[Feature] Add Endpoint For The Latest Financial Reports Filed With The SEC (#6936)

* add endpoint for the latest financial reports filed with the sec

* lint

* more lint

openbb_platform/core/openbb_core/provider/standard_models/latest_financial_reports.py

@@ -0,0 +1,35 @@
+"""Latest Financial Reports Standard Model."""
+
+from datetime import date as dateType
+from typing import Optional
+
+from openbb_core.provider.abstract.data import Data
+from openbb_core.provider.abstract.query_params import QueryParams
+from openbb_core.provider.utils.descriptions import DATA_DESCRIPTIONS
+from pydantic import Field
+
+
+class LatestFinancialReportsQueryParams(QueryParams):
+    """Latest Financial Reports Query."""
+
+
+class LatestFinancialReportsData(Data):
+    """Latest Financial Reports Data."""
+
+    filing_date: dateType = Field(description="The date of the filing.")
+    period_ending: Optional[dateType] = Field(
+        default=None, description="Report for the period ending."
+    )
+    symbol: Optional[str] = Field(
+        default=None, description=DATA_DESCRIPTIONS.get("symbol")
+    )
+    name: Optional[str] = Field(default=None, description="Name of the company.")
+    cik: Optional[str] = Field(default=None, description=DATA_DESCRIPTIONS.get("cik"))
+    sic: Optional[str] = Field(
+        default=None, description="Standard Industrial Classification code."
+    )
+    report_type: Optional[str] = Field(default=None, description="Type of filing.")
+    description: Optional[str] = Field(
+        default=None, description="Description of the report."
+    )
+    url: str = Field(description="URL to the filing page.")

openbb_platform/extensions/equity/integration/test_equity_api.py

@@ -2104,3 +2104,27 @@ def test_equity_historical_market_cap(params, headers):
     result = requests.get(url, headers=headers, timeout=10)
     assert isinstance(result, requests.Response)
     assert result.status_code == 200
+
+
+@parametrize(
+    "params",
+    [
+        (
+            {
+                "date": None,
+                "report_type": None,
+                "provider": "sec",
+            }
+        ),
+    ],
+)
+@pytest.mark.integration
+def test_equity_discovery_latest_financial_reports(params, headers):
+    """Test the equity discovery latest financial reports endpoint."""
+    params = {p: v for p, v in params.items() if v}
+
+    query_str = get_querystring(params, [])
+    url = f"http://0.0.0.0:8000/api/v1/equity/discovery/latest_financial_reports?{query_str}"
+    result = requests.get(url, headers=headers, timeout=10)
+    assert isinstance(result, requests.Response)
+    assert result.status_code == 200

openbb_platform/extensions/equity/integration/test_equity_python.py

@@ -1966,3 +1966,26 @@ def test_equity_historical_market_cap(params, obb):
     assert result
     assert isinstance(result, OBBject)
     assert len(result.results) > 0
+
+
+@parametrize(
+    "params",
+    [
+        (
+            {
+                "date": None,
+                "report_type": None,
+                "provider": "sec",
+            }
+        ),
+    ],
+)
+@pytest.mark.integration
+def test_equity_discovery_latest_financial_reports(params, obb):
+    """Test the equity discovery latest financial reports endpoint."""
+    params = {p: v for p, v in params.items() if v}
+
+    result = obb.equity.discovery.latest_financial_reports(**params)
+    assert result
+    assert isinstance(result, OBBject)
+    assert len(result.results) > 0

openbb_platform/extensions/equity/openbb_equity/discovery/discovery_router.py

@@ -181,3 +181,20 @@ async def filings(
     and audited financial statements.
     """
     return await OBBject.from_query(Query(**locals()))
+
+
+@router.command(
+    model="LatestFinancialReports",
+    examples=[
+        APIEx(parameters={"provider": "sec"}),
+        APIEx(parameters={"provider": "sec", "date": "2024-09-30"}),
+    ],
+)
+async def latest_financial_reports(
+    cc: CommandContext,
+    provider_choices: ProviderChoices,
+    standard_params: StandardParams,
+    extra_params: ExtraParams,
+) -> OBBject:
+    """Get the newest quarterly, annual, and current reports for all companies."""
+    return await OBBject.from_query(Query(**locals()))

