@cyanheads/secedgar-mcp-server 0.8.4 → 0.10.0

package/dist/services/edgar/edgar-api-service.d.ts

@@ -6,6 +6,23 @@
  */
 import { type FilingDocumentHeader } from './filing-headers.js';
 import type { CikMatch, CompanyConceptResponse, EftsResponse, FilingIndex, FramesResponse, SubmissionsResponse } from './types.js';
+/** A candidate suggestion from the trigram scan on no-result name search. */
+export interface CompanySuggestion {
+    cik: string;
+    name?: string;
+    ticker?: string;
+}
+/**
+ * Dice-coefficient trigram similarity between two strings.
+ * Returns a value in [0, 1]; 1 means identical.
+ */
+export declare function trigramSimilarity(a: string, b: string): number;
+/**
+ * Run a trigram similarity scan over the in-memory entry set.
+ * Only entries with a name are considered. Returns up to TRIGRAM_TOP_N
+ * candidates whose Dice score meets TRIGRAM_THRESHOLD, sorted descending.
+ */
+export declare function suggestCompanies(query: string, allEntries: CikMatch[]): CompanySuggestion[];
 declare class EdgarApiService {
     private lastRequestAt;
     private minIntervalMs;
@@ -25,11 +42,16 @@ declare class EdgarApiService {
      * Resolve a query (ticker, name, or CIK) to company match(es).
      * - Numeric input → direct CIK lookup
      * - 1-5 uppercase letters → ticker lookup (O(1))
-     * - Otherwise → name search (prefix, then substring)
+     * - Otherwise → name search (prefix, then substring, then trigram suggestions)
+     * Returns a single match, an array of multiple matches, or an empty array (no match).
+     * On no-result name search, the returned empty array carries `suggestions` on
+     * the thrown error at the handler layer — call `suggestCompanies` there.
      */
     resolveCik(query: string): Promise<CikMatch | CikMatch[]>;
     /** Reverse lookup: CIK → ticker symbol. */
     cikToTicker(cik: string): Promise<string | undefined>;
+    /** Return the current in-memory entry list (used by the handler for trigram suggestions). */
+    getAllEntries(): Promise<CikMatch[]>;
     getSubmissions(cik: string): Promise<SubmissionsResponse>;
     searchFilings(params: {
         query: string;
@@ -121,9 +143,26 @@ declare class EdgarApiService {
      * Load the ticker index, preferring the local mirror when enabled and synced.
      * The live directory is the cold-start / not-ready fallback (and the only path
      * when the mirror is off).
+     *
+     * In addition to company_tickers.json (operating companies), also loads
+     * company_tickers_mf.json (ETFs and mutual funds) and merges fund symbols into
+     * the byTicker index so fund tickers like VOO, SCHD, and JEPI resolve correctly.
      */
     private loadTickerCache;
-    /** Build the in-memory CIK index from normalized entries (live JSON or mirror rows). */
+    /**
+     * Fetch and parse company_tickers_mf.json. Returns an empty array on failure
+     * so a SEC file outage does not break company resolution entirely.
+     * Entries are MF-only: they carry seriesId/classId and no `name` field.
+     * These merge into byTicker only (not byCik) since one registrant trust
+     * holds many fund series.
+     */
+    private loadMfTickers;
+    /**
+     * Build the in-memory CIK index from normalized entries (live JSON or mirror rows).
+     * MF entries (with seriesId/classId) go into byTicker only — not byCik — because
+     * a registrant trust (e.g. CIK 36405 = Vanguard Index Funds) holds many series.
+     * Former-name entries go into allEntries only (name search only, no ticker/CIK index).
+     */
     private buildTickerCache;
 }
 /**

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

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package/dist/services/edgar/edgar-api-service.js

