npm - @cyanheads/secedgar-mcp-server - Versions diffs - 0.6.2 → 0.7.0 - Mend

@cyanheads/secedgar-mcp-server 0.6.2 → 0.7.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.

Files changed (59) hide show

package/dist/mcp-server/tools/definitions/search-concepts.tool.d.ts CHANGED Viewed

@@ -1,6 +1,6 @@
 /**
  * @fileoverview Search supported XBRL financial concepts by keyword, statement group, or taxonomy.
- * Discovery tool for the friendly names accepted by secedgar_get_financials and secedgar_compare_metric.
+ * Discovery tool for the friendly names accepted by secedgar_get_financials and secedgar_fetch_frames.
  * Also performs reverse lookup: passing a raw XBRL tag returns the friendly mapping(s) it belongs to.
  * @module mcp-server/tools/definitions/search-concepts
  */
@@ -39,5 +39,7 @@ export declare const searchConceptsTool: import("@cyanheads/mcp-ts-core").ToolDe
             entity_info: "entity_info";
         }>;
     }, z.core.$strip>>;
-}, z.core.$strip>, undefined>;
+}, z.core.$strip>, undefined, {
+    readonly notice: z.ZodOptional<z.ZodString>;
+}>;
 //# sourceMappingURL=search-concepts.tool.d.ts.map

package/dist/mcp-server/tools/definitions/search-concepts.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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1	+ {"version":3,"file":"search-concepts.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAkBjD,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA4I7B,CAAC"}