openbb_platform/openbb/assets/reference.json

@@ -15387,6 +15387,196 @@
             },
             "model": "DiscoveryFilings"
         },
+        "/equity/discovery/latest_financial_reports": {
+            "deprecated": {
+                "flag": null,
+                "message": null
+            },
+            "description": "Get the newest quarterly, annual, and current reports for all companies.",
+            "examples": "\nExamples\n--------\n\n```python\nfrom openbb import obb\nobb.equity.discovery.latest_financial_reports(provider='sec')\nobb.equity.discovery.latest_financial_reports(provider='sec', date=2024-09-30)\n```\n\n",
+            "parameters": {
+                "standard": [],
+                "sec": [
+                    {
+                        "name": "date",
+                        "type": "Union[date, str]",
+                        "description": "A specific date to get data for. Defaults to today.",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
+                        "name": "report_type",
+                        "type": "Union[str, List[str]]",
+                        "description": "Return only a specific form type. Default is all quarterly, annual, and current reports. Choices: 1-K, 1-SA, 1-U, 10-D, 10-K, 10-KT, 10-Q, 10-QT, 20-F, 40-F, 6-K, 8-K. Multiple items allowed for provider(s): sec.",
+                        "default": null,
+                        "optional": true,
+                        "choices": [
+                            "1-K",
+                            "1-SA",
+                            "1-U",
+                            "10-D",
+                            "10-K",
+                            "10-KT",
+                            "10-Q",
+                            "10-QT",
+                            "20-F",
+                            "40-F",
+                            "6-K",
+                            "8-K"
+                        ]
+                    }
+                ]
+            },
+            "returns": {
+                "OBBject": [
+                    {
+                        "name": "results",
+                        "type": "List[LatestFinancialReports]",
+                        "description": "Serializable results."
+                    },
+                    {
+                        "name": "provider",
+                        "type": "Optional[Literal['sec']]",
+                        "description": "Provider name."
+                    },
+                    {
+                        "name": "warnings",
+                        "type": "Optional[List[Warning_]]",
+                        "description": "List of warnings."
+                    },
+                    {
+                        "name": "chart",
+                        "type": "Optional[Chart]",
+                        "description": "Chart object."
+                    },
+                    {
+                        "name": "extra",
+                        "type": "Dict[str, Any]",
+                        "description": "Extra info."
+                    }
+                ]
+            },
+            "data": {
+                "standard": [
+                    {
+                        "name": "filing_date",
+                        "type": "date",
+                        "description": "The date of the filing.",
+                        "default": "",
+                        "optional": false,
+                        "choices": null
+                    },
+                    {
+                        "name": "period_ending",
+                        "type": "date",
+                        "description": "Report for the period ending.",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
+                        "name": "symbol",
+                        "type": "str",
+                        "description": "Symbol representing the entity requested in the data.",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
+                        "name": "name",
+                        "type": "str",
+                        "description": "Name of the company.",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
+                        "name": "cik",
+                        "type": "str",
+                        "description": "Central Index Key (CIK) for the requested entity.",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
+                        "name": "sic",
+                        "type": "str",
+                        "description": "Standard Industrial Classification code.",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
+                        "name": "report_type",
+                        "type": "str",
+                        "description": "Type of filing.",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
+                        "name": "description",
+                        "type": "str",
+                        "description": "Description of the report.",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
+                        "name": "url",
+                        "type": "str",
+                        "description": "URL to the filing page.",
+                        "default": "",
+                        "optional": false,
+                        "choices": null
+                    }
+                ],
+                "sec": [
+                    {
+                        "name": "items",
+                        "type": "str",
+                        "description": "Item codes associated with the filing.",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
+                        "name": "index_headers",
+                        "type": "str",
+                        "description": "URL to the index headers file.",
+                        "default": "",
+                        "optional": false,
+                        "choices": null
+                    },
+                    {
+                        "name": "complete_submission",
+                        "type": "str",
+                        "description": "URL to the complete submission text file.",
+                        "default": "",
+                        "optional": false,
+                        "choices": null
+                    },
+                    {
+                        "name": "metadata",
+                        "type": "str",
+                        "description": "URL to the MetaLinks.json file, if available.",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
+                        "name": "financial_report",
+                        "type": "str",
+                        "description": "URL to the Financial_Report.xlsx file, if available.",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    }
+                ]
+            },
+            "model": "LatestFinancialReports"
+        },
         "/equity/fundamental/multiples": {
             "deprecated": {
                 "flag": null,

openbb_platform/openbb/package/equity_discovery.py

@@ -18,6 +18,7 @@ class ROUTER_equity_discovery(Container):
     filings
     gainers
     growth_tech
+    latest_financial_reports
     losers
     undervalued_growth
     undervalued_large_caps
@@ -479,6 +480,117 @@ class ROUTER_equity_discovery(Container):
             )
         )
 