@@ -8,10 +8,85 @@ import { notFound, serviceUnavailable } from '@cyanheads/mcp-ts-core/errors';
 import { httpErrorFromResponse } from '@cyanheads/mcp-ts-core/utils';
 import { getServerConfig } from '../../config/server-config.js';
 import { getEdgarMirror } from '../../services/edgar/mirror/index.js';
+import formerNamesData from './data/former-names.json' with { type: 'json' };
 import { parseFilingHeaders } from './filing-headers.js';
 const MAX_RETRIES = 3;
 const BASE_BACKOFF_MS = 1000;
 const RETRYABLE_STATUSES = new Set([429, 500, 502, 503, 504]);
+/** URL for SEC's mutual-fund ticker file (ETFs and open-end funds). */
+const MF_TICKERS_URL = 'https://www.sec.gov/files/company_tickers_mf.json';
+/** Trigram similarity threshold — minimum Dice score to include a candidate suggestion. */
+const TRIGRAM_THRESHOLD = 0.3;
+/** Maximum number of near-match suggestions to include. */
+const TRIGRAM_TOP_N = 3;
+// ---------------------------------------------------------------------------
+// Trigram (Dice-coefficient) similarity
+// ---------------------------------------------------------------------------
+/**
+ * Build the set of trigrams for a string.
+ * Pads with two spaces on each side so edge characters are covered.
+ */
+function trigramSet(s) {
+    const padded = `  ${s}  `;
+    const grams = new Set();
+    for (let i = 0; i < padded.length - 2; i++) {
+        grams.add(padded.slice(i, i + 3));
+    }
+    return grams;
+}
+/**
+ * Dice-coefficient trigram similarity between two strings.
+ * Returns a value in [0, 1]; 1 means identical.
+ */
+export function trigramSimilarity(a, b) {
+    if (a === b)
+        return 1;
+    const ga = trigramSet(a);
+    const gb = trigramSet(b);
+    if (ga.size === 0 && gb.size === 0)
+        return 1;
+    if (ga.size === 0 || gb.size === 0)
+        return 0;
+    let intersection = 0;
+    for (const g of ga) {
+        if (gb.has(g))
+            intersection++;
+    }
+    return (2 * intersection) / (ga.size + gb.size);
+}
+/**
+ * Run a trigram similarity scan over the in-memory entry set.
+ * Only entries with a name are considered. Returns up to TRIGRAM_TOP_N
+ * candidates whose Dice score meets TRIGRAM_THRESHOLD, sorted descending.
+ */
+export function suggestCompanies(query, allEntries) {
+    const q = query.toLowerCase();
+    const scored = [];
+    for (const entry of allEntries) {
+        if (!entry.name)
+            continue;
+        const score = trigramSimilarity(q, entry.name.toLowerCase());
+        if (score >= TRIGRAM_THRESHOLD) {
+            scored.push({ score, entry });
+        }
+    }
+    scored.sort((a, b) => b.score - a.score);
+    const top = scored.slice(0, TRIGRAM_TOP_N);
+    // Dedup by CIK — keep the highest-scored entry per CIK.
+    const seen = new Set();
+    const suggestions = [];
+    for (const { entry } of top) {
+        if (!seen.has(entry.cik)) {
+            seen.add(entry.cik);
+            suggestions.push({
+                cik: entry.cik,
+                ...(entry.name !== undefined ? { name: entry.name } : {}),
+                ...(entry.ticker !== undefined ? { ticker: entry.ticker } : {}),
+            });
+        }
+    }
+    return suggestions;
+}
 class EdgarApiService {
     lastRequestAt = 0;
     minIntervalMs;
@@ -53,7 +128,10 @@ class EdgarApiService {
      * Resolve a query (ticker, name, or CIK) to company match(es).
      * - Numeric input → direct CIK lookup
      * - 1-5 uppercase letters → ticker lookup (O(1))
-     * - Otherwise → name search (prefix, then substring)
+     * - Otherwise → name search (prefix, then substring, then trigram suggestions)
+     * Returns a single match, an array of multiple matches, or an empty array (no match).
+     * On no-result name search, the returned empty array carries `suggestions` on
+     * the thrown error at the handler layer — call `suggestCompanies` there.
      */
     async resolveCik(query) {
         const cache = await this.getTickerCache();
@@ -68,14 +146,14 @@ class EdgarApiService {
             // return a CIK-only match and let the caller resolve identity from submissions.
             return { cik: padded };
         }
-        // Short alphabetic → ticker
+        // Short alphabetic → ticker (includes ETF/MF tickers from company_tickers_mf.json)
