Skip to content

Crowdfund - #58

Merged
sroussey merged 14 commits into
mainfrom
crowdfund
Feb 28, 2026
Merged

Crowdfund#58
sroussey merged 14 commits into
mainfrom
crowdfund

Conversation

@sroussey

Copy link
Copy Markdown
Contributor

No description provided.

sroussey and others added 12 commits February 28, 2026 18:21
- Introduced a comprehensive storage layer for managing SEC financial data, implementing a repository pattern with type-safe schemas.
- Added AddressHistorySchema and associated tests for tracking address relationships over time.
- Implemented ChangeLogSchema for unified change tracking across entities.
- Created EntityTemporalRepo to manage entity history and changes, including methods for saving entities with history and retrieving historical data.
- Included tests for entity temporal repository functionality to ensure data integrity and correctness.
… typebox

- Updated repository instantiation to include type parameters for Address, Person, and ChangeLog schemas, improving type safety and clarity.
- Refactored imports to streamline dependencies and ensure consistency across schema files.
- Adjusted AddressHistorySchema and EntityHistorySchema to utilize TypeNullable from the correct utility path.
…er consistently

- Modified the `FormConstructor` type to change the `parse` method signature, now accepting both form and XML strings.
- Updated the `ProcessAccessionDocFormTask` to reflect the new `parse` method, ensuring compatibility with the updated interface.
…ange tracking, including new schemas and tests.
… new form types

Covers the three-phase pipeline (index → submissions → forms), storage layer
patterns, and a step-by-step guide for adding new SEC form types using Form D
as the reference implementation.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
… infrastructure

Add complete database persistence for four SEC form types that previously
only had parsers. Create a new Reg-A storage domain for Forms 1-A/1-K/1-Z
and wire all form types into the processing pipeline.

New storage processors:
- Form C → CrowdfundingRepo (with temporal history tracking)
- Form 1-A → RegAOfferingRepo (offering statement, status: pending)
- Form 1-K → RegAOfferingRepo (annual report, status: reporting)
- Form 1-Z → RegAOfferingRepo (exit report, status: exit)

New Reg-A storage schemas: RegAOffering, RegAOfferingHistory,
RegAServiceProvider, RegAFinancialData, RegAEquityClass with
repository and DI registration.

Shared RegA_shared.ts normalizes service provider field differences
across 1-A, 1-K, and 1-Z forms. Pipeline dispatch added to
ProcessAccessionDocFormTask for all form types.

Also fixes @podley@WorkGlow imports in temporal/history schemas
and registers CrowdfundingHistory + ChangeLog tokens in DI.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
JobQueue was split into JobQueueServer + JobQueueClient and
InMemoryRateLimiter was replaced by RateLimiter with explicit storage.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…d rate limiter

Removed duplicate import of FetchUrlTaskInput and eliminated the unused rateLimiterStorage variable in the FetchDailyIndexTask test file to streamline the code.
Introduced a new documentation file, CLAUDE.md, detailing the project overview, command usage, architecture, dependency injection, schema patterns, environment variables, TypeScript conventions, and formatting guidelines for the @workglow/sec CLI tool.
Added concurrency settings to the workflow to manage job execution and prevent overlap. Introduced environment variables for CI configuration and telemetry control. Updated Node.js version to 24 and Bun version to latest for improved build and test processes.
Removed branch restrictions for push and pull request events in the test workflow configuration to allow for more flexible CI/CD processes.
@sroussey

Copy link
Copy Markdown
Contributor Author

@copilot