+    @exception_handler
+    @validate
+    def latest_financial_reports(
+        self,
+        provider: Annotated[
+            Optional[Literal["sec"]],
+            OpenBBField(
+                description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: sec."
+            ),
+        ] = None,
+        **kwargs
+    ) -> OBBject:
+        """Get the newest quarterly, annual, and current reports for all companies.
+
+        Parameters
+        ----------
+        provider : Optional[Literal['sec']]
+            The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: sec.
+        date : Optional[datetime.date]
+            A specific date to get data for. Defaults to today. (provider: sec)
+        report_type : Optional[str]
+            Return only a specific form type. Default is all quarterly, annual, and current reports. Choices: 1-K, 1-SA, 1-U, 10-D, 10-K, 10-KT, 10-Q, 10-QT, 20-F, 40-F, 6-K, 8-K. Multiple comma separated items allowed. (provider: sec)
+
+        Returns
+        -------
+        OBBject
+            results : List[LatestFinancialReports]
+                Serializable results.
+            provider : Optional[Literal['sec']]
+                Provider name.
+            warnings : Optional[List[Warning_]]
+                List of warnings.
+            chart : Optional[Chart]
+                Chart object.
+            extra : Dict[str, Any]
+                Extra info.
+
+        LatestFinancialReports
+        ----------------------
+        filing_date : date
+            The date of the filing.
+        period_ending : Optional[date]
+            Report for the period ending.
+        symbol : Optional[str]
+            Symbol representing the entity requested in the data.
+        name : Optional[str]
+            Name of the company.
+        cik : Optional[str]
+            Central Index Key (CIK) for the requested entity.
+        sic : Optional[str]
+            Standard Industrial Classification code.
+        report_type : Optional[str]
+            Type of filing.
+        description : Optional[str]
+            Description of the report.
+        url : str
+            URL to the filing page.
+        items : Optional[str]
+            Item codes associated with the filing. (provider: sec)
+        index_headers : Optional[str]
+            URL to the index headers file. (provider: sec)
+        complete_submission : Optional[str]
+            URL to the complete submission text file. (provider: sec)
+        metadata : Optional[str]
+            URL to the MetaLinks.json file, if available. (provider: sec)
+        financial_report : Optional[str]
+            URL to the Financial_Report.xlsx file, if available. (provider: sec)
+
+        Examples
+        --------
+        >>> from openbb import obb
+        >>> obb.equity.discovery.latest_financial_reports(provider='sec')
+        >>> obb.equity.discovery.latest_financial_reports(provider='sec', date='2024-09-30')
+        """  # noqa: E501
+
+        return self._run(
+            "/equity/discovery/latest_financial_reports",
+            **filter_inputs(
+                provider_choices={
+                    "provider": self._get_provider(
+                        provider,
+                        "equity.discovery.latest_financial_reports",
+                        ("sec",),
+                    )
+                },
+                standard_params={},
+                extra_params=kwargs,
+                info={
+                    "report_type": {
+                        "sec": {
+                            "multiple_items_allowed": True,
+                            "choices": [
+                                "1-K",
+                                "1-SA",
+                                "1-U",
+                                "10-D",
+                                "10-K",
+                                "10-KT",
+                                "10-Q",
+                                "10-QT",
+                                "20-F",
+                                "40-F",
+                                "6-K",
+                                "8-K",
+                            ],
+                        }
+                    }
+                },
+            )
+        )
+
     @exception_handler
     @validate
     def losers(

