Merge commit 'd803bfe2b1fe7f5e219e50ac20d6801a0a58ac75' as 'vendor/ruvector'

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ruv
2026-02-28 14:39:40 -05:00
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//! SEC EDGAR API client
use std::time::Duration;
use chrono::NaiveDate;
use reqwest::{Client, StatusCode};
use serde::Deserialize;
use crate::{Company, EdgarError, Filing, FilingType, Sector};
/// SEC EDGAR API client
pub struct EdgarClient {
client: Client,
base_url: String,
bulk_url: String,
}
/// Company tickers response
#[derive(Debug, Deserialize)]
struct CompanyTickersResponse {
#[serde(flatten)]
companies: std::collections::HashMap<String, CompanyEntry>,
}
/// Company entry
#[derive(Debug, Deserialize)]
struct CompanyEntry {
cik_str: String,
ticker: String,
title: String,
}
/// Company facts response
#[derive(Debug, Deserialize)]
struct CompanyFactsResponse {
cik: u64,
#[serde(rename = "entityName")]
entity_name: String,
facts: Option<Facts>,
}
/// XBRL facts
#[derive(Debug, Deserialize)]
struct Facts {
#[serde(rename = "us-gaap")]
us_gaap: Option<std::collections::HashMap<String, Concept>>,
}
/// XBRL concept
#[derive(Debug, Deserialize)]
struct Concept {
label: String,
description: Option<String>,
units: std::collections::HashMap<String, Vec<UnitValue>>,
}
/// Unit value
#[derive(Debug, Deserialize)]
struct UnitValue {
#[serde(rename = "end")]
end_date: String,
val: f64,
accn: String,
fy: Option<i32>,
fp: Option<String>,
form: String,
filed: String,
}
/// Submissions response
#[derive(Debug, Deserialize)]
struct SubmissionsResponse {
cik: String,
name: String,
sic: Option<String>,
#[serde(rename = "sicDescription")]
sic_description: Option<String>,
#[serde(rename = "stateOfIncorporation")]
state: Option<String>,
#[serde(rename = "fiscalYearEnd")]
fiscal_year_end: Option<String>,
filings: FilingsData,
}
/// Filings data
#[derive(Debug, Deserialize)]
struct FilingsData {
recent: RecentFilings,
}
/// Recent filings
#[derive(Debug, Deserialize)]
struct RecentFilings {
#[serde(rename = "accessionNumber")]
accession_numbers: Vec<String>,
#[serde(rename = "filingDate")]
filing_dates: Vec<String>,
form: Vec<String>,
#[serde(rename = "primaryDocument")]
primary_documents: Vec<String>,
#[serde(rename = "primaryDocDescription")]
descriptions: Vec<String>,
}
impl EdgarClient {
/// Create a new EDGAR client
///
/// SEC requires user agent with company/contact info
pub fn new(user_agent: &str, company: &str, email: &str) -> Self {
let full_agent = format!("{} ({}, {})", user_agent, company, email);
let client = Client::builder()
.timeout(Duration::from_secs(30))
.user_agent(full_agent)
.build()
.expect("Failed to build HTTP client");
Self {
client,
base_url: "https://data.sec.gov".to_string(),
bulk_url: "https://www.sec.gov/cgi-bin/browse-edgar".to_string(),
}
}
/// Health check
pub async fn health_check(&self) -> Result<bool, EdgarError> {
let url = format!("{}/submissions/CIK0000320193.json", self.base_url);
let response = self.client.get(&url).send().await?;
Ok(response.status().is_success())
}
/// Convert ticker to CIK
pub async fn ticker_to_cik(&self, ticker: &str) -> Result<String, EdgarError> {
let url = format!("{}/files/company_tickers.json", self.base_url);
let response = self.client.get(&url).send().await?;
if !response.status().is_success() {
return Err(EdgarError::Api("Failed to fetch company tickers".to_string()));
}
let data: CompanyTickersResponse = response.json().await?;
for entry in data.companies.values() {
if entry.ticker.eq_ignore_ascii_case(ticker) {
return Ok(entry.cik_str.clone());
}
}
Err(EdgarError::InvalidCik(format!("Ticker not found: {}", ticker)))
}
/// Get company info
pub async fn get_company(&self, cik: &str) -> Result<Company, EdgarError> {
let padded_cik = format!("{:0>10}", cik.trim_start_matches('0'));
let url = format!("{}/submissions/CIK{}.json", self.base_url, padded_cik);
let response = self.client.get(&url).send().await?;
match response.status() {
StatusCode::OK => {
let data: SubmissionsResponse = response.json().await?;
Ok(Company {
cik: data.cik,
name: data.name,
ticker: None, // Would need to look up
sic_code: data.sic,