         const upper = trimmed.toUpperCase();
         if (/^[A-Z]{1,5}$/.test(upper)) {
             const match = cache.byTicker.get(upper);
             if (match)
                 return match;
         }
-        // Name search: exact → prefix → substring
+        // Name search: exact → prefix → substring (current names + former names)
         const lower = trimmed.toLowerCase();
         const exact = [];
         const prefix = [];
@@ -94,11 +172,22 @@ class EdgarApiService {
                 substring.push(entry);
             }
         }
-        const results = [...exact, ...prefix, ...substring].slice(0, 5);
+        const combined = [...exact, ...prefix, ...substring];
+        // Dedup by CIK (current + former names may match the same registrant).
+        const seen = new Set();
+        const deduped = [];
+        for (const entry of combined) {
+            if (!seen.has(entry.cik)) {
+                seen.add(entry.cik);
+                deduped.push(entry);
+            }
+        }
+        const results = deduped.slice(0, 5);
         if (results.length > 0) {
             return results.length === 1 ? results[0] : results;
         }
-        // Also try as ticker if nothing matched
+        // Also try as ticker if nothing matched (handles >5-char and digit-containing symbols
+        // that bypassed the early ticker gate above)
         const tickerMatch = cache.byTicker.get(upper);
         return tickerMatch ?? [];
     }
@@ -107,6 +196,11 @@ class EdgarApiService {
         const cache = await this.getTickerCache();
         return cache.byCik.get(cik.padStart(10, '0'))?.ticker;
     }
+    /** Return the current in-memory entry list (used by the handler for trigram suggestions). */
+    async getAllEntries() {
+        const cache = await this.getTickerCache();
+        return cache.allEntries;
+    }
     // --- SEC API Methods ---
     getSubmissions(cik) {
         const padded = cik.padStart(10, '0');
@@ -324,40 +418,123 @@ class EdgarApiService {
      * Load the ticker index, preferring the local mirror when enabled and synced.
      * The live directory is the cold-start / not-ready fallback (and the only path
      * when the mirror is off).
+     *
+     * In addition to company_tickers.json (operating companies), also loads
+     * company_tickers_mf.json (ETFs and mutual funds) and merges fund symbols into
+     * the byTicker index so fund tickers like VOO, SCHD, and JEPI resolve correctly.
      */
     async loadTickerCache() {
         const mirror = getEdgarMirror();
         if (mirror && (await mirror.tickersReady())) {
             const rows = await mirror.getTickerRows();
             if (rows.length > 0)
-                return this.buildTickerCache(rows);
+                return this.buildTickerCache(rows, buildFormerNameEntries());
         }
         else if (mirror && !getServerConfig().mirrorFallbackLive) {
             throw serviceUnavailable('EDGAR mirror enabled but the ticker layer is not synced; run `bun run mirror:init`', { layer: 'tickers' });
         }
+        // Fetch operating-company tickers (company_tickers.json)
         const raw = await this.fetchJson('https://www.sec.gov/files/company_tickers.json');
-        return this.buildTickerCache(Object.values(raw).map((entry) => ({
+        const entries = Object.values(raw).map((entry) => ({
             cik: String(entry.cik_str).padStart(10, '0'),
             name: entry.title,
             ticker: entry.ticker,
-        })));
+        }));
+        // Fetch ETF/mutual-fund tickers (company_tickers_mf.json).
+        // 404 or any error is non-fatal — degrade gracefully with operating-company-only index.
+        const mfEntries = await this.loadMfTickers();
+        entries.push(...mfEntries);
+        // Merge the committed former-names asset.
+        const formerEntries = buildFormerNameEntries();
+        return this.buildTickerCache(entries, formerEntries);
+    }
+    /**
+     * Fetch and parse company_tickers_mf.json. Returns an empty array on failure
+     * so a SEC file outage does not break company resolution entirely.
+     * Entries are MF-only: they carry seriesId/classId and no `name` field.
+     * These merge into byTicker only (not byCik) since one registrant trust
+     * holds many fund series.
+     */
