@yottagraph-app/data-model-skill 0.0.14 → 0.0.15

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@yottagraph-app/data-model-skill",
-  "version": "0.0.14",
+  "version": "0.0.15",
   "description": "Data model skill documentation for AI agents - entity types, properties, and schemas from Lovelace fetch sources",
   "repository": {
     "type": "git",

package/skill/edgar/DATA_DICTIONARY.md

@@ -51,6 +51,16 @@ Each SEC form type is a separate flavor, namespaced under `sec`. All share the s
 | `sec::sc_13g` | SC 13G | Beneficial ownership report (passive) |
 | `sec::13f_hr` | 13F-HR | Institutional investment manager holdings |
 | `sec::def_14a` | DEF 14A | Definitive proxy statement |
+| `sec::6_k` | 6-K | Foreign private issuer current report (XBRL only, no form download) |
+| `sec::40_f` | 40-F | Canadian cross-border annual report (XBRL only, no form download) |
+| `sec::filing` | SEC Filing | Generic filing — defined in `schema.yaml` but **never produced**: `SecFormFlavor()` returns `""` for unmodeled forms, causing them to be skipped in `AtomizeFilingsV2` |
+
+### `industry`
+
+A Standard Industrial Classification (SIC) category assigned by the SEC.
+
+- Primary key: `sic_code`
+- Entity resolver: named entity. Strong ID = `sic_code`.
 
 ### Sub-Records (8-K Events, Form 4 Transactions, Form 3 Holdings)
 
@@ -84,7 +94,7 @@ organization --[filed]--> 8-K filing --[linked, distance 1]--> event sub-records
 A corporate insider (officer, director, or significant owner) from Form 3 or Form 4.
 
 - Primary key: `person_cik` when available; otherwise named entity resolution.
-- Entity resolver: named entity, mergeable. Strong ID = `person_cik` when present.
+- Entity resolver: named entity, not mergeable. Strong ID = `person_cik` when present.
 
 ### `financial_instrument`
 
@@ -178,12 +188,28 @@ The six core financial properties appear on both the **organization** and its **
 * `total_liabilities` — Sum of all liabilities. May be computed fallback. Unit: USD. On: organization + document
 * `shareholders_equity` — Total stockholders' equity. Unit: USD. On: organization + document
 * `shares_outstanding` — Common shares outstanding. Unit: shares. On: organization + document
-* `eps_basic` — Basic earnings per share (10-K only). Unit: USD. On: document only
-* `eps_diluted` — Diluted earnings per share (10-K only). Unit: USD. On: document only
+* `eps_basic` — Basic earnings per share. Unit: USD. On: document only (10-K, 10-Q, 20-F)
+* `eps_diluted` — Diluted earnings per share. Unit: USD. On: document only (10-K, 10-Q, 20-F)
 * `entity_shell_company` — Whether the entity is a shell company. Values: `"true"`, `"false"`. On: organization only
 * `reporting_currency` — ISO 4217 currency code (20-F only). Examples: `"JPY"`, `"EUR"`. On: document only
 * `country_of_incorporation` — Country of incorporation (20-F only). Examples: `"Japan"`, `"Israel"`. On: document only
 
+#### DEI Cover Page Properties (source: `edgar_10k`, `edgar_10q`)
+
+Data source: iXBRL DEI (Document and Entity Information) cover page elements. On organization only unless noted.
+
+* `entity_number_of_employees` — Workforce size (10-K only). Unit: count
+* `entity_filer_category_dei` — Filer category from DEI. Examples: `"Large Accelerated Filer"`, `"Non-accelerated Filer"`
+* `entity_small_business` — Whether the entity is a smaller reporting company. Values: `"true"`, `"false"`
+* `entity_emerging_growth_company` — Whether the entity is an emerging growth company (JOBS Act). Values: `"true"`, `"false"`
+* `entity_voluntary_filers` — Voluntary vs mandatory filer status (10-K only). Values: `"Yes"`, `"No"`
+* `entity_well_known_seasoned_issuer` — WKSI flag — shelf registration eligible (10-K only). Values: `"Yes"`, `"No"`
+* `entity_tax_id_number` — IRS tax identification number from DEI (10-K only)
+* `security_12b_title` — Title of listed security class. Example: `"Common Stock, $0.00001 par value per share"`
+* `entity_listing_exchange` — Securities exchange from DEI. Examples: `"NASDAQ"`, `"NYSE"`
+* `document_fiscal_period_focus` — Fiscal period. Values: `"FY"`, `"Q1"`, `"Q2"`, `"Q3"`. On: organization + document
+* `entity_incorporation_state_dei` — State or country of incorporation from DEI (cross-check vs submissions API)
+
 #### 8-K Corporate Events (source: `edgar_8k`)
 
