2 Commits

Author	SHA1	Message	Date
Danglewood	dc4b26030f	[V5] openbb-sec: Refactor for V5 (#7525) ... * refactor openbb-sec for v5 * linting * ty * normalize compare_company_facts * add workflows * python 3.10 fix * add more thorough url validation and tests * ty check * ty for python 3.10 * reconfigure with apps * temp pyproject overrride * pyproject * pyproject * pyproject * codespell * pyproject * fix uk schema file links in schema_files * test coverage * test_cli * port #7547 into this pr * no hard coded prefix * improve filing rendering capabilities * fix xml text detection * make codeql happy * missed a file in the commit * test coverage * codespell * fix flakey test * some updates * management_ownership --> management_profiles * proxy statement markdown * ruff * fix test coverage * more tests * test coverage * fix lint errors * Add SEC adviser search, profile, and universe routes (#7559) * Add SEC institutional data fetchers * Add SEC filing index and Form D routes * Add SEC investment adviser people data * Expose SEC adviser and institutional routes * fix(sec): address adviser review feedback * refactor(sec): narrow adviser support to IAPD search * feat(sec): add adviser firm and individual searches * feat(sec): add adviser profile drill-down * fix: repair pre-commit configuration * feat(sec): add adviser universe route * feat(sec): expose complete Form ADV data --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * fix test coverage --------- Co-authored-by: deeleeramone <> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>	2026-09-24 08:47:49 -07:00
Danglewood	495a670a99	[Feature] openbb-sec: Custom HTML2Markdown Conversion (#7361) ... * refactor management_discussion_analysis to use custom html2markdown generator * codespell * mypy * mypy * mypy * mypy * some regex * unnecessary elif * refactor and unstack recursive nested inner functions * fix some missing headers * no-redef * too-many-statements * more header edge cases * fix the N Weeks Ended pattern recognition * strip breakcrumb links when finding md&a section * experimental 20/40-F and 6-K support * mypy.. * add pass for 6/8-K interim reports * handle 8-k infographics too * pylint * pylint --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>	2026-03-04 16:13:39 +00:00