gloomberb 0.8.1 → 0.9.0

package/src/sources/sec-edgar.test.ts

@@ -2,6 +2,7 @@ import { afterEach, describe, expect, test } from "bun:test";
 import {
   SecEdgarClient,
   extractFilingContent,
+  parseFilingDocuments,
   parseRecentFilings,
   parseTickerLookup,
 } from "./sec-edgar";
@@ -65,6 +66,59 @@ describe("parseRecentFilings", () => {
   });
 });
 
+describe("parseFilingDocuments", () => {
+  test("maps filing index document rows into primary and exhibit documents", () => {
+    const documents = parseFilingDocuments(`
+      <html>
+        <body>
+          <table class="tableFile" summary="Document Format Files">
+            <tr>
+              <th>Seq</th><th>Description</th><th>Document</th><th>Type</th><th>Size</th>
+            </tr>
+            <tr>
+              <td>1</td>
+              <td>Current report</td>
+              <td><a href="/ixviewer/doc/action?doc=/Archives/edgar/data/320193/000032019324000123/aapl-8k.htm">aapl-8k.htm</a></td>
+              <td>8-K</td>
+              <td>10000</td>
+            </tr>
+            <tr>
+              <td>2</td>
+              <td>Results of Operations and Financial Condition</td>
+              <td><a href="/Archives/edgar/data/320193/000032019324000123/aapl-ex991.htm">aapl-ex991.htm</a></td>
+              <td>EX-99.1</td>
+              <td>42000</td>
+            </tr>
+          </table>
+        </body>
+      </html>
+    `, {
+      accessionNumber: "0000320193-24-000123",
+      form: "8-K",
+      filingDate: new Date("2024-08-01T00:00:00Z"),
+      cik: "0000320193",
+      filingUrl: "https://www.sec.gov/Archives/edgar/data/320193/0000320193-24-000123-index.htm",
+      primaryDocument: "aapl-8k.htm",
+      primaryDocumentUrl: "https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/aapl-8k.htm",
+    });
+
+    expect(documents).toMatchObject([
+      {
+        type: "8-K",
+        document: "aapl-8k.htm",
+        isPrimary: true,
+        url: "https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/aapl-8k.htm",
+      },
+      {
+        type: "EX-99.1",
+        description: "Results of Operations and Financial Condition",
+        document: "aapl-ex991.htm",
+        isPrimary: false,
+      },
+    ]);
+  });
+});
+
 describe("SecEdgarClient", () => {
   test("extracts readable text from filing html", () => {
     const content = extractFilingContent(`
@@ -81,6 +135,30 @@ describe("SecEdgarClient", () => {
     expect(content).toContain("Revenue increased 12% year over year.");
   });
 
+  test("trims SEC document wrapper metadata before exhibit content", () => {
+    const content = extractFilingContent(`
+      <SEC-DOCUMENT>
+      <DOCUMENT>
+      <TYPE>EX-99.1
+      <SEQUENCE>2
+      <FILENAME>q42026er-991.htm
+      <DESCRIPTION>EX-99.1
+      <TEXT>
+        <html><body>
+          <p>Exhibit 99.1</p>
+          <h1>e.l.f. Beauty Announces Fourth Quarter Fiscal 2026 Results</h1>
+          <p>Delivered fiscal 2026 net sales growth of 25% year over year.</p>
+        </body></html>
+      </TEXT>
+      </DOCUMENT>
+      </SEC-DOCUMENT>
+    `, "text/html", { form: "EX-99.1" });
+
+    expect(content?.startsWith("Exhibit 99.1")).toBe(true);
+    expect(content).toContain("Fourth Quarter Fiscal 2026 Results");
+    expect(content).not.toContain("q42026er-991.htm");
+  });
+
   test("drops hidden inline xbrl boilerplate from filing html", () => {
     const content = extractFilingContent(`
       <?xml version="1.0"?>
@@ -119,7 +197,7 @@ describe("SecEdgarClient", () => {
       sourceUrl: "https://www.sec.gov/Archives/edgar/data/2488/example.pdf",
     });
 