+    async loadMfTickers() {
+        try {
+            const mfRaw = await this.fetchJson(MF_TICKERS_URL);
+            if (!Array.isArray(mfRaw?.fields) || !Array.isArray(mfRaw?.data))
+                return [];
+            const fieldIdx = {
+                cik: mfRaw.fields.indexOf('cik'),
+                seriesId: mfRaw.fields.indexOf('seriesId'),
+                classId: mfRaw.fields.indexOf('classId'),
+                symbol: mfRaw.fields.indexOf('symbol'),
+            };
+            if (fieldIdx.cik < 0 || fieldIdx.symbol < 0)
+                return [];
+            return mfRaw.data
+                .filter((row) => row[fieldIdx.symbol])
+                .map((row) => ({
+                cik: String(row[fieldIdx.cik]).padStart(10, '0'),
+                name: '',
+                ticker: String(row[fieldIdx.symbol]),
+                seriesId: fieldIdx.seriesId >= 0 ? String(row[fieldIdx.seriesId]) : '',
+                classId: fieldIdx.classId >= 0 ? String(row[fieldIdx.classId]) : '',
+            }));
+        }
+        catch {
+            // Degrade gracefully — fund tickers won't resolve, but operating companies still work.
+            return [];
+        }
     }
-    /** Build the in-memory CIK index from normalized entries (live JSON or mirror rows). */
-    buildTickerCache(entries) {
+    /**
+     * Build the in-memory CIK index from normalized entries (live JSON or mirror rows).
+     * MF entries (with seriesId/classId) go into byTicker only — not byCik — because
+     * a registrant trust (e.g. CIK 36405 = Vanguard Index Funds) holds many series.
+     * Former-name entries go into allEntries only (name search only, no ticker/CIK index).
+     */
+    buildTickerCache(entries, formerEntries = []) {
         const byTicker = new Map();
         const byCik = new Map();
         const allEntries = [];
         for (const entry of entries) {
-            const match = { cik: entry.cik, name: entry.name, ticker: entry.ticker };
-            byTicker.set(entry.ticker.toUpperCase(), match);
-            const existing = byCik.get(match.cik);
-            byCik.set(match.cik, existing ? pickPreferredTicker(existing, match) : match);
-            allEntries.push(match);
+            const isMf = Boolean(entry.seriesId !== undefined && entry.seriesId !== '');
+            const hasName = Boolean(entry.name);
+            const match = {
+                cik: entry.cik,
+                ticker: entry.ticker,
+                ...(hasName ? { name: entry.name } : {}),
+                ...(isMf && entry.seriesId ? { seriesId: entry.seriesId } : {}),
+                ...(isMf && entry.classId ? { classId: entry.classId } : {}),
+            };
+            // Operating-company tickers take precedence: a fund symbol must not override an
+            // existing equity ticker on the rare cross-file symbol collision (e.g. SPCX).
+            const tickerKey = entry.ticker.toUpperCase();
+            if (!isMf || !byTicker.has(tickerKey)) {
+                byTicker.set(tickerKey, match);
+            }
+            // MF entries must not overwrite byCik — the trust CIK is 1:many with fund series.
+            if (!isMf) {
+                const existing = byCik.get(match.cik);
+                byCik.set(match.cik, existing ? pickPreferredTicker(existing, match) : match);
+            }
+            // Only push to allEntries if the entry has a name (for name search).
+            // MF entries have no name, so they're ticker-only.
+            if (match.name) {
+                allEntries.push(match);
+            }
+        }
+        // Former-name entries: allEntries only (name search + trigram), no ticker/CIK index.
+        for (const fn of formerEntries) {
+            allEntries.push({ cik: fn.cik, name: fn.name });
         }
         this.tickerCache = { byTicker, byCik, allEntries, loadedAt: Date.now() };
         return this.tickerCache;
     }
 }
+/**
+ * Build former-name entries from the committed static asset.
+ * Each tuple is [lowercasedName, zeroPaddedCIK].
+ */
+function buildFormerNameEntries() {
+    return formerNamesData.map(([name, cik]) => ({ cik, name }));
+}
 /**
  * Pick the better of two ticker entries sharing a CIK. SEC's
  * `company_tickers.json` lists every class, preferred-share, and debt-security