openbb_platform/providers/sec/openbb_sec/__init__.py

@@ -9,6 +9,7 @@ from openbb_sec.models.equity_search import SecEquitySearchFetcher
 from openbb_sec.models.etf_holdings import SecEtfHoldingsFetcher
 from openbb_sec.models.form_13FHR import SecForm13FHRFetcher
 from openbb_sec.models.institutions_search import SecInstitutionsSearchFetcher
+from openbb_sec.models.latest_financial_reports import SecLatestFinancialReportsFetcher
 from openbb_sec.models.rss_litigation import SecRssLitigationFetcher
 from openbb_sec.models.schema_files import SecSchemaFilesFetcher
 from openbb_sec.models.sic_search import SecSicSearchFetcher
@@ -29,6 +30,7 @@ sec_provider = Provider(
         "Filings": SecCompanyFilingsFetcher,
         "Form13FHR": SecForm13FHRFetcher,
         "InstitutionsSearch": SecInstitutionsSearchFetcher,
+        "LatestFinancialReports": SecLatestFinancialReportsFetcher,
         "RssLitigation": SecRssLitigationFetcher,
         "SchemaFiles": SecSchemaFilesFetcher,
         "SicSearch": SecSicSearchFetcher,

openbb_platform/providers/sec/openbb_sec/models/latest_financial_reports.py

@@ -0,0 +1,261 @@
+"""RSS Latest Financials Model."""
+
+# pylint: disable=unused-argument
+
+from datetime import date as dateType
+from typing import Any, Optional
+
+from openbb_core.app.model.abstract.error import OpenBBError
+from openbb_core.provider.abstract.fetcher import Fetcher
+from openbb_core.provider.standard_models.latest_financial_reports import (
+    LatestFinancialReportsData,
+    LatestFinancialReportsQueryParams,
+)
+from openbb_core.provider.utils.descriptions import QUERY_DESCRIPTIONS
+from openbb_core.provider.utils.errors import EmptyDataError
+from pydantic import Field, field_validator
+
+report_type_choices = [
+    "1-K",
+    "1-SA",
+    "1-U",
+    "10-D",
+    "10-K",
+    "10-KT",
+    "10-Q",
+    "10-QT",
+    "20-F",
+    "40-F",
+    "6-K",
+    "8-K",
+]
+
+
+class SecLatestFinancialReportsQueryParams(LatestFinancialReportsQueryParams):
+    """SEC Latest Financial Reports Query.
+
+    source: https://www.sec.gov/edgar/search/
+    """
+
+    __json_schema_extra__ = {
+        "report_type": {"multiple_items_allowed": True, "choices": report_type_choices}
+    }
+
+    date: Optional[dateType] = Field(
+        default=None,
+        description=QUERY_DESCRIPTIONS.get("date", "") + " Defaults to today.",
+    )
+    report_type: Optional[str] = Field(
+        default=None,
+        description="Return only a specific form type. Default is all quarterly, annual, and current reports."
+        + f" Choices: {', '.join(report_type_choices)}.",
+    )
+
+    @field_validator("report_type", mode="before", check_fields=False)
+    @classmethod
+    def validate_report_type(cls, v):
+        """Validate the report type."""
+        if v is None:
+            return v
+        rpts = v.split(",")
+        for rpt in rpts:
+            if rpt not in report_type_choices:
+                raise ValueError(
+                    f"Invalid report type: {rpt}. Choices: {', '.join(report_type_choices)}"
+                )
+        return v
+
+
+class SecLatestFinancialReportsData(LatestFinancialReportsData):
+    """SEC Latest Financial Reports Data."""
+
+    items: Optional[str] = Field(
+        default=None, description="Item codes associated with the filing."
+    )
+    index_headers: str = Field(description="URL to the index headers file.")
+    complete_submission: str = Field(
+        description="URL to the complete submission text file."
+    )
+    metadata: Optional[str] = Field(