 Data source: 8-K current report filings.
@@ -225,6 +251,9 @@ Data source: SC 13D/G XML filings. Properties on the filer organization.
 * `shares_declared` — Shares by individual group member. Unit: shares
 * `ownership_percent` — Percentage by individual member or SC 13G filer
 * `investment_purpose` — Stated purpose from Item 4. Examples: `"Investment"`, `"Strategic investment"`
+* `intends_to_buy_more` — Filer stated intent to acquire additional shares. Float: `1.0` when true (only stored when true)
+* `intends_to_sell_all` — Filer stated intent to dispose of all shares. Float: `1.0` when true (only stored when true)
+* `intends_to_influence` — Filer stated intent to influence board or management. Float: `1.0` when true (only stored when true)
 * `is_passive_investor` — Always `1.0` on SC 13G records
 * `aggregate_amount_beneficially_owned` — Total shares beneficially owned. Unit: shares
 * `sole_voting_power` / `shared_voting_power` — Sole/shared voting authority. Unit: shares
@@ -242,6 +271,10 @@ Data source: co-registrant entries and EX-21 exhibit subsidiary tables.
 * `is_part_of` — Relationship: subsidiary → parent
 * `citizenship_or_state_of_organization` — Subsidiary jurisdiction (EX-21 only)
 
+#### 8-K Counterparties (source: `edgar_8k`)
+
+* `relationship_type` — Relationship between a counterparty organization and the issuer from 8-K (e.g. `"acquirer"`, `"creditor"`). On: counterparty organization entity
+
 ### Document Properties
 
 #### Filing Metadata (all pipelines)
@@ -279,6 +312,8 @@ Data source: Form 3/4 XML.
 
 * `person_cik` — SEC CIK for the reporting person (10-digit zero-padded). From `<rptOwnerCik>`.
 * `job_title` — Officer title. Examples: `"Chief Executive Officer"`, `"Director"`. From `<officerTitle>`.
+* `owner_address` — Reporting owner address from Form 3/4 XML (city, state)
+* `change_type` — Type of officer/director change from 8-K Item 5.02 (source: `edgar_8k`, not Form 3/4). Examples: `"appointed"`, `"resigned"`, `"terminated"`
 * `is_officer` — Relationship: person → organization (when `<isOfficer>1`)
 * `is_director` — Relationship: person → organization (when `<isDirector>1`)
 * `is_ten_percent_owner` — Relationship: person → organization (when `<isTenPercentOwner>1`)
@@ -303,13 +338,18 @@ Data source: Form 3/4 XML.
 * `price_per_share` — Transaction price. Unit: USD
 * `shares_owned_after` — Post-transaction shares. Unit: shares
 * `exercise_price` — Derivative exercise price (USD, derivatives only)
+* `underlying_security_type` — Title of the underlying security for derivative holdings
+* `underlying_security_shares` — Shares of the underlying security for derivative holdings. Unit: shares
 * `direct_or_indirect_ownership` — `"Direct"` or `"Indirect"`
 * `is_10b5_1_plan` — `"true"` when under a Rule 10b5-1 plan
+* `equity_swap_involved` — Whether the transaction involves an equity swap. Values: `"true"`, `"false"`
+* `footnote_text` — Footnote text providing transaction context (plan details, vesting schedules)
+* `insider_trade_event` — Derived event classification. Values: `"INSIDER_BUY"`, `"INSIDER_SELL"`
 
 #### DEF 14A Proxy (source: `edgar_def_14a`)
 
 * `board_committee` — Committee membership. Examples: `"Audit"`, `"Compensation"`
-* `is_independent` — Independence classification. Values: `"true"`, `"false"`
+* `is_independent` — Independence classification. Float: `1.0` = independent, `0.0` = not independent
 * `director_since` — Year. Example: `"2018"`
 * `total_compensation` — Summary Compensation Table total. Unit: USD
 * `board_size` — Number of directors (also on document)
@@ -331,6 +371,8 @@ Data source: 13F-HR XML information table.
 * `put_call` — `"PUT"`, `"CALL"`, or empty for equity
 * `voting_authority_sole` / `voting_authority_shared` / `voting_authority_none` — Voting authority breakdown. Unit: shares
 * `investment_discretion` — `"SOLE"`, `"DFND"`, or `"OTR"` (on organization)
+* `report_period_date` — Quarter-end date for the 13F-HR report period (YYYY-MM-DD). On: document only
+* `confidential_treatment_flag` — Whether the manager requested confidential treatment. On: document only
 * `holds_position` — Relationship: investment manager → financial instrument
 