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

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package/dist/services/edgar/mirror/tickers-sync.d.ts

@@ -1,15 +1,22 @@
 /**
  * @fileoverview Ingester for the ticker/CIK layer. Downloads SEC's
- * `company_tickers.json` (small direct-download JSON) and yields one page of
- * rows. Upsert-only: the directory rarely drops entries and CIKs are permanent,
+ * `company_tickers.json` (operating companies) and `company_tickers_mf.json`
+ * (ETFs and mutual funds), merges them, and yields one page of rows.
+ * Upsert-only: the directory rarely drops entries and CIKs are permanent,
  * so a delisted ticker lingering with its historical CIK is low-harm.
  * @module services/edgar/mirror/tickers-sync
  */
 import type { SyncGenerator } from '@cyanheads/mcp-ts-core/mirror';
 /**
- * Build the ticker-layer ingester. The returned generator downloads the full
- * directory and yields it as a single page; the file is tiny, so refresh simply
- * re-downloads and re-upserts.
+ * Build the ticker-layer ingester. The returned generator downloads both
+ * company_tickers.json (operating companies) and company_tickers_mf.json
+ * (ETFs and mutual funds), merges them into a single page, and yields it.
+ * The files are small, so refresh simply re-downloads and re-upserts.
+ *
+ * Mirror schema carries only {ticker, cik, name} — no series/class columns.
+ * Fund entries are ingested with an empty name (the name field is absent from
+ * company_tickers_mf.json). They resolve by ticker on the mirror path just as
+ * they do on the live path; seriesId/classId enrichment is live-path-only.
  */
 export declare function makeTickersSync(opts: {
     userAgent: string;

package/dist/services/edgar/mirror/tickers-sync.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"tickers-sync.d.ts","sourceRoot":"","sources":["../../../../src/services/edgar/mirror/tickers-sync.ts"],"names":[],"mappings":"AAAA;;;;;;GAMG;AAGH,OAAO,KAAK,EAGV,aAAa,EAEd,MAAM,+BAA+B,CAAC;AAUvC;;;;GAIG;AACH,wBAAgB,eAAe,CAAC,IAAI,EAAE;IAAE,SAAS,EAAE,MAAM,CAAA;CAAE,GAAG,aAAa,CA+B1E"}
+{"version":3,"file":"tickers-sync.d.ts","sourceRoot":"","sources":["../../../../src/services/edgar/mirror/tickers-sync.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAGH,OAAO,KAAK,EAGV,aAAa,EAEd,MAAM,+BAA+B,CAAC;AAmBvC;;;;;;;;;;GAUG;AACH,wBAAgB,eAAe,CAAC,IAAI,EAAE;IAAE,SAAS,EAAE,MAAM,CAAA;CAAE,GAAG,aAAa,CA2D1E"}

