@chadwin/sdk 0.12.1 → 0.12.2
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- package/README.md +0 -17
- package/package.json +1 -1
package/README.md
CHANGED
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@@ -31,20 +31,3 @@ console.log(company.name);
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```
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See the [Node.js SDK guide](https://www.chadwin.co/docs/nodejs-sdk) for method signatures and the [API reference](https://www.chadwin.co/docs/api) for HTTP paths and response schemas.
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## Upgrade to 0.12
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Replace `companyReports.get(...)` with `companyReports.list({ from: "2025-01-01", ... })`. The new method returns cursor-paginated annual and quarterly report history across filing entities. Add `ticker` or `cik`, plus `until`, `forms`, `fiscalYear`, or `fiscalPeriod` filters as needed. Continue with `next_cursor` and unchanged filters and page size.
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HTTP clients must replace `/v1/companies/reports` with `/v1/company-reports`. The `from` query parameter is required and `until` defaults to today. Remove the `sec` path segment from company-report, current-report, insider-filing, proposed-sale-filing and institutional-filing routes. The old paths return 404.
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MCP replaces `get_company_report` with `list_company_reports`. Use `companyReports.getByAccession` or `get_company_report_by_accession` for one exact filing and the matching HTML methods for its cleaned content.
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`currentReports.list(...)` now accepts either `ticker` or `cik`, never both. Replace `institutionalManagers.iterateManagers(...)` with `institutionalManagers.iterate(...)`. Company listing objects no longer contain `is_current`.
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Insider transactions and proposed sales use `list` and `iterate` for one company, a watchlist, or the listed-company universe. Replace `listForCompany({ ticker, ... })` and `iterateForCompany({ ticker, ... })` with `list({ tickers: [ticker], ... })` and `iterate({ tickers: [ticker], ... })`. Each row contains its issuer; there is no separate company envelope.
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HTTP clients use `/v1/insider-transactions` and `/v1/proposed-sales` with optional `tickers` or `ciks` comma lists. The old `/v1/companies/US/{ticker}/insider-transactions` and `/v1/companies/US/{ticker}/proposed-sales` URLs return JSON 404. MCP history tools accept the same mutually exclusive lists. SDK callers use string arrays, for example `client.insiderTransactions.list({ ciks: ["0000034088"], from: "2026-01-01", until: "2026-01-31" })`.
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CIKs select filing entities directly, including eligible rows without current listings. Omit both filters for the current listed-company universe. Unknown or ambiguous tickers fail the whole request. Empty or mixed lists fail validation. Histories retain filing-date windows, transaction codes, page limits, access, and quotas.
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Restart history pagination after upgrading: old cursors return `invalid_cursor`. Keep the same identifiers, dates, codes, and page size for continuation. A changed ticker-to-CIK mapping also returns `invalid_cursor`; restart instead of reusing that cursor.
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