 ---
@@ -342,10 +384,12 @@ Data source: 13F-HR XML information table.
 ```
 organization         ──[filed]────────────────────→ document
 organization         ──[filing_reference]─────────→ document
+organization         ──[is_issuer_of]─────────────→ document        (Forms 3/4, SC 13D/G: issuer → ownership filing)
 organization         ──[owns_stake_in]────────────→ organization    (SC 13D/G)
 organization         ──[has_subsidiary]───────────→ organization    (co-registrant, EX-21)
 organization         ──[is_part_of]───────────────→ organization    (subsidiary → parent)
 organization         ──[holds_position]───────────→ financial_instrument (13F-HR)
+organization         ──[issues_security]──────────→ financial_instrument (SC 13D/G: issuer → CUSIP)
 document             ──[issued_by]────────────────→ organization
 document             ──[refers_to]────────────────→ organization
 document             ──[filer]────────────────────→ organization    (SC 13D/G)
@@ -357,6 +401,7 @@ person               ──[is_officer]─────────────
 person               ──[is_director]──────────────→ organization
 person               ──[is_ten_percent_owner]─────→ organization
 person               ──[works_at]─────────────────→ organization
+person               ──[owns_stake_in]────────────→ organization    (SC 13D/G: person beneficial owner)
 person               ──[filing_reference]─────────→ document
 financial_instrument ──[filing_reference]─────────→ document
 ```

package/skill/edgar/schema.yaml

@@ -647,7 +647,7 @@ properties:
     description: "Total revenues (USD). XBRL: us-gaap:Revenues"
     display_name: "Revenues"
     mergeability: not_mergeable
-    domain_flavors: ["sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "organization"]
+    domain_flavors: ["sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "sec::def_14a", "organization"]
     passive: true
 
   - name: "us_gaap:net_income_loss"
@@ -655,7 +655,7 @@ properties:
     description: "Net income or loss (USD). XBRL: us-gaap:NetIncomeLoss"
     display_name: "Net Income/Loss"
     mergeability: not_mergeable
-    domain_flavors: ["sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "organization"]
+    domain_flavors: ["sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "sec::def_14a", "organization"]
     passive: true
 
   - name: "us_gaap:operating_income_loss"
@@ -799,7 +799,7 @@ properties:
     description: "Profit or loss including noncontrolling interest (USD). XBRL: us-gaap:ProfitLoss"
     display_name: "Profit/Loss"
     mergeability: not_mergeable
-    domain_flavors: ["sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "organization"]
+    domain_flavors: ["sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "sec::def_14a", "organization"]
     passive: true
 
   - name: "us_gaap:cogs"
@@ -815,7 +815,7 @@ properties:
     description: "Depreciation, depletion and amortization (USD). XBRL: us-gaap:DepreciationDepletionAndAmortization"
     display_name: "D&A"
     mergeability: not_mergeable
-    domain_flavors: ["sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "organization"]
+    domain_flavors: ["sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "sec::def_14a", "organization"]
     passive: true
 
   - name: "us_gaap:interest_expense"
@@ -823,7 +823,7 @@ properties:
     description: "Interest expense (USD). XBRL: us-gaap:InterestExpense"
     display_name: "Interest Expense"
     mergeability: not_mergeable
-    domain_flavors: ["sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "organization"]
+    domain_flavors: ["sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "sec::def_14a", "organization"]
     passive: true
 
   - name: "us_gaap:interest_expense_nonoperating"
@@ -1067,7 +1067,7 @@ properties:
     description: "Income tax expense or benefit (USD). XBRL: us-gaap:IncomeTaxExpenseBenefit"
     display_name: "Income Tax Expense"
     mergeability: not_mergeable
-    domain_flavors: ["sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "organization"]
+    domain_flavors: ["sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "sec::def_14a", "organization"]
     passive: true
 
   - name: "us_gaap:operating_expenses"