package/dist/services/edgar/mirror/tickers-sync.js

@@ -1,28 +1,33 @@
 /**
  * @fileoverview Ingester for the ticker/CIK layer. Downloads SEC's
- * `company_tickers.json` (small direct-download JSON) and yields one page of
- * rows. Upsert-only: the directory rarely drops entries and CIKs are permanent,
+ * `company_tickers.json` (operating companies) and `company_tickers_mf.json`
+ * (ETFs and mutual funds), merges them, and yields one page of rows.
+ * Upsert-only: the directory rarely drops entries and CIKs are permanent,
  * so a delisted ticker lingering with its historical CIK is low-harm.
  * @module services/edgar/mirror/tickers-sync
  */
 import { serviceUnavailable } from '@cyanheads/mcp-ts-core/errors';
 import { lastModifiedToIso, TICKERS_URL } from './types.js';
+/** URL for SEC's mutual-fund / ETF ticker directory. */
+const MF_TICKERS_URL = 'https://www.sec.gov/files/company_tickers_mf.json';
 /**
- * Build the ticker-layer ingester. The returned generator downloads the full
- * directory and yields it as a single page; the file is tiny, so refresh simply
- * re-downloads and re-upserts.
+ * Build the ticker-layer ingester. The returned generator downloads both
+ * company_tickers.json (operating companies) and company_tickers_mf.json
+ * (ETFs and mutual funds), merges them into a single page, and yields it.
+ * The files are small, so refresh simply re-downloads and re-upserts.
+ *
+ * Mirror schema carries only {ticker, cik, name} — no series/class columns.
+ * Fund entries are ingested with an empty name (the name field is absent from
+ * company_tickers_mf.json). They resolve by ticker on the mirror path just as
+ * they do on the live path; seriesId/classId enrichment is live-path-only.
  */
 export function makeTickersSync(opts) {
     return async function* tickersSync(ctx) {
-        const response = await fetch(TICKERS_URL, {
-            headers: { 'User-Agent': opts.userAgent, Accept: 'application/json' },
-            signal: ctx.signal,
-        });
+        const headers = { 'User-Agent': opts.userAgent, Accept: 'application/json' };
+        // Fetch operating-company tickers
+        const response = await fetch(TICKERS_URL, { headers, signal: ctx.signal });
         if (!response.ok) {
-            throw serviceUnavailable(`SEC company_tickers.json download failed (HTTP ${response.status})`, {
-                url: TICKERS_URL,
-                status: response.status,
-            });
+            throw serviceUnavailable(`SEC company_tickers.json download failed (HTTP ${response.status})`, { url: TICKERS_URL, status: response.status });
         }
         const raw = (await response.json());
         const records = [];
@@ -35,6 +40,38 @@ export function makeTickersSync(opts) {
                 name: entry.title ?? '',
             });
         }
+        // Operating-company tickers take precedence on a cross-file symbol collision (e.g. SPCX),
+        // so a fund symbol is skipped when it duplicates an equity ticker already ingested above.
+        const equityTickers = new Set(records.map((r) => r.ticker));
+        // Fetch ETF/mutual-fund tickers — non-fatal on failure.
+        try {
+            const mfResponse = await fetch(MF_TICKERS_URL, { headers, signal: ctx.signal });
+            if (mfResponse.ok) {
+                const mfRaw = (await mfResponse.json());
+                if (Array.isArray(mfRaw?.fields) && Array.isArray(mfRaw?.data)) {
+                    const symbolIdx = mfRaw.fields.indexOf('symbol');
+                    const cikIdx = mfRaw.fields.indexOf('cik');
+                    if (symbolIdx >= 0 && cikIdx >= 0) {
+                        for (const row of mfRaw.data) {
+                            const symbol = row[symbolIdx];
+                            if (!symbol)
+                                continue;
+                            const ticker = String(symbol).toUpperCase();
+                            if (equityTickers.has(ticker))
+                                continue;
+                            records.push({
+                                ticker,
+                                cik: String(row[cikIdx]).padStart(10, '0'),
+                                name: '',
+                            });
+                        }
+                    }
+                }
+            }
+        }
+        catch {
+            // Non-fatal — mirror will resolve operating companies; fund tickers will miss.
+        }
         // Checkpoint must be lexicographically monotonic — store ISO 8601, not the raw HTTP-date.
         const checkpoint = lastModifiedToIso(response.headers.get('last-modified'));
         yield { records, checkpoint };