package/dist/mcp-server/tools/definitions/search-concepts.tool.js CHANGED Viewed

@@ -1,6 +1,6 @@
 /**
  * @fileoverview Search supported XBRL financial concepts by keyword, statement group, or taxonomy.
- * Discovery tool for the friendly names accepted by secedgar_get_financials and secedgar_compare_metric.
+ * Discovery tool for the friendly names accepted by secedgar_get_financials and secedgar_fetch_frames.
  * Also performs reverse lookup: passing a raw XBRL tag returns the friendly mapping(s) it belongs to.
  * @module mcp-server/tools/definitions/search-concepts
  */
@@ -19,7 +19,7 @@ const TAXONOMY_VALUES = [
     'dei',
 ];
 export const searchConceptsTool = tool('secedgar_search_concepts', {
-    description: 'Search supported XBRL financial concepts by keyword, statement group, or taxonomy. Use before secedgar_get_financials or secedgar_compare_metric to discover the right friendly name, or pass a raw XBRL tag (e.g., "NetIncomeLoss") to reverse-lookup which friendly names map to it. Empty search with no filters returns the full catalog.',
+    description: 'Search supported XBRL financial concepts by keyword, statement group, or taxonomy. Use before secedgar_get_financials or secedgar_fetch_frames to discover the right friendly name, or pass a raw XBRL tag (e.g., "NetIncomeLoss") to reverse-lookup which friendly names map to it. Empty search with no filters returns the full catalog.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: false },
     input: z.object({
         search: z
@@ -29,12 +29,20 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
         group: z
             .enum(GROUP_VALUES)
             .optional()
-            .describe('Filter to a single financial statement group. income_statement covers P&L items; balance_sheet covers position items (use instant periods in secedgar_compare_metric); cash_flow covers CF statement items; per_share covers EPS; entity_info covers DEI items like shares outstanding.'),
+            .describe('Filter to a single financial statement group. income_statement covers P&L items; balance_sheet covers position items (use instant periods in secedgar_fetch_frames); cash_flow covers CF statement items; per_share covers EPS; entity_info covers DEI items like shares outstanding.'),
         taxonomy: z
             .enum(TAXONOMY_VALUES)
             .optional()
             .describe('Filter to a single XBRL taxonomy. us-gaap for US filers, ifrs-full for foreign filers, dei for entity info.'),
     }),
+    // Agent-facing context — empty-result guidance populated via ctx.enrich so it
+    // reaches structuredContent and content[] automatically; no format() entry needed.
+    enrichment: {
+        notice: z
+            .string()
+            .optional()
+            .describe('Guidance when no concepts matched — echoes the search term and suggests alternatives.'),
+    },
     output: z.object({
         total: z.number().describe('Number of concepts matching the filters.'),
         concepts: z
@@ -42,7 +50,7 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
             .object({
             name: z
                 .string()
-                .describe('Friendly name to pass as the concept argument to secedgar_get_financials or secedgar_compare_metric.'),
+                .describe('Friendly name to pass as the concept argument to secedgar_get_financials or secedgar_fetch_frames.'),
             label: z.string().describe('Human-readable concept label.'),
             tags: z
                 .array(z.string())
@@ -52,7 +60,7 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
                 .describe('XBRL taxonomy this concept lives in: us-gaap (US filers), ifrs-full (foreign filers), or dei (entity info).'),
             unit: z
                 .string()
-                .describe('Unit of measure (USD, USD/shares, shares, pure). secedgar_compare_metric accepts both slash and dashed forms.'),
+                .describe('Unit of measure (USD, USD/shares, shares, pure). secedgar_fetch_frames accepts both slash and dashed forms.'),
             group: z
                 .enum(GROUP_VALUES)
                 .describe('Statement section this concept belongs to: income_statement, balance_sheet, cash_flow, per_share, or entity_info.'),
@@ -61,11 +69,16 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
             .describe('Matching concepts, ordered by group then alphabetical by name.'),
     }),
     handler(input, ctx) {
-        let results = searchConcepts(input.search ?? '');
+        // Pass taxonomy to searchConcepts so ifrs-full queries are pre-filtered to
+        // concepts with confirmed IFRS tag mappings, rather than falling back to
+        // us-gaap-only entries whose taxonomy field never equals 'ifrs-full'.
+        let results = searchConcepts(input.search ?? '', input.taxonomy);
         if (input.group) {
             results = results.filter((c) => c.group === input.group);
         }
-        if (input.taxonomy) {
+        if (input.taxonomy && input.taxonomy !== 'ifrs-full') {
+            // ifrs-full filtering is handled inside searchConcepts; standard taxonomy
+            // filtering (us-gaap, dei) still uses the taxonomy field on the entry.
             results = results.filter((c) => c.taxonomy === input.taxonomy);
         }
         ctx.log.info('Concept search completed', {
@@ -74,6 +87,15 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
             taxonomy: input.taxonomy,
             matches: results.length,
         });
+        if (results.length === 0) {
+            const filters = [];
+            if (input.group)
+                filters.push(`group=${input.group}`);
+            if (input.taxonomy)
+                filters.push(`taxonomy=${input.taxonomy}`);
+            const filterSuffix = filters.length ? ` with filters (${filters.join(', ')})` : '';
+            ctx.enrich.notice(`No concepts matched "${input.search ?? '(all)'}"${filterSuffix}. Try a broader search term, a different group, or call with no filters to see the full catalog.`);
+        }
         return {
             total: results.length,
             concepts: results.map((c) => ({
@@ -88,12 +110,7 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
     },
     format: (result) => {
         if (result.total === 0) {
-            return [
-                {
-                    type: 'text',
-                    text: 'No concepts matched. Try a broader search, different group, or call with no filters to see the full catalog.',
-                },
-            ];
+            return [{ type: 'text', text: `Found 0 concepts.` }];
         }
         const lines = [`Found ${result.total} concept${result.total === 1 ? '' : 's'}:`, ''];
         let currentGroup;

