feat: Complete Fiscal Clone deployment package
- SEC filings extraction (10-K, 10-Q, 8-K) - Portfolio analytics with real-time prices - Watchlist management - NextAuth.js authentication - OpenClaw AI integration - PostgreSQL database with auto P&L calculations - Elysia.js backend (Bun runtime) - Next.js 14 frontend (TailwindCSS + Recharts) - Production-ready Docker configurations
This commit is contained in:
162
backend/src/services/sec.ts
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162
backend/src/services/sec.ts
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import { type Filings } from '../db';
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export class SECScraper {
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private baseUrl = 'https://www.sec.gov';
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private userAgent = 'Fiscal Clone (contact@example.com)';
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/**
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* Search SEC filings by ticker
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*/
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async searchFilings(ticker: string, count = 20): Promise<Filings[]> {
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const cik = await this.getCIK(ticker);
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const response = await fetch(
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`https://data.sec.gov/submissions/CIK${cik.padStart(10, '0')}.json`,
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{
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headers: {
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'User-Agent': this.userAgent
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}
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}
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);
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if (!response.ok) {
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throw new Error(`SEC API error: ${response.status}`);
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}
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const data = await response.json();
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const filings = data.filings?.recent || [];
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const filteredFilings = filings
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.filter((f: any) =>
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['10-K', '10-Q', '8-K'].includes(f.form)
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)
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.slice(0, count)
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.map((f: any) => ({
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ticker,
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filing_type: f.form,
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filing_date: new Date(f.filingDate),
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accession_number: f.accessionNumber,
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cik: data.cik,
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company_name: data.name || ticker,
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}));
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return filteredFilings;
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}
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/**
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* Check for new filings and save to database
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*/
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async checkNewFilings(db: any) {
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const tickers = await db`
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SELECT DISTINCT ticker FROM watchlist
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`;
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console.log(`Checking filings for ${tickers.length} tickers...`);
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for (const { ticker } of tickers) {
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try {
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const latest = await db`
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SELECT accession_number FROM filings
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WHERE ticker = ${ticker}
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ORDER BY filing_date DESC
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LIMIT 1
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`;
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const filings = await this.searchFilings(ticker, 10);
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const newFilings = filings.filter(
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f => !latest.some((l: any) => l.accession_number === f.accession_number)
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);
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if (newFilings.length > 0) {
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console.log(`Found ${newFilings.length} new filings for ${ticker}`);
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for (const filing of newFilings) {
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const metrics = await this.extractKeyMetrics(filing);
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await db`
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INSERT INTO filings ${db(filing, metrics)}
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ON CONFLICT (accession_number) DO NOTHING
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`;
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}
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}
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} catch (error) {
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console.error(`Error checking filings for ${ticker}:`, error);
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}
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}
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}
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/**
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* Get CIK for a ticker
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*/
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private async getCIK(ticker: string): Promise<string> {
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const response = await fetch(
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`https://www.sec.gov/files/company_tickers.json`
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);
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if (!response.ok) {
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throw new Error('Failed to get company tickers');
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}
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const data = await response.json();
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const companies = data.data;
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for (const [cik, company] of Object.entries(companies)) {
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if (company.ticker === ticker.toUpperCase()) {
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return cik;
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}
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}
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throw new Error(`Ticker ${ticker} not found`);
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}
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/**
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* Extract key metrics from filing
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*/
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async extractKeyMetrics(filing: any): Promise<any> {
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try {
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const filingUrl = `${this.baseUrl}/Archives/${filing.accession_number.replace(/-/g, '')}/${filing.accession_number}-index.htm`;
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const response = await fetch(filingUrl, {
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headers: { 'User-Agent': this.userAgent }
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});
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if (!response.ok) return null;
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const html = await response.text();
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// Extract key financial metrics from XBRL
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const metrics = {
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revenue: this.extractMetric(html, 'Revenues'),
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netIncome: this.extractMetric(html, 'NetIncomeLoss'),
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totalAssets: this.extractMetric(html, 'Assets'),
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cash: this.extractMetric(html, 'CashAndCashEquivalentsAtCarryingValue'),
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debt: this.extractMetric(html, 'LongTermDebt')
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};
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return metrics;
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} catch (error) {
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console.error('Error extracting metrics:', error);
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return null;
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}
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}
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/**
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* Extract a specific metric from XBRL data
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*/
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private extractMetric(html: string, metricName: string): number | null {
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const regex = new RegExp(`<ix:nonFraction[^>]*name="[^"]*${metricName}[^"]*"[^>]*>([^<]+)<`, 'i');
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const match = html.match(regex);
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return match ? parseFloat(match[1].replace(/,/g, '')) : null;
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}
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/**
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* Get filing details by accession number
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*/
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async getFilingDetails(accessionNumber: string) {
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const filingUrl = `${this.baseUrl}/Archives/${accessionNumber.replace(/-/g, '')}/${accessionNumber}-index.htm`;
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return {
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filing_url: filingUrl
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};
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}
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}
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