-    expect(content).toContain("primary document is a PDF");
+    expect(content).toContain("document is a PDF");
     expect(content).not.toContain("%PDF-1.6");
   });
 
@@ -283,4 +361,33 @@ describe("SecEdgarClient", () => {
     expect(content).toContain("Proxy Statement");
     expect(content).toContain("Annual meeting details.");
   });
+
+  test("loads filing documents from the filing index", async () => {
+    globalThis.fetch = (async () => new Response(`
+      <html>
+        <body>
+          <table class="tableFile">
+            <tr><td>1</td><td>Current report</td><td><a href="/Archives/edgar/data/320193/000032019324000123/aapl-8k.htm">aapl-8k.htm</a></td><td>8-K</td><td>10000</td></tr>
+            <tr><td>2</td><td>Investor presentation</td><td><a href="/Archives/edgar/data/320193/000032019324000123/aapl-ex992.pdf">aapl-ex992.pdf</a></td><td>EX-99.2</td><td>90000</td></tr>
+          </table>
+        </body>
+      </html>
+    `, {
+      status: 200,
+      headers: { "content-type": "text/html" },
+    })) as unknown as typeof fetch;
+
+    const client = new SecEdgarClient();
+    const documents = await client.getFilingDocuments({
+      accessionNumber: "0000320193-24-000123",
+      form: "8-K",
+      filingDate: new Date("2024-08-01T00:00:00Z"),
+      cik: "0000320193",
+      filingUrl: "https://www.sec.gov/Archives/edgar/data/320193/0000320193-24-000123-index.htm",
+      primaryDocument: "aapl-8k.htm",
+    });
+
+    expect(documents.map((document) => document.type)).toEqual(["8-K", "EX-99.2"]);
+    expect(documents[1]?.description).toBe("Investor presentation");
+  });
 });

package/src/sources/sec-edgar.ts

@@ -1,4 +1,4 @@
-import type { SecFilingItem } from "../types/data-provider";
+import type { SecFilingDocument, SecFilingItem } from "../types/data-provider";
 import { truncateWithEllipsis } from "../utils/text-wrap";
 import {
   PDF_FALLBACK_MESSAGE,
@@ -84,6 +84,56 @@ function stripAccessionDashes(accessionNumber: string): string {
   return accessionNumber.replace(/-/g, "");
 }
 
+function documentNameFromUrl(url: string): string {
+  try {
+    return decodeURIComponent(new URL(url).pathname.split("/").pop() ?? "");
+  } catch {
+    return url.split("/").pop() ?? url;
+  }
+}
+
+function normalizeDocumentName(value: string | undefined): string {
+  return (value ?? "").trim().toLowerCase();
+}
+
+function decodeSecHtmlEntities(text: string): string {
+  return text
+    .replace(/ /gi, " ")
+    .replace(/&/gi, "&")
+    .replace(/&lt;/gi, "<")
+    .replace(/&gt;/gi, ">")
+    .replace(/&quot;/gi, "\"")
+    .replace(/&#39;|&#x27;/gi, "'")
+    .replace(/&#(\d+);/g, (_match, digits: string) => String.fromCodePoint(Number(digits)))
+    .replace(/&#x([0-9a-f]+);/gi, (_match, hex: string) => String.fromCodePoint(parseInt(hex, 16)));
+}
+
+function cleanSecTableText(value: string): string {
+  return decodeSecHtmlEntities(
+    value
+      .replace(/<script[\s\S]*?<\/script>/gi, " ")
+      .replace(/<style[\s\S]*?<\/style>/gi, " ")
+      .replace(/<[^>]+>/g, " ")
+      .replace(/\s+/g, " ")
+      .trim(),
+  );
+}
+
+function resolveSecArchiveUrl(href: string, filingUrl: string): string | null {
+  const trimmed = href.trim();
+  if (!trimmed) return null;
+  try {
+    const url = new URL(trimmed, filingUrl);
+    const ixviewerDocument = url.searchParams.get("doc");
+    if (ixviewerDocument?.startsWith("/Archives/")) {
+      return new URL(ixviewerDocument, "https://www.sec.gov").toString();
+    }
+    return url.toString();
+  } catch {
+    return null;
+  }
+}
+
 function isHtmlResponse(body: string): boolean {
   return /^\s*<!DOCTYPE html/i.test(body) || /^\s*<html/i.test(body);
 }
@@ -201,6 +251,52 @@ export function parseRecentFilings(payload: unknown, count = 15): SecFilingItem[
   return results;
 }
 