+        default=None, description="URL to the MetaLinks.json file, if available."
+    )
+    financial_report: Optional[str] = Field(
+        default=None, description="URL to the Financial_Report.xlsx file, if available."
+    )
+
+
+class SecLatestFinancialReportsFetcher(
+    Fetcher[SecLatestFinancialReportsQueryParams, list[SecLatestFinancialReportsData]]
+):
+    """SEC Latest Financial Reports Fetcher."""
+
+    @staticmethod
+    def transform_query(params: dict[str, Any]) -> SecLatestFinancialReportsQueryParams:
+        """Transform the query params."""
+        return SecLatestFinancialReportsQueryParams(**params)
+
+    @staticmethod
+    async def aextract_data(
+        query: SecLatestFinancialReportsQueryParams,
+        credentials: Optional[dict[str, str]],
+        **kwargs: Any,
+    ) -> list[dict]:
+        """Extract the raw data from the SEC."""
+        # pylint: disable=import-outside-toplevel
+        from datetime import timedelta  # noqa
+        from openbb_core.provider.utils.helpers import amake_request
+        from warnings import warn
+
+        today = dateType.today()
+        query_date = query.date if query.date is not None else today
+
+        if query_date.weekday() > 4:
+            query_date -= timedelta(days=query_date.weekday() - 4)
+
+        date = query_date.strftime("%Y-%m-%d")
+
+        SEARCH_HEADERS = {
+            "User-Agent": "my real company name definitelynot@fakecompany.com",
+            "Accept-Encoding": "gzip, deflate",
+        }
+
+        forms = (
+            query.report_type
+            if query.report_type is not None
+            else (
+                "1-K%2C1-SA%2C1-U%2C1-Z%2C1-Z-W%2C10-D%2C10-K%2C10-KT%2C10-Q%2C10-QT%2C11-K%2C11-KT%2C15-12B%2C15-12G%2C"
+                "15-15D%2C15F-12B%2C15F-12G%2C15F-15D%2C18-K%2C20-F%2C24F-2NT%2C25%2C25-NSE%2C40-17F2%2C40-17G%2C40-F%2C"
+                "6-K%2C8-K%2C8-K12G3%2C8-K15D5%2CABS-15G%2CABS-EE%2CANNLRPT%2CDSTRBRPT%2CN-30B-2%2CN-30D%2CN-CEN%2CN-CSR%2C"
+                "N-CSRS%2CN-MFP%2CN-MFP1%2CN-MFP2%2CN-PX%2CN-Q%2CNSAR-A%2CNSAR-B%2CNSAR-U%2CNT%2010-D%2CNT%2010-K%2C"
+                "NT%2010-Q%2CNT%2011-K%2CNT%2020-F%2CQRTLYRPT%2CSD%2CSP%2015D2"
+            )
+        )
+
+        def get_url(date, offset):
+            return (
+                "https://efts.sec.gov/LATEST/search-index?dateRange=custom"
+                f"&category=form-cat1&startdt={date}&enddt={date}&forms={forms}&count=100&from={offset}"
+            )
+
+        n_hits = 0
+        results: list = []
+        url = get_url(date, n_hits)
+        try:
+            response = await amake_request(url, headers=SEARCH_HEADERS)
+        except OpenBBError as e:
+            raise OpenBBError(f"Failed to get SEC data: {e}") from e
+
+        if not isinstance(response, dict):
+            raise OpenBBError(
+                f"Unexpected data response. Expected dictionary, got {response.__class__.__name__}"
+            )
+
+        hits = response.get("hits", {})
+        total_hits = hits.get("total", {}).get("value")
+
+        if hits.get("hits"):
+            results.extend(hits["hits"])
+
+        n_hits += len(results)
+
+        while n_hits < total_hits:
+            offset = n_hits
+            url = get_url(date, offset)
+            try:
+                response = await amake_request(url, headers=SEARCH_HEADERS)
+            except Exception as e:
+                warn(f"Failed to get the next page of SEC data: {e}")
+                break
+
+            hits = response.get("hits", {})