package/dist/services/edgar/mirror/tickers-sync.js.map

@@ -1 +1 @@
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+{"version":3,"file":"tickers-sync.js","sourceRoot":"","sources":["../../../../src/services/edgar/mirror/tickers-sync.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAEH,OAAO,EAAE,kBAAkB,EAAE,MAAM,+BAA+B,CAAC;AAOnE,OAAO,EAAE,iBAAiB,EAAE,WAAW,EAAE,MAAM,YAAY,CAAC;AAe5D,wDAAwD;AACxD,MAAM,cAAc,GAAG,mDAAmD,CAAC;AAE3E;;;;;;;;;;GAUG;AACH,MAAM,UAAU,eAAe,CAAC,IAA2B;IACzD,OAAO,KAAK,SAAS,CAAC,CAAC,WAAW,CAAC,GAAgB;QACjD,MAAM,OAAO,GAAG,EAAE,YAAY,EAAE,IAAI,CAAC,SAAS,EAAE,MAAM,EAAE,kBAAkB,EAAE,CAAC;QAE7E,kCAAkC;QAClC,MAAM,QAAQ,GAAG,MAAM,KAAK,CAAC,WAAW,EAAE,EAAE,OAAO,EAAE,MAAM,EAAE,GAAG,CAAC,MAAM,EAAE,CAAC,CAAC;QAC3E,IAAI,CAAC,QAAQ,CAAC,EAAE,EAAE,CAAC;YACjB,MAAM,kBAAkB,CACtB,kDAAkD,QAAQ,CAAC,MAAM,GAAG,EACpE,EAAE,GAAG,EAAE,WAAW,EAAE,MAAM,EAAE,QAAQ,CAAC,MAAM,EAAE,CAC9C,CAAC;QACJ,CAAC;QAED,MAAM,GAAG,GAAG,CAAC,MAAM,QAAQ,CAAC,IAAI,EAAE,CAAmC,CAAC;QACtE,MAAM,OAAO,GAAgB,EAAE,CAAC;QAChC,KAAK,MAAM,KAAK,IAAI,MAAM,CAAC,MAAM,CAAC,GAAG,CAAC,EAAE,CAAC;YACvC,IAAI,CAAC,KAAK,EAAE,MAAM;gBAAE,SAAS;YAC7B,OAAO,CAAC,IAAI,CAAC;gBACX,MAAM,EAAE,KAAK,CAAC,MAAM,CAAC,WAAW,EAAE;gBAClC,GAAG,EAAE,MAAM,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC,QAAQ,CAAC,EAAE,EAAE,GAAG,CAAC;gBAC5C,IAAI,EAAE,KAAK,CAAC,KAAK,IAAI,EAAE;aACxB,CAAC,CAAC;QACL,CAAC;QAED,0FAA0F;QAC1F,0FAA0F;QAC1F,MAAM,aAAa,GAAG,IAAI,GAAG,CAAC,OAAO,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC;QAE5D,wDAAwD;QACxD,IAAI,CAAC;YACH,MAAM,UAAU,GAAG,MAAM,KAAK,CAAC,cAAc,EAAE,EAAE,OAAO,EAAE,MAAM,EAAE,GAAG,CAAC,MAAM,EAAE,CAAC,CAAC;YAChF,IAAI,UAAU,CAAC,EAAE,EAAE,CAAC;gBAClB,MAAM,KAAK,GAAG,CAAC,MAAM,UAAU,CAAC,IAAI,EAAE,CAAiB,CAAC;gBACxD,IAAI,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,MAAM,CAAC,IAAI,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,IAAI,CAAC,EAAE,CAAC;oBAC/D,MAAM,SAAS,GAAG,KAAK,CAAC,MAAM,CAAC,OAAO,CAAC,QAAQ,CAAC,CAAC;oBACjD,MAAM,MAAM,GAAG,KAAK,CAAC,MAAM,CAAC,OAAO,CAAC,KAAK,CAAC,CAAC;oBAC3C,IAAI,SAAS,IAAI,CAAC,IAAI,MAAM,IAAI,CAAC,EAAE,CAAC;wBAClC,KAAK,MAAM,GAAG,IAAI,KAAK,CAAC,IAAI,EAAE,CAAC;4BAC7B,MAAM,MAAM,GAAG,GAAG,CAAC,SAAS,CAAC,CAAC;4BAC9B,IAAI,CAAC,MAAM;gCAAE,SAAS;4BACtB,MAAM,MAAM,GAAG,MAAM,CAAC,MAAM,CAAC,CAAC,WAAW,EAAE,CAAC;4BAC5C,IAAI,aAAa,CAAC,GAAG,CAAC,MAAM,CAAC;gCAAE,SAAS;4BACxC,OAAO,CAAC,IAAI,CAAC;gCACX,MAAM;gCACN,GAAG,EAAE,MAAM,CAAC,GAAG,CAAC,MAAM,CAAC,CAAC,CAAC,QAAQ,CAAC,EAAE,EAAE,GAAG,CAAC;gCAC1C,IAAI,EAAE,EAAE;6BACT,CAAC,CAAC;wBACL,CAAC;oBACH,CAAC;gBACH,CAAC;YACH,CAAC;QACH,CAAC;QAAC,MAAM,CAAC;YACP,+EAA+E;QACjF,CAAC;QAED,0FAA0F;QAC1F,MAAM,UAAU,GAAG,iBAAiB,CAAC,QAAQ,CAAC,OAAO,CAAC,GAAG,CAAC,eAAe,CAAC,CAAC,CAAC;QAC5E,MAAM,EAAE,OAAO,EAAE,UAAU,EAAE,CAAC;IAChC,CAAC,CAAC;AACJ,CAAC"}