+export function parseFilingDocuments(indexHtml: string, filing: SecFilingItem): SecFilingDocument[] {
+  const documents: SecFilingDocument[] = [];
+  const primaryUrl = normalizeDocumentName(filing.primaryDocumentUrl);
+  const primaryDocument = normalizeDocumentName(filing.primaryDocument);
+  const rows = [...indexHtml.matchAll(/<tr\b[^>]*>([\s\S]*?)<\/tr>/gi)];
+
+  for (const rowMatch of rows) {
+    const rowHtml = rowMatch[1] ?? "";
+    const cells = [...rowHtml.matchAll(/<td\b[^>]*>([\s\S]*?)<\/td>/gi)].map((match) => match[1] ?? "");
+    if (cells.length < 3) continue;
+
+    const hrefMatch = rowHtml.match(/<a\b[^>]*href="([^"]+)"[^>]*>/i);
+    if (!hrefMatch?.[1]) continue;
+    const url = resolveSecArchiveUrl(hrefMatch[1], filing.filingUrl);
+    if (!url || !url.includes("/Archives/edgar/data/")) continue;
+
+    const sequence = cleanSecTableText(cells[0] ?? "") || undefined;
+    const description = cleanSecTableText(cells[1] ?? "") || undefined;
+    const linkedDocument = cleanSecTableText(cells[2] ?? "") || documentNameFromUrl(url);
+    const type = cleanSecTableText(cells[3] ?? "") || linkedDocument;
+    const size = cleanSecTableText(cells[4] ?? "") || undefined;
+    const document = linkedDocument || documentNameFromUrl(url);
+    const normalizedDocument = normalizeDocumentName(document);
+    const normalizedUrl = normalizeDocumentName(url);
+
+    documents.push({
+      sequence,
+      type,
+      description,
+      document,
+      url,
+      size,
+      isPrimary: (
+        (primaryDocument.length > 0 && normalizedDocument === primaryDocument)
+        || (primaryUrl.length > 0 && normalizedUrl === primaryUrl)
+        || (
+          documents.length === 0
+          && normalizeDocumentName(type) === normalizeDocumentName(filing.form)
+        )
+      ),
+    });
+  }
+
+  return documents;
+}
+
 export class SecEdgarClient {
   private lookupPromise: Promise<Map<string, LookupEntry>> | null = null;
 
@@ -311,6 +407,11 @@ export class SecEdgarClient {
     return parseRecentFilings(payload, count);
   }
 
+  async getFilingDocuments(filing: SecFilingItem): Promise<SecFilingDocument[]> {
+    const { body } = await this.fetchText(filing.filingUrl);
+    return parseFilingDocuments(body, filing);
+  }
+
   async getFilingContent(filing: Pick<SecFilingItem, "primaryDocumentUrl" | "filingUrl" | "form">): Promise<string | null> {
     let targetUrl = filing.primaryDocumentUrl || filing.filingUrl;
     if (!targetUrl) return null;
@@ -328,6 +429,9 @@ export class SecEdgarClient {
     }
 
     if (filing.primaryDocumentUrl && isPdfDocument("", "", filing.primaryDocumentUrl)) {
+      if (filing.filingUrl === filing.primaryDocumentUrl) {
+        return PDF_FALLBACK_MESSAGE;
+      }
       const alternativeUrl = filing.filingUrl
         ? await this.findAlternativeHtmlDocumentUrl(filing.filingUrl, filing.primaryDocumentUrl)
         : null;

package/src/sources/yahoo-finance.ts

@@ -226,6 +226,10 @@ export class YahooFinanceClient implements DataProvider {
     return this.secClient.getRecentFilings(ticker, count);
   }
 
