From 3e1324eff69e4b121f85223758b872c7fb5dc027 Mon Sep 17 00:00:00 2001
From: Tyler <tyler@tylerhoang.xyz>
Date: Sun, 29 Mar 2026 15:41:42 -0700
Subject: Migrate insiders and filings from FMP to yfinance

FMP v3 insider-trading and sec_filings endpoints are legacy-gated.
Switch to yfinance (t.insider_transactions, t.sec_filings) which
provides the same data for free with no API key required.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---
 components/filings.py | 88 +++++++++++++++++++--------------------------------
 1 file changed, 32 insertions(+), 56 deletions(-)

(limited to 'components/filings.py')

diff --git a/components/filings.py b/components/filings.py
index d366a2b..a1e4417 100644
--- a/components/filings.py
+++ b/components/filings.py
@@ -1,8 +1,7 @@
 """SEC filings — recent 10-K, 10-Q, 8-K and other forms with direct links."""
-import pandas as pd
 import streamlit as st
 
-from services.fmp_service import get_sec_filings
+from services.data_service import get_sec_filings
 
 
 _FORM_DESCRIPTIONS = {
@@ -24,22 +23,19 @@ _FORM_COLORS = {
 }
 
 
-def _describe_form(form_type: str) -> str:
-    return _FORM_DESCRIPTIONS.get(form_type.strip().upper(), "")
-
-
 def render_filings(ticker: str):
     with st.spinner("Loading SEC filings…"):
-        raw = get_sec_filings(ticker)
+        filings = get_sec_filings(ticker)
 
-    if not raw:
-        st.info("No SEC filing data available. Requires FMP API key.")
+    if not filings:
+        st.info("No SEC filing data available for this ticker.")
         return
 
-    # Collect unique form types for filter
-    form_types = sorted({str(r.get("type") or r.get("form") or "").strip() for r in raw if r.get("type") or r.get("form")})
-    filter_options = ["All"] + [t for t in ["10-K", "10-Q", "8-K"] if t in form_types] + \
-                     [t for t in form_types if t not in ("10-K", "10-Q", "8-K")]
+    # yfinance returns: date (datetime.date), type, title, edgarUrl, exhibits (dict)
+    form_types = sorted({str(f.get("type", "")).strip() for f in filings if f.get("type")})
+    priority = [t for t in ["10-K", "10-Q", "8-K"] if t in form_types]
+    other = [t for t in form_types if t not in ("10-K", "10-Q", "8-K")]
+    filter_options = ["All"] + priority + other
 
     filter_col, _ = st.columns([1, 3])
     with filter_col:
@@ -47,69 +43,49 @@ def render_filings(ticker: str):
 
     # Summary counts
     counts = {}
-    for r in raw:
-        ft = str(r.get("type") or r.get("form") or "Other").strip()
+    for f in filings:
+        ft = str(f.get("type", "Other")).strip()
         counts[ft] = counts.get(ft, 0) + 1
 
-    priority_forms = ["10-K", "10-Q", "8-K"]
-    summary_forms = [f for f in priority_forms if f in counts]
-    if summary_forms:
-        cols = st.columns(len(summary_forms))
-        for col, ft in zip(cols, summary_forms):
-            col.metric(ft, counts[ft])
+    if priority:
+        cols = st.columns(len(priority))
+        for col, ft in zip(cols, priority):
+            col.metric(ft, counts.get(ft, 0))
     st.write("")
 
-    # Filter
-    if selected_type == "All":
-        filtered = raw
-    else:
-        filtered = [
-            r for r in raw
-            if str(r.get("type") or r.get("form") or "").strip() == selected_type
-        ]
+    filtered = filings if selected_type == "All" else [
+        f for f in filings if str(f.get("type", "")).strip() == selected_type
+    ]
 
     if not filtered:
         st.info("No filings match the current filter.")
         return
 
-    # Build display table
-    rows = []
-    for item in filtered:
-        form_type = str(item.get("type") or item.get("form") or "—").strip()
-        date = str(item.get("filingDate") or item.get("date") or "")[:10]
-        description = item.get("description") or _describe_form(form_type) or "—"
-        url = item.get("link") or item.get("finalLink") or item.get("url") or ""
-        rows.append({
-            "Date": date,
-            "Form": form_type,
-            "Description": description,
-            "Link": url,
-        })
-
-    df = pd.DataFrame(rows)
-
-    # Render as clickable table — Streamlit doesn't natively support link columns,
-    # so we render each row as a compact card for the most recent 30 entries.
-    for _, row in df.head(30).iterrows():
-        form = row["Form"]
+    for item in filtered[:40]:
+        form = str(item.get("type", "—")).strip()
+        date = str(item.get("date", ""))[:10]
+        title = item.get("title") or _FORM_DESCRIPTIONS.get(form, "")
+        edgar_url = item.get("edgarUrl", "")
+        exhibits = item.get("exhibits") or {}
+
         color = _FORM_COLORS.get(form, "rgba(255,255,255,0.05)")
-        date = row["Date"]
-        desc = row["Description"]
-        link = row["Link"]
 
         with st.container():
             left, right = st.columns([5, 1])
             with left:
                 st.markdown(
                     f"<div style='background:{color};padding:6px 10px;border-radius:4px;margin-bottom:2px'>"
-                    f"<strong>{form}</strong> &nbsp;·&nbsp; <span style='color:#9aa0b0;font-size:0.82rem'>{date}</span><br>"
-                    f"<span style='font-size:0.85rem'>{desc}</span>"
+                    f"<strong>{form}</strong> &nbsp;·&nbsp; "
+                    f"<span style='color:#9aa0b0;font-size:0.82rem'>{date}</span><br>"
+                    f"<span style='font-size:0.85rem'>{title}</span>"
                     f"</div>",
                     unsafe_allow_html=True,
                 )
             with right:
-                if link:
+                # Prefer the actual filing doc over the Yahoo index page
+                doc_url = exhibits.get(form) or edgar_url
+                if doc_url:
                     st.markdown(
-                        f"<div style='padding-top:8px'><a href='{link}' target='_blank'>🔗 View</a></div>",
+                        f"<div style='padding-top:8px'><a href='{doc_url}' target='_blank'>🔗 View</a></div>",
                         unsafe_allow_html=True,
                     )
-- 
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