+            new_results = hits.get("hits", [])
+
+            if not new_results:
+                break
+
+            results.extend(new_results)
+            n_hits += len(new_results)
+
+        if not results and query.report_type is None:
+            raise OpenBBError("No data was returned.")
+
+        if not results and query.report_type is not None:
+            raise EmptyDataError(
+                f"No data was returned for form type {query.report_type}."
+            )
+
+        return results
+
+    @staticmethod
+    def transform_data(
+        query: SecLatestFinancialReportsQueryParams,
+        data: list[dict],
+        **kwargs: Any,
+    ) -> list[SecLatestFinancialReportsData]:
+        """Transform the raw data."""
+        results: list[SecLatestFinancialReportsData] = []
+
+        def parse_entry(entry):
+            """Parse each entry in the response."""
+            source = entry.get("_source", {})
+            ciks = ",".join(source["ciks"]) if source.get("ciks") else None
+            display_nammes = source.get("display_names", [])
+            names: list = []
+            tickers: list = []
+            sics = ",".join(source.get("sics", []))
+            for name in display_nammes:
+                ticker = name.split("(")[1].split(")")[0].strip()
+                tickers.append(ticker)
+                _name = name.split("(")[0].strip()
+                names.append(_name)
+
+            output: dict = {}
+            output["filing_date"] = source.get("file_date")
+            output["period_ending"] = source.get("period_ending")
+            output["symbol"] = ",".join(tickers).replace(" ", "")
+            output["name"] = ",".join(names)
+            output["cik"] = ciks
+            output["sic"] = sics
+            output["report_type"] = source.get("form")
+            output["description"] = source.get("file_description")
+
+            _id = entry.get("_id")
+            root_url = (
+                "https://www.sec.gov/Archives/edgar/data/"
+                + source["ciks"][0]
+                + "/"
+                + source["adsh"].replace("-", "")
+                + "/"
+            )
+            output["items"] = ",".join(source["items"]) if source.get("items") else None
+            output["url"] = root_url + _id.split(":")[1]
+            output["index_headers"] = (
+                root_url + _id.split(":")[0] + "-index-headers.html"
+            )
+            output["complete_submission"] = root_url + _id.split(":")[0] + ".txt"
+            output["metadata"] = (
+                root_url + "MetaLinks.json"
+                if output["report_type"].startswith("10-")
+                or output["report_type"].startswith("8-")
+                else None
+            )
+            output["financial_report"] = (
+                root_url + "Financial_Report.xlsx"
+                if output["report_type"].startswith("10-")
+                or output["report_type"].startswith("8-")
+                or output["report_type"] in ["N-CSR", "QRTLYRPT", "ANNLRPT"]
+                else None
+            )
+            return output
+
+        # Some duplicates may exist in the data.
+        seen = set()
+        for entry in data:
+            parsed_entry = parse_entry(entry)
+            if parsed_entry["url"] not in seen:
+                seen.add(parsed_entry["url"])
+                results.append(
+                    SecLatestFinancialReportsData.model_validate(parsed_entry)
+                )
+
+        return results

