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[Feature] Standardized Financial Statements From SEC Company Facts API (#7416)

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* add standardized financial statements to sec provider

* codespell

* add type annotation to json_schema_extra dict

* test params

* mypy

* pylint

* if no actual quarterly data is reported by 20/40-F, raise an error when requesting it

* Fix D&A parent double count rollups

* some updates

* codespell

* breakout statement_schema into smaller files

* balance sheet ordering

* reorganize the results metadata output to OBBject

* unused import

* restore sec_filing.py file - not in scope

* organize imports

* AdjustmentsNoncashItemsToReconcileNetIncomeLossToCashProvidedByUsedInOperatingActivitiesOther

* fix docstring

* linter

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
This commit is contained in:
Danglewood
2026-05-05 18:21:55 -07:00
committed by GitHub
parent 08c63e4901
commit 6a23408dd9
29 changed files with 44322 additions and 28 deletions
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70
openbb_platform/extensions/equity/integration/test_equity_python.py
View File

@@ -47,6 +47,17 @@ def obb(pytestconfig):
"provider": "yfinance",
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 5,
"provider": "sec",
"use_cache": True,
"include_preliminary": True,
"pit_mode": True,
}
),
],
)
@pytest.mark.integration
@@ -62,6 +73,17 @@ def test_equity_fundamental_balance(params, obb):
"params",
[
({"symbol": "AAPL", "limit": 10, "provider": "fmp", "period": "annual"}),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 5,
"provider": "sec",
"use_cache": True,
"include_preliminary": True,
"pit_mode": True,
}
),
],
)
@pytest.mark.integration
@@ -157,6 +179,17 @@ def test_equity_calendar_earnings(params, obb):
"provider": "yfinance",
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 5,
"provider": "sec",
"use_cache": True,
"include_preliminary": True,
"pit_mode": True,
}
),
],
)
@pytest.mark.integration
@@ -172,6 +205,17 @@ def test_equity_fundamental_cash(params, obb):
"params",
[
({"symbol": "AAPL", "limit": 10, "provider": "fmp", "period": "annual"}),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 5,
"provider": "sec",
"use_cache": True,
"include_preliminary": True,
"pit_mode": True,
}
),
],
)
@pytest.mark.integration
@@ -361,6 +405,17 @@ def test_equity_estimates_historical(params, obb):
"period": "annual",
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 5,
"provider": "sec",
"use_cache": True,
"include_preliminary": True,
"pit_mode": True,
}
),
],
)
@pytest.mark.integration
@@ -374,7 +429,20 @@ def test_equity_fundamental_income(params, obb):
@pytest.mark.parametrize(
"params",
[{"symbol": "AAPL", "limit": 10, "period": "annual", "provider": "fmp"}],
[
({"symbol": "AAPL", "limit": 10, "period": "annual", "provider": "fmp"}),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 5,
"provider": "sec",
"use_cache": True,
"include_preliminary": True,
"pit_mode": True,
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_income_growth(params, obb):