?: string;\n limit?: number;\n } = {}): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingManagers\">> {\n return this.transport.request({\n path: [\"v1\", \"institutional-holdings\", \"managers\"],\n query: {\n cik,\n cursor,\n form_13f_file_number: form13fFileNumber,\n limit,\n },\n });\n }\n\n get({\n form13fFileNumber,\n }: {\n form13fFileNumber: string;\n }): PromiseWithResponse<JsonResponse<\"getInstitutionalHoldingManager\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"institutional-holdings\",\n \"managers\",\n form13fFileNumber,\n ],\n });\n }\n\n listPeriods({\n form13fFileNumber,\n }: {\n form13fFileNumber: string;\n }): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingManagerPeriods\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"institutional-holdings\",\n \"managers\",\n form13fFileNumber,\n \"periods\",\n ],\n });\n }\n\n listHoldings({\n form13fFileNumber,\n reportPeriod,\n cursor,\n limit,\n }: {\n form13fFileNumber: string;\n reportPeriod: string;\n cursor?: string;\n limit?: number;\n }): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingManagerHoldings\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"institutional-holdings\",\n \"managers\",\n form13fFileNumber,\n \"holdings\",\n ],\n query: { cursor, limit, period: reportPeriod },\n });\n }\n\n listPositions({\n form13fFileNumber,\n reportPeriod,\n cursor,\n limit,\n }: {\n form13fFileNumber: string;\n reportPeriod: string;\n cursor?: string;\n limit?: number;\n }): PromiseWithResponse<JsonResponse<\"listInstitutionalHoldingManagerPositions\">> {\n return this.transport.request({\n path: [\n \"v1\",\n \"institutional-holdings\",\n \"managers\",\n form13fFileNumber,\n \"positions\",\n ],\n query: { cursor, limit, period: reportPeriod },\n });\n }\n\n async *iterate({\n cik,\n form13fFileNumber,\n limit,\n }: {\n cik?: string;\n form13fFileNumber?: string;\n limit?: number;\n } = {}): AsyncGenerator<InstitutionalManager> {\n let cursor: string | undefined;\n do {\n const page = await this.list({\n ...(cik === undefined ? {} : { cik }),\n ...(cursor === undefined ? {} : { cursor }),\n ...(form13fFileNumber === undefined ? {} : { form13fFileNumber }),\n ...(limit === undefined ? {} : { limit }),\n });\n yield* page.managers;\n cursor = page.next_cursor ?? undefined;\n } while (cursor !== undefined);\n }\n\n async *iterateHoldings({\n form13fFileNumber,\n reportPeriod,\n limit,\n }: {\n form13fFileNumber: string;\n reportPeriod: string;\n limit?: number;\n }): AsyncGenerator<InstitutionalHolding> {\n let cursor: string | undefined;\n do {\n const page = await this.listHoldings({\n form13fFileNumber,\n reportPeriod,\n ...(cursor === undefined ? {} : { cursor }),\n ...(limit === undefined ? {} : { limit }),\n });\n yield* page.holdings;\n cursor = page.next_cursor ?? undefined;\n } while (cursor !== undefined);\n }\n\n async *iteratePositions({\n form13fFileNumber,\n reportPeriod,\n limit,\n }: {\n form13fFileNumber: string;\n reportPeriod: string;\n limit?: number;\n }): AsyncGenerator<InstitutionalPosition> {\n let cursor: string | undefined;\n do {\n const page = await this.listPositions({\n form13fFileNumber,\n reportPeriod,\n ...(cursor === undefined ? {} : { cursor }),\n ...(limit === undefined ? {} : { limit }),\n });\n yield* page.positions;\n cursor = page.next_cursor ?? undefined;\n } while (cursor !== undefined);\n }\n}\n\nfunction commaSeparated(values: readonly string[] | undefined) {\n return values?.join(\",\");\n}\n","import { HttpTransport } from \"./internal/transport\";\nimport { Feeds } from \"./resources/feeds\";\nimport {\n Companies,\n CompanyReports,\n InsiderFilings,\n InsiderTransactions,\n InstitutionalFilings,\n InstitutionalManagers,\n ProposedSales,\n} from \"./resources/products\";\n\nexport interface ClientOptions {\n apiKey: string;\n baseURL?: string;\n}\n\nexport class Chadwin {\n readonly companies: Companies;\n readonly companyReports: CompanyReports;\n readonly feeds: Feeds;\n readonly insiderFilings: InsiderFilings;\n readonly insiderTransactions: InsiderTransactions;\n readonly institutionalFilings: InstitutionalFilings;\n readonly institutionalManagers: InstitutionalManagers;\n readonly proposedSales: ProposedSales;\n\n constructor(options: ClientOptions) {\n if (\n !options ||\n typeof options.apiKey !== \"string\" ||\n options.apiKey.trim().length === 0\n ) {\n throw new TypeError(\"A non-empty Chadwin API key is required\");\n }\n\n const transport = new HttpTransport({\n apiKey: options.apiKey,\n ...(options.baseURL === undefined ? {} : { baseURL: options.baseURL }),\n });\n this.companies = new Companies(transport);\n this.companyReports = new CompanyReports(transport);\n this.feeds = new Feeds(transport);\n this.insiderFilings = new InsiderFilings(transport);\n this.insiderTransactions = new InsiderTransactions(transport);\n this.institutionalFilings = new InstitutionalFilings(transport);\n this.institutionalManagers = new InstitutionalManagers(transport);\n this.proposedSales = new ProposedSales(transport);\n 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package/package.json CHANGED
@@ -1,6 +1,6 @@
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1
  {
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2
  "name": "@chadwin/sdk",
3
- "version": "0.1.0",
3
+ "version": "0.2.0",
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4
  "description": "Official Node.js SDK for the Chadwin API",
5
5
  "license": "MIT",
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6
  "homepage": "https://www.chadwin.co/docs/nodejs-sdk",