openbb_platform/providers/sec/tests/record/http/test_sec_fetchers/test_sec_latest_financial_reports_fetcher_urllib3_v1.yaml

@@ -0,0 +1,58 @@
+interactions:
+- request:
+    body: null
+    headers:
+      Accept-Encoding:
+      - gzip, deflate
+    method: GET
+    uri: https://efts.sec.gov/LATEST/search-index?category=form-cat1&count=100&dateRange=custom&enddt=2024-11-05&forms=10-K&from=0&startdt=2024-11-05
+  response:
+    body:
+      string: !!binary |
+        H4sIAAAAAAAAALVV247aMBD9lchPrZRsnRtkeWspbVfdBan3qlpZIRnAIomp7XShaP+9YweWEFip
+        rbQ8kMSeOXNmcnyyJVqIJRnEsUs0LyFnotZkMEsLBS5hapHKXJHBFsN0WmAcdYmqswyUmtX75yVf
+        rSAnA7yfpbywt/cuWXDdTt2SX2lRAxkELpFQpJqLigwI/CQYW6ZrpjIhcbuqi2Kf/GNLGK9yWJvA
+        fJ5KNkN8gsw4FiGUUj/q9y/DwAsij9JeksSDYlpvmE+XFwtdmsgjWKZELTMwbDK+NBUsSC8K+4FP
+        bl2yAslFzqDKeTXHEgE1yD0vpIhlirOqLndpXhwncWyycq5WRbphVVqCBb0evXzz6vP30Qfn02j4
+        bjy5nry9Gn10navx8MJxnl3j3nO8Dq/eO4f6zw3UWhV7sgp+1lAZtj6OTAjNZkKWFt+n3nsTbRnl
+        qYY9Vd/3aIxUp/w3Uxo3bPhwYoIVz+xT0o8Cm4xomGexXJLmavHITJvWy33rQeRHQRL4lwbEFCpE
+        Zl+nRX8rAao7IXLnCy+KdA6u05S3XPVmBYeaDX1QmeSrnR7eTD7cOLttXmWtJsZfDArXYEdwi6pR
+        QqJYf/j9kPZ7UULND9f/QjSXoR83DUZhL4gHZhRYdJn+i2oShEnoI6oJPT/wQv9ENb4X0TDpnVXN
+        pIIbyMegnaGQK9THZHzz2nXM/9e2XJrCTyeXb/RYLqHfkcuLlx3BdOZ5TjDxZRieFczHWkrYuE5T
+        tasSW+pUJ03LxwJ5Pfo7gZiddD6XMN+T2BKoNNcboxQN0izkImOZqCvNQEohWY0eJ9kUVxqnU3XJ
+        hF7g2kOkXZ/W2RJ23rWEDXbxn17gkhawb1TdwP2rSDo4diw8e5JOrVIe421d5wyZg/SehBN6z2OM
+        vtFzfIzMn4TJztRaYQEWxIp4bOXG1Gr5DKyzos7ByNokaFhrctuOnQphP6plrYzEUfjmjlVi96QW
+        oi7y5n7fDVLBa2kFf84g7s1sTIQJONjJw5fbv7cRMq3mdrllJ1syP3WVoruE+bbjmRRlMz3+2+BS
+        enoiO+/hgfiMg+mr3cAeJ6QG/OQon6QeGe+FTO86CMfn4yTdGuNxxlkRnyS2XLadfjCqzkiFzA0S
+        Mc5H7Oj+AFpsuc6wCQAA
+    headers:
+      Access-Control-Allow-Origin:
+      - '*'
+      Connection:
+      - keep-alive
+      Content-Encoding:
+      - gzip
+      Content-Length:
+      - '870'
+      Content-Type:
+      - application/json
+      Date:
+      - Wed, 06 Nov 2024 23:46:07 GMT
+      Strict-Transport-Security:
+      - max-age=31536000 ; includeSubDomains ; preload
+      Vary:
+      - Accept-Encoding
+      X-Amz-Cf-Id:
+      - dd0jBe4juO5qrFa9TidjpxabDum7CjatTxUIHQBySjBss0mNEa-Cvg==
+      X-Amz-Cf-Pop:
+      - DFW57-P2
+      X-Amzn-Trace-Id:
+      - Root=1-672bffbf-2a8978e072decbd61c503a88;Parent=7a86ce10a1b8d665;Sampled=0;Lineage=1:fc027ad0:0
+      x-amz-apigw-id:
+      - A2TmCENeIAMELwg=
+      x-amzn-RequestId:
+      - 04ef45e1-e06c-497b-8a9d-8093f552d7d5
+    status:
+      code: 200
+      message: OK
+version: 1

openbb_platform/providers/sec/tests/record/http/test_sec_fetchers/test_sec_latest_financial_reports_fetcher_urllib3_v2.yaml