package/dist/services/edgar/types.d.ts

@@ -5,8 +5,12 @@
 /** CIK resolution result from company_tickers.json lookup. */
 export interface CikMatch {
     cik: string;
+    /** SEC fund class ID (e.g. "C000092055"). Present only for ETF/mutual-fund tickers resolved via company_tickers_mf.json. */
+    classId?: string;
     exchange?: string;
     name?: string;
+    /** SEC fund series ID (e.g. "S000002839"). Present only for ETF/mutual-fund tickers resolved via company_tickers_mf.json. */
+    seriesId?: string;
     ticker?: string;
 }
 /** Raw entry from SEC's company_tickers.json. */
@@ -19,7 +23,8 @@ export interface TickerEntry {
 export interface SubmissionsResponse {
     cik: string;
     entityType: string;
-    exchanges: string[];
+    /** Listed exchanges. SEC returns `null` elements for entities with no listed exchange (e.g. private or pre-IPO filers). */
+    exchanges: Array<string | null>;
     filings: {
         recent: FilingsRecent;
         files: Array<{
@@ -29,7 +34,8 @@ export interface SubmissionsResponse {
             filingTo: string;
         }>;
     };
-    fiscalYearEnd: string;
+    /** Fiscal year end (MMDD). `null` for filers SEC records no fiscal year end for. */
+    fiscalYearEnd: string | null;
     name: string;
     sic: string;
     sicDescription: string;
@@ -148,6 +154,13 @@ export interface FrameEntry {
 export type ConceptGroup = 'income_statement' | 'balance_sheet' | 'cash_flow' | 'per_share' | 'entity_info';
 /** XBRL taxonomy a concept belongs to. */
 export type ConceptTaxonomy = 'us-gaap' | 'ifrs-full' | 'dei';
+/** An alternate-semantics XBRL tag related to a concept, with the reason it differs. */
+export interface RelatedTag {
+    /** How this tag differs semantically from the mapped tag (e.g. "includes restricted cash"). */
+    note: string;
+    /** XBRL tag a meaningful share of filers report this metric under instead. */
+    tag: string;
+}
 /** Friendly concept name mapping. */
 export interface ConceptMapping {
     group: ConceptGroup;
@@ -158,6 +171,15 @@ export interface ConceptMapping {
      */
     ifrsTags?: string[];
     label: string;
+    /**
+     * Alternate-semantics XBRL tags a meaningful share of filers use as their primary
+     * line for this metric, surfaced as a hint by `secedgar_fetch_frames`. NOT pure
+     * synonyms of `tags` (those differ historically but mean the same thing) — these
+     * carry a different definition (e.g. cash incl. restricted cash, equity incl.
+     * noncontrolling interest), so they are deliberately kept OUT of `tags` to avoid
+     * conflating them into `secedgar_get_financials`' first-non-null fallback chain.
+     */
+    relatedTags?: RelatedTag[];
     tags: string[];
     taxonomy: ConceptTaxonomy;
     unit: string;