+  async getSecFilingDocuments(filing: SecFilingItem) {
+    return this.secClient.getFilingDocuments(filing);
+  }
+
   async getSecFilingContent(filing: SecFilingItem): Promise<string | null> {
     return this.secClient.getFilingContent(filing);
   }

package/src/state/app/context/index.test.tsx

@@ -46,6 +46,22 @@ describe("appReducer command bar state", () => {
     expect(closed.commandBarLaunchRequest).toBeNull();
   });
 
+  test("stores ticker search command bar launch requests", () => {
+    const initial = createInitialState(createDefaultConfig("/tmp/gloomberb-test"));
+    const opened = appReducer(initial, {
+      type: "SET_COMMAND_BAR",
+      open: true,
+      launch: { kind: "ticker-search", query: "" },
+    });
+
+    expect(opened.commandBarOpen).toBe(true);
+    expect(opened.commandBarLaunchRequest).toEqual({
+      kind: "ticker-search",
+      query: "",
+      sequence: 1,
+    });
+  });
+
   test("toggle opens blank and clears on close", () => {
     const initial = createInitialState(createDefaultConfig("/tmp/gloomberb-test"));
     const opened = appReducer(initial, { type: "TOGGLE_COMMAND_BAR" });

package/src/test-support/plugin-runtime.ts

@@ -26,6 +26,7 @@ export function createTestPluginRuntime(
     showPane() {},
     createPaneFromTemplate() {},
     hidePane() {},
+    focusPane() {},
     openPaneSettings() {},
     openPluginCommandWorkflow() {},
     notify() {},

package/src/tickers/search/index.ts

@@ -22,6 +22,7 @@ import {
 export type {
   ResolvedTickerSearch,
   TickerSearchCandidate,
+  TickerSearchInstrumentClass,
 } from "./types";
 export {
   findExactTickerSearchMatch,

package/src/types/data-provider.ts

@@ -34,6 +34,16 @@ export interface SecFilingItem {
   primaryDocumentUrl?: string;
 }
 
+export interface SecFilingDocument {
+  sequence?: string;
+  type: string;
+  description?: string;
+  document: string;
+  url: string;
+  size?: string;
+  isPrimary: boolean;
+}
+
 export interface EarningsEvent {
   symbol: string;
   name: string;
@@ -127,6 +137,7 @@ export interface AssetDataProvider {
   getAnalystResearch?(ticker: string, exchange?: string, context?: MarketDataRequestContext): Promise<AnalystResearchData>;
   getCorporateActions?(ticker: string, exchange?: string, context?: MarketDataRequestContext): Promise<CorporateActionsData>;
   getEarningsCalendar?(symbols: string[], context?: MarketDataRequestContext): Promise<EarningsEvent[]>;
+  getSecFilingDocuments?(filing: SecFilingItem): Promise<SecFilingDocument[]>;
   getSecFilingContent?(filing: SecFilingItem): Promise<string | null>;
   /** Fetch article summary/description by URL (lazy-loaded on selection) */
   getArticleSummary(url: string): Promise<string | null>;

package/src/ui/host.tsx

@@ -122,6 +122,7 @@ export interface ScrollBoxRenderable {
 export interface InputRenderable {
   editBuffer: TextEditBuffer;
   cursorOffset?: number;
+  setCursorOffset?(offset: number): void;
   focus?(): void;
 }
 

package/src/version.ts

@@ -1 +1 @@
-export const VERSION = "0.8.1";
+export const VERSION = "0.9.0";