@@ -0,0 +1,58 @@
+interactions:
+- request:
+    body: null
+    headers:
+      Accept-Encoding:
+      - gzip, deflate
+    method: GET
+    uri: https://efts.sec.gov/LATEST/search-index?category=form-cat1&count=100&dateRange=custom&enddt=2024-11-05&forms=10-K&from=0&startdt=2024-11-05
+  response:
+    body:
+      string: !!binary |
+        H4sIAAAAAAAAALVV247aMBD9lchPrZRsnRtkeWspbVfdBan3qlpZIRnAIomp7XShaP+9HgeWEFip
+        rbQ8kMSeOXNmcnyyJVqIJRnEPZdoXkLORK3JYJYWClzC1CKVuSKDrQnTaWHiqEtUnWWg1KzePy/5
+        agU5GZj7WcoLe3vvkgXX7dQt+ZUWNZBB4BIJRaq5qMiAwE9iYst0zVQmpNmu6qLYJ//YEsarHNYY
+        mM9TyWYGnxhm3BQhlFI/6vcvw8ALIo/SXpLEg2Jab5hPlxcLXWLkESxTopYZIJuML7GCBelFYT/w
+        ya1LViC5yBlUOa/mpkRAEbnnhdRgYXFW1eUuzYvjJI4xK+dqVaQbVqUlWNDr0cs3rz5/H31wPo2G
+        78aT68nbq9FH17kaDy8c59m12XtursOr986h/nOEWqtiT1bBzxoqZOubkQmh2UzI0uL71HuP0ZZR
+        nmrYU/V9j8aG6pT/ZkqbDRs+nGCw4pl9SvpRYJMNmsmzWC5Jc7V4ZKZN6+W+9SDyoyAJ/EsEwUKF
+        yOzrtOhvJUB1J0TufOFFkc7BdZrylqverOBQs6EPKpN8tdPDm8mHG2e3zaus1cT4C6JwDXYEt0Y1
+        Skgj1h9+P6T9XpRQ/Jn1vxDNZejHTYNR2AviAY7CFF2m/6KaxMAk9BHVhJ4feKF/ohrfi2iY9M6q
+        ZlLBDeRj0M5QyJXRx2R889p18P9rWy5N4aeTyzd6LJfQ78jlxcuOYDrzPCeY+DIMzwrmYy0lbFyn
+        qdpViS11qpOm5WOBvB79nUBwJ53PJcz3JLYEKs31BpWiQeJCLjKWibrSDKQUktXG4ySbmpXG6VRd
+        MqEXZu0h0q5P62wJO+9awsZ08Z9e4JIWsI+qbuD+VSQdHDsWnj1Jp1Ypj/G2rnOGzEF6T8LJeM9j
+        jL7Rc3xQ5k/CZGdqrbDAFDQVzbGVG6zV8hlYZ0WdA8oaEzSsNbltx06FsB/VslYocSN8vGOV2D2p
+        haiLvLnfd2OomGtpBX/OIO5xNhiBAQc7efhy+/c2QqbV3C637GRL5qeuUnSXTL7teCZF2UyP/0Zc
+        Sk9PZOc9PBCfccC+2g3scUKK4CdH+ST1yHgvZHrXQTg+Hyfp1hiPM86K+CSx5bLt9INRdUYqZI5I
+        BJ2P2NH9AWSYZluwCQAA
+    headers:
+      Access-Control-Allow-Origin:
+      - '*'
+      Connection:
+      - keep-alive
+      Content-Encoding:
+      - gzip
+      Content-Length:
+      - '870'
+      Content-Type:
+      - application/json
+      Date:
+      - Wed, 06 Nov 2024 23:47:05 GMT
+      Strict-Transport-Security:
+      - max-age=31536000 ; includeSubDomains ; preload
+      Vary:
+      - Accept-Encoding
+      X-Amz-Cf-Id:
+      - tiBqDHiaTK40xZ4q6fGRdhkr42yULJlGDxNihuuBCeqTOzjzp-61Rw==
+      X-Amz-Cf-Pop:
+      - ORD58-P1
+      X-Amzn-Trace-Id:
+      - Root=1-672bfff9-3c12ad3373afc4f500502c9b;Parent=381e677e9b9f417b;Sampled=0;Lineage=1:fc027ad0:0
+      x-amz-apigw-id:
+      - A2TvEEsLIAMEUMw=
+      x-amzn-RequestId:
+      - 806da0b3-66f4-43b3-a50e-dc0f6073d264
+    status:
+      code: 200
+      message: OK
+version: 1

openbb_platform/providers/sec/tests/test_sec_fetchers.py

@@ -1,5 +1,7 @@
 """Tests for the SEC fetchers."""
 
+from datetime import date
+
 import pytest
 from openbb_core.app.service.user_service import UserService
 from openbb_sec.models.cik_map import SecCikMapFetcher
@@ -10,6 +12,7 @@ from openbb_sec.models.equity_search import SecEquitySearchFetcher
 from openbb_sec.models.etf_holdings import SecEtfHoldingsFetcher
 from openbb_sec.models.form_13FHR import SecForm13FHRFetcher
 from openbb_sec.models.institutions_search import SecInstitutionsSearchFetcher
+from openbb_sec.models.latest_financial_reports import SecLatestFinancialReportsFetcher
 from openbb_sec.models.rss_litigation import SecRssLitigationFetcher
 from openbb_sec.models.schema_files import SecSchemaFilesFetcher
 from openbb_sec.models.sic_search import SecSicSearchFetcher
@@ -154,3 +157,16 @@ def test_sec_compare_company_facts_fetcher(credentials=test_credentials):
     fetcher = SecCompareCompanyFactsFetcher()
     result = fetcher.test(params, credentials)
     assert result is None
+
+
+@pytest.mark.record_http
+def test_sec_latest_financial_reports_fetcher(credentials=test_credentials):
+    """Test the SEC Latest Financial Reports fetcher."""
+    params = {
+        "date": date(2024, 11, 5),
+        "report_type": "10-K",
+    }
+
+    fetcher = SecLatestFinancialReportsFetcher()
+    result = fetcher.test(params, credentials)
+    assert result is None