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1	+ {"version":3,"file":"search-concepts.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,cAAc,EAAE,MAAM,iCAAiC,CAAC;AAGjE,MAAM,YAAY,GAAG;IACnB,kBAAkB;IAClB,eAAe;IACf,WAAW;IACX,WAAW;IACX,aAAa;CAC6B,CAAC;AAE7C,MAAM,eAAe,GAAG;IACtB,SAAS;IACT,WAAW;IACX,KAAK;CACwC,CAAC;AAEhD,MAAM,CAAC,MAAM,kBAAkB,GAAG,IAAI,CAAC,0BAA0B,EAAE;IACjE,WAAW,EACT,6UAA6U;IAC/U,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,KAAK,EAAE;IAE/E,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,MAAM,EAAE,CAAC;aACN,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,yPAAyP,CAC1P;QACH,KAAK,EAAE,CAAC;aACL,IAAI,CAAC,YAAY,CAAC;aAClB,QAAQ,EAAE;aACV,QAAQ,CACP,uRAAuR,CACxR;QACH,QAAQ,EAAE,CAAC;aACR,IAAI,CAAC,eAAe,CAAC;aACrB,QAAQ,EAAE;aACV,QAAQ,CACP,6GAA6G,CAC9G;KACJ,CAAC;IAEF,8EAA8E;IAC9E,mFAAmF;IACnF,UAAU,EAAE;QACV,MAAM,EAAE,CAAC;aACN,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,uFAAuF,CACxF;KACJ;IAED,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,0CAA0C,CAAC;QACtE,QAAQ,EAAE,CAAC;aACR,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,IAAI,EAAE,CAAC;iBACJ,MAAM,EAAE;iBACR,QAAQ,CACP,oGAAoG,CACrG;YACH,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,+BAA+B,CAAC;YAC3D,IAAI,EAAE,CAAC;iBACJ,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;iBACjB,QAAQ,CACP,+IAA+I,CAChJ;YACH,QAAQ,EAAE,CAAC;iBACR,IAAI,CAAC,eAAe,CAAC;iBACrB,QAAQ,CACP,6GAA6G,CAC9G;YACH,IAAI,EAAE,CAAC;iBACJ,MAAM,EAAE;iBACR,QAAQ,CACP,6GAA6G,CAC9G;YACH,KAAK,EAAE,CAAC;iBACL,IAAI,CAAC,YAAY,CAAC;iBAClB,QAAQ,CACP,mHAAmH,CACpH;SACJ,CAAC;aACD,QAAQ,CAAC,sEAAsE,CAAC,CACpF;aACA,QAAQ,CAAC,gEAAgE,CAAC;KAC9E,CAAC;IAEF,OAAO,CAAC,KAAK,EAAE,GAAG;QAChB,2EAA2E;QAC3E,yEAAyE;QACzE,sEAAsE;QACtE,IAAI,OAAO,GAAG,cAAc,CAAC,KAAK,CAAC,MAAM,IAAI,EAAE,EAAE,KAAK,CAAC,QAAQ,CAAC,CAAC;QAEjE,IAAI,KAAK,CAAC,KAAK,EAAE,CAAC;YAChB,OAAO,GAAG,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,KAAK,KAAK,KAAK,CAAC,KAAK,CAAC,CAAC;QAC3D,CAAC;QACD,IAAI,KAAK,CAAC,QAAQ,IAAI,KAAK,CAAC,QAAQ,KAAK,WAAW,EAAE,CAAC;YACrD,0EAA0E;YAC1E,uEAAuE;YACvE,OAAO,GAAG,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,QAAQ,KAAK,KAAK,CAAC,QAAQ,CAAC,CAAC;QACjE,CAAC;QAED,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,0BAA0B,EAAE;YACvC,MAAM,EAAE,KAAK,CAAC,MAAM;YACpB,KAAK,EAAE,KAAK,CAAC,KAAK;YAClB,QAAQ,EAAE,KAAK,CAAC,QAAQ;YACxB,OAAO,EAAE,OAAO,CAAC,MAAM;SACxB,CAAC,CAAC;QAEH,IAAI,OAAO,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;YACzB,MAAM,OAAO,GAAa,EAAE,CAAC;YAC7B,IAAI,KAAK,CAAC,KAAK;gBAAE,OAAO,CAAC,IAAI,CAAC,SAAS,KAAK,CAAC,KAAK,EAAE,CAAC,CAAC;YACtD,IAAI,KAAK,CAAC,QAAQ;gBAAE,OAAO,CAAC,IAAI,CAAC,YAAY,KAAK,CAAC,QAAQ,EAAE,CAAC,CAAC;YAC/D,MAAM,YAAY,GAAG,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,kBAAkB,OAAO,CAAC,IAAI,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC;YACnF,GAAG,CAAC,MAAM,CAAC,MAAM,CACf,wBAAwB,KAAK,CAAC,MAAM,IAAI,OAAO,IAAI,YAAY,kGAAkG,CAClK,CAAC;QACJ,CAAC;QAED,OAAO;YACL,KAAK,EAAE,OAAO,CAAC,MAAM;YACrB,QAAQ,EAAE,OAAO,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC;gBAC5B,IAAI,EAAE,CAAC,CAAC,IAAI;gBACZ,KAAK,EAAE,CAAC,CAAC,KAAK;gBACd,IAAI,EAAE,CAAC,CAAC,IAAI;gBACZ,QAAQ,EAAE,CAAC,CAAC,QAAQ;gBACpB,IAAI,EAAE,CAAC,CAAC,IAAI;gBACZ,KAAK,EAAE,CAAC,CAAC,KAAK;aACf,CAAC,CAAC;SACJ,CAAC;IACJ,CAAC;IAED,MAAM,EAAE,CAAC,MAAM,EAAE,EAAE;QACjB,IAAI,MAAM,CAAC,KAAK,KAAK,CAAC,EAAE,CAAC;YACvB,OAAO,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,mBAAmB,EAAE,CAAC,CAAC;QACvD,CAAC;QAED,MAAM,KAAK,GAAG,CAAC,SAAS,MAAM,CAAC,KAAK,WAAW,MAAM,CAAC,KAAK,KAAK,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,GAAG,GAAG,EAAE,EAAE,CAAC,CAAC;QAErF,IAAI,YAAgC,CAAC;QACrC,KAAK,MAAM,CAAC,IAAI,MAAM,CAAC,QAAQ,EAAE,CAAC;YAChC,IAAI,CAAC,CAAC,KAAK,KAAK,YAAY,EAAE,CAAC;gBAC7B,IAAI,YAAY;oBAAE,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;gBACjC,KAAK,CAAC,IAAI,CAAC,MAAM,WAAW,CAAC,CAAC,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC,KAAK,KAAK,CAAC,CAAC;gBAC1D,YAAY,GAAG,CAAC,CAAC,KAAK,CAAC;YACzB,CAAC;YACD,MAAM,OAAO,GAAG,CAAC,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,KAAK,CAAC,IAAI,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;YACzD,KAAK,CAAC,IAAI,CAAC,OAAO,CAAC,CAAC,IAAI,QAAQ,CAAC,CAAC,KAAK,KAAK,CAAC,CAAC,QAAQ,KAAK,CAAC,CAAC,IAAI,OAAO,OAAO,EAAE,CAAC,CAAC;QACrF,CAAC;QAED,OAAO,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACpD,CAAC;CACF,CAAC,CAAC;AAEH,SAAS,WAAW,CAAC,KAAmB;IACtC,OAAO,KAAK;SACT,KAAK,CAAC,GAAG,CAAC;SACV,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC,EAAE,WAAW,EAAE,GAAG,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,CAAC;SAC5C,IAAI,CAAC,GAAG,CAAC,CAAC;AACf,CAAC"}

