Phase 7: Connector framework + EDGAR (Tier 1 reference)#8
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- Thin framework: types, registry, shared ingest helper that writes
documents/document_versions. Each connector owns its client + auth +
fetch primitives; framework only standardizes the ingest tail.
- documents.source_connector + source_ref jsonb with a unique partial
index on (connector, accession_number, document_role) for dedupe.
- EDGAR client: ticker lookup, recent-filings list, filing index +
document fetch. Requires EDGAR_USER_AGENT (SEC fair-use policy).
- EDGAR connector: ingest primary doc (HTML transcoded to PDF for
citation parity), optional exhibits, optional XBRL.
- edgar_facts table + pure XBRL instance parser. Phase 8 consumes
these facts directly — no LLM in the producer path.
- /connectors/edgar/{lookup,filings,ingest} routes; backend-only by
design (no UI this phase). connector_fetch audit row per ingest.
- htmlToPdf in convert.ts (LibreOffice).
See decisions.md (2026-05-20) for scope decisions.
Verification: backend tsc --noEmit clean; vitest 84/84 (11 new).
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Summary
edgar_factstable populated by a pure XBRL instance parser — Phase 8 will consume these facts directly to cross-check prose-extracted numbers./connectors/edgar/{lookup,filings,ingest}routes; backend-only by design (no UI this phase). Each ingest emits aconnector_fetchaudit row.See
decisions.md(2026-05-20) for full scope rationale.Test plan
tsc --noEmitcleanbackend/migrations/connectors_phase7.sqlto staging SupabaseEDGAR_USER_AGENTenv var (must contain a contact email per SEC fair-use)POST /connectors/edgar/lookupwith{"ticker":"AAPL"}returns the right CIKPOST /connectors/edgar/ingestwith a known accession +extract_xbrl: truelands documents + populatesedgar_factsdeduped: true)🤖 Generated with Claude Code