sic_description: data.sic_description,
state: data.state,
fiscal_year_end: data.fiscal_year_end,
latest_filing: data.filings.recent.filing_dates.first()
.and_then(|d| NaiveDate::parse_from_str(d, "%Y-%m-%d").ok()),
})
}
StatusCode::NOT_FOUND => Err(EdgarError::InvalidCik(cik.to_string())),
status => Err(EdgarError::Api(format!("Unexpected status: {}", status))),
}
}
/// Get filings for a company
pub async fn get_filings(
&self,
cik: &str,
filing_types: &[FilingType],
) -> Result<Vec<Filing>, EdgarError> {
let padded_cik = format!("{:0>10}", cik.trim_start_matches('0'));
let url = format!("{}/submissions/CIK{}.json", self.base_url, padded_cik);
let response = self.client.get(&url).send().await?;
if !response.status().is_success() {
return Err(EdgarError::Api(format!(
"Failed to fetch submissions: {}",
response.status()
)));
}
let data: SubmissionsResponse = response.json().await?;
let mut filings = Vec::new();
for i in 0..data.filings.recent.accession_numbers.len() {
let form = &data.filings.recent.form[i];
let filing_type = FilingType::from_form(form);
if filing_types.contains(&filing_type) {
let filed_date = NaiveDate::parse_from_str(
&data.filings.recent.filing_dates[i],
"%Y-%m-%d",
)
.unwrap_or(NaiveDate::from_ymd_opt(2000, 1, 1).unwrap());
filings.push(Filing {
accession_number: data.filings.recent.accession_numbers[i].clone(),
cik: cik.to_string(),
filing_type,
filed_date,
document_url: format!(
"https://www.sec.gov/Archives/edgar/data/{}/{}/{}",
cik,
data.filings.recent.accession_numbers[i].replace("-", ""),
data.filings.recent.primary_documents[i]
),
description: data.filings.recent.descriptions.get(i).cloned(),
});
}
}
Ok(filings)
}
/// Get company facts (XBRL financial data)
pub async fn get_company_facts(&self, cik: &str) -> Result<CompanyFactsResponse, EdgarError> {
let padded_cik = format!("{:0>10}", cik.trim_start_matches('0'));
let url = format!(
"{}/api/xbrl/companyfacts/CIK{}.json",
self.base_url, padded_cik
);
let response = self.client.get(&url).send().await?;
match response.status() {
StatusCode::OK => Ok(response.json().await?),
StatusCode::NOT_FOUND => Err(EdgarError::InvalidCik(cik.to_string())),
status => Err(EdgarError::Api(format!("Unexpected status: {}", status))),
}
}
/// Get companies by sector
pub async fn get_companies_by_sector(&self, sector: &Sector) -> Result<Vec<Company>, EdgarError> {
// Note: This is a simplified implementation
// Real implementation would use bulk data or SIC code search
let sic_prefix = match sector {
Sector::Technology => "73",
Sector::Healthcare => "80",
Sector::Financials => "60",
Sector::ConsumerDiscretionary => "57",
Sector::ConsumerStaples => "20",
Sector::Energy => "13",
Sector::Materials => "28",
Sector::Industrials => "35",
Sector::Utilities => "49",
Sector::RealEstate => "65",
Sector::CommunicationServices => "48",
Sector::Other => "99",
};
// Return placeholder - would implement full sector search
Ok(vec![])
}
/// Get XBRL financial statement data
pub async fn get_financial_data(
&self,
cik: &str,
metrics: &[&str],
) -> Result<std::collections::HashMap<String, Vec<(NaiveDate, f64)>>, EdgarError> {
let facts = self.get_company_facts(cik).await?;
let mut result = std::collections::HashMap::new();
if let Some(facts) = facts.facts {
if let Some(us_gaap) = facts.us_gaap {
for metric in metrics {
if let Some(concept) = us_gaap.get(*metric) {
let mut values = Vec::new();
for (_, unit_values) in &concept.units {
for uv in unit_values {
if let Ok(date) = NaiveDate::parse_from_str(&uv.end_date, "%Y-%m-%d") {
values.push((date, uv.val));
}
}
}
values.sort_by_key(|(d, _)| *d);
result.insert(metric.to_string(), values);
}
}
}
}
Ok(result)
}
/// Download filing document
pub async fn download_filing(&self, url: &str) -> Result<String, EdgarError> {
let response = self.client.get(url).send().await?;
if !response.status().is_success() {
return Err(EdgarError::FilingNotFound(url.to_string()));
}
Ok(response.text().await?)
}
}
#[cfg(test)]
mod tests {
use super::*;
#[test]
fn test_client_creation() {
let client = EdgarClient::new("TestAgent/1.0", "Test Corp", "test@example.com");
assert!(client.base_url.contains("data.sec.gov"));
}
}