package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts CHANGED Viewed

@@ -43,5 +43,8 @@ export declare const searchFilingsTool: import("@cyanheads/mcp-ts-core").ToolDef
     readonly code: JsonRpcErrorCode.ValidationError;
     readonly when: "Only one of start_date or end_date was provided";
     readonly recovery: "Provide both start_date and end_date, or omit both to search all dates.";
-}]>;
+}], {
+    readonly effectiveQuery: z.ZodString;
+    readonly notice: z.ZodOptional<z.ZodString>;
+}>;
 //# sourceMappingURL=search-filings.tool.d.ts.map

package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"file":"search-filings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-filings.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AA8FjE,eAAO,MAAM,iBAAiB~~;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAyT5B~~,CAAC"}
1	+ {"version":3,"file":"search-filings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-filings.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AA8FjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAiV5B,CAAC"}

package/dist/mcp-server/tools/definitions/search-filings.tool.js CHANGED Viewed

@@ -89,6 +89,18 @@ async function resolveEntityTargeting(query) {
 export const searchFilingsTool = tool('secedgar_search_filings', {
     description: 'Search the full-text index of EDGAR filings since 1993. Supports exact phrases, boolean operators, wildcards, and entity targeting (ticker:AAPL or cik:320193 in query).',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
+    // Agent-facing context for the success path — the query as EDGAR executed it and
+    // an optional notice for empty results. Populated via ctx.enrich so it reaches
+    // both structuredContent and content[]; kept out of the domain return.
+    enrichment: {
+        effectiveQuery: z
+            .string()
+            .describe('The query as executed against EDGAR (ticker/cik: tokens resolved to entity names).'),
+        notice: z
+            .string()
+            .optional()
+            .describe('Guidance when no results were returned — echoes the query and suggests how to broaden.'),
+    },
     errors: [
         {
             reason: 'invalid_date_range',
@@ -305,6 +317,10 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
             resultCount: results.length,
             datasetName: dataset?.name,
         });
+        ctx.enrich.echo(query);
+        if (results.length === 0) {
+            ctx.enrich.notice(`No filings matched "${input.query}"${input.forms?.length ? ` with forms ${input.forms.join(', ')}` : ''}. Try broader terms, remove form filters, or check entity targeting syntax (ticker:AAPL).`);
+        }
         return {
             total,
             total_is_exact: totalIsExact,

package/dist/mcp-server/tools/definitions/search-filings.tool.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- 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package/dist/services/edgar/concept-map.d.ts CHANGED Viewed

@@ -22,6 +22,9 @@ export declare function listConcepts(): ConceptEntry[];
  * Search concepts by substring against friendly name, label, and XBRL tags.
  * Passing a raw XBRL tag will reverse-lookup the friendly mapping(s).
  * Empty/whitespace query returns all entries.
+ *
+ * When `taxonomy` is `'ifrs-full'`, only concepts that have `ifrsTags` are
+ * returned (they are the only ones with confirmed IFRS-friendly-name support).
  */
-export declare function searchConcepts(query: string): ConceptEntry[];
+export declare function searchConcepts(query: string, taxonomy?: string): ConceptEntry[];
 //# sourceMappingURL=concept-map.d.ts.map

package/dist/services/edgar/concept-map.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"file":"concept-map.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/concept-map.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,YAAY,CAAC;~~AAmQjD~~;;;GAGG;AACH,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,GAAG,cAAc,GAAG,SAAS,CAGxE;AAED,kEAAkE;AAClE,wBAAgB,cAAc,IAAI,MAAM,CAAC,MAAM,EAAE,cAAc,CAAC,CAE/D;AAED,wFAAwF;AACxF,MAAM,WAAW,YAAa,SAAQ,cAAc;IAClD,IAAI,EAAE,MAAM,CAAC;CACd;AAED;;GAEG;AACH,wBAAgB,YAAY,IAAI,YAAY,EAAE,CAI7C;AAUD~~;;;;GAIG~~;AACH,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,GAAG,YAAY,EAAE,~~CAY5D~~"}
1	+ {"version":3,"file":"concept-map.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/concept-map.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,YAAY,CAAC;AAyQjD;;;GAGG;AACH,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,GAAG,cAAc,GAAG,SAAS,CAGxE;AAED,kEAAkE;AAClE,wBAAgB,cAAc,IAAI,MAAM,CAAC,MAAM,EAAE,cAAc,CAAC,CAE/D;AAED,wFAAwF;AACxF,MAAM,WAAW,YAAa,SAAQ,cAAc;IAClD,IAAI,EAAE,MAAM,CAAC;CACd;AAED;;GAEG;AACH,wBAAgB,YAAY,IAAI,YAAY,EAAE,CAI7C;AAUD;;;;;;;GAOG;AACH,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,EAAE,QAAQ,CAAC,EAAE,MAAM,GAAG,YAAY,EAAE,CAoB/E"}

package/dist/services/edgar/concept-map.js CHANGED Viewed

@@ -12,6 +12,8 @@ const CONCEPT_MAP = {
             'SalesRevenueNet',
             'SalesRevenueGoodsNet',
         ],
+        // IFRS tag verified against Spotify (SPOT, 20-F IFRS filer).
+        ifrsTags: ['RevenueFromContractsWithCustomers', 'Revenue'],
         taxonomy: 'us-gaap',
         unit: 'USD',
         label: 'Revenue',
@@ -19,6 +21,8 @@ const CONCEPT_MAP = {
     net_income: {
         group: 'income_statement',
         tags: ['NetIncomeLoss'],
+        // IFRS tag verified against Spotify (SPOT, 20-F IFRS filer).
+        ifrsTags: ['ProfitLoss'],
         taxonomy: 'us-gaap',
         unit: 'USD',
         label: 'Net Income (Loss)',
@@ -54,6 +58,8 @@ const CONCEPT_MAP = {
     assets: {
         group: 'balance_sheet',
         tags: ['Assets'],
+        // IFRS tag verified against Spotify (SPOT, 20-F IFRS filer).
+        ifrsTags: ['Assets'],
         taxonomy: 'us-gaap',
         unit: 'USD',
         label: 'Total Assets',
@@ -286,16 +292,25 @@ function normalizeForSearch(s) {
  * Search concepts by substring against friendly name, label, and XBRL tags.
  * Passing a raw XBRL tag will reverse-lookup the friendly mapping(s).
  * Empty/whitespace query returns all entries.
+ *
+ * When `taxonomy` is `'ifrs-full'`, only concepts that have `ifrsTags` are
+ * returned (they are the only ones with confirmed IFRS-friendly-name support).
  */
-export function searchConcepts(query) {
+export function searchConcepts(query, taxonomy) {
     const needle = normalizeForSearch(query);
+    let entries = listConcepts();
+    // For ifrs-full, narrow to concepts that have confirmed IFRS tag mappings.
+    if (taxonomy === 'ifrs-full') {
+        entries = entries.filter((e) => e.ifrsTags && e.ifrsTags.length > 0);
+    }
     if (!needle)
-        return listConcepts();
-    return listConcepts().filter((entry) => {
+        return entries;
+    return entries.filter((entry) => {
         const haystacks = [
             normalizeForSearch(entry.name),
             normalizeForSearch(entry.label),
             ...entry.tags.map(normalizeForSearch),
+            ...(entry.ifrsTags ?? []).map(normalizeForSearch),
         ];
         return haystacks.some((h) => h.includes(needle));
     });

package/dist/services/edgar/concept-map.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- 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package/dist/services/edgar/edgar-api-service.d.ts CHANGED Viewed

@@ -58,6 +58,16 @@ declare class EdgarApiService {
      * Fetch a filing document, returning `null` when the archive path exists but this document does not.
      */
     tryGetFilingDocument(cik: string, accessionNumber: string, document: string): Promise<string | null>;
+    /**
+     * Search EDGAR submissions for recent filings of specified form types.
+     * Returns up to `limit` accession numbers (newest first) from the recent-filings window,
+     * then pages into archived files when the window is exhausted.
+     */
+    getRecentFilingsByForm(cik: string, formTypes: string[], limit: number): Promise<Array<{
+        accessionNumber: string;
+        filingDate: string;
+        primaryDocument: string;
+    }>>;
     /**
      * Fetch all XBRL facts for a company. Returns `null` on 404.
      * Used on the no-data error path to surface which namespaces and tags a filer actually uses.

package/dist/services/edgar/edgar-api-service.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/services/edgar/edgar-api-service.js CHANGED Viewed

@@ -174,6 +174,26 @@ class EdgarApiService {
         const noDashes = accessionNumber.replace(/-/g, '');
         return this.tryFetchText(`https://www.sec.gov/Archives/edgar/data/${padded}/${noDashes}/${document}`);
     }
+    /**
+     * Search EDGAR submissions for recent filings of specified form types.
+     * Returns up to `limit` accession numbers (newest first) from the recent-filings window,
+     * then pages into archived files when the window is exhausted.
+     */
+    async getRecentFilingsByForm(cik, formTypes, limit) {
+        const submissions = await this.getSubmissions(cik);
+        const recent = submissions.filings.recent;
+        const results = [];
+        for (let i = 0; i < recent.form.length && results.length < limit; i++) {
+            if (formTypes.includes(recent.form[i] ?? '')) {
+                results.push({
+                    accessionNumber: recent.accessionNumber[i] ?? '',
+                    filingDate: recent.filingDate[i] ?? '',
+                    primaryDocument: recent.primaryDocument[i] ?? '',
+                });
+            }
+        }
+        return results;
+    }
     /**
      * Fetch all XBRL facts for a company. Returns `null` on 404.
      * Used on the no-data error path to surface which namespaces and tags a filer actually uses.

package/dist/services/edgar/edgar-api-service.js.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/services/edgar/ownership-parser.d.ts ADDED Viewed

@@ -0,0 +1,76 @@
+/**
+ * @fileoverview Pure parsers for SEC ownership form XML — Form 3/4/5 (ownershipDocument)
+ * and 13F-HR information tables (informationTable). Uses htmlparser2 + domutils (direct
+ * dependencies). External entity expansion and
+ * DTD processing are disabled by default in htmlparser2's xmlMode, preventing XXE.
+ * @module services/edgar/ownership-parser
+ */
+/** Parsed insider transaction from Form 4 nonDerivativeTransaction or derivativeTransaction. */
+export interface InsiderTransaction {
+    /** True for nonDerivative, false for derivative (options, RSUs, etc.). */
+    is_derivative: boolean;
+    /** Nature of indirect ownership (e.g. "By Trust", "By Spouse"). */
+    ownership_nature: string | undefined;
+    /** D = direct ownership, I = indirect. */
+    ownership_type: 'direct' | 'indirect' | undefined;
+    /** Price per share. 0 for gifts and RSU awards. */
+    price_per_share: number | undefined;
+    security_title: string;
+    shares_owned_after: number | undefined;
+    /** Negative = disposal (D), positive = acquisition (A). */
+    shares_traded: number | undefined;
+    /** Raw 1-letter SEC code, e.g. "S", "P", "M". */
+    transaction_code: string;
+    transaction_date: string | undefined;
+    /** Human-readable description of the code, e.g. "sale", "purchase". */
+    transaction_type: string;
+}
+/** Reporting person info parsed from reportingOwner. */
+export interface ReportingOwner {
+    cik: string;
+    is_director: boolean;
+    is_officer: boolean;
+    is_other: boolean;
+    is_ten_percent_owner: boolean;
+    name: string;
+    officer_title: string | undefined;
+}
+/** Parsed result from a Form 3/4/5 ownershipDocument XML. */
+export interface ParsedForm4 {
+    issuer_cik: string;
+    issuer_name: string;
+    issuer_ticker: string | undefined;
+    period_of_report: string | undefined;
+    reporting_owners: ReportingOwner[];
+    transactions: InsiderTransaction[];
+}
+/** One row from a 13F-HR informationTable/infoTable. */
+export interface HoldingRow {
+    cusip: string | undefined;
+    investment_discretion: 'SOLE' | 'DFND' | 'OTR' | undefined;
+    issuer_name: string;
+    /** Present only for options positions. */
+    put_call: 'Put' | 'Call' | undefined;
+    shares_or_principal_amount: number | undefined;
+    /** SH = shares, PRN = principal (bonds). */
+    shares_or_principal_type: 'SH' | 'PRN' | undefined;
+    title_of_class: string | undefined;
+    /** Market value in thousands of USD. */
+    value_in_thousands: number | undefined;
+}
+/** Parsed result from a 13F information table XML. */
+export interface ParsedInfoTable {
+    holdings: HoldingRow[];
+}
+/**
+ * Parse a Form 3/4/5 ownershipDocument XML string.
+ * Disables external entity loading via htmlparser2's xmlMode (no DTD/entity expansion).
+ */
+export declare function parseForm4Xml(xml: string): ParsedForm4;
+/**
+ * Parse a 13F-HR information table XML string.
+ * Handles both the default namespace (xmlns="...") and ns1-prefixed variants
+ * (xmlns:ns1="...") used by different filers.
+ */
+export declare function parseInfoTableXml(xml: string): ParsedInfoTable;
+//# sourceMappingURL=ownership-parser.d.ts.map

package/dist/services/edgar/ownership-parser.d.ts.map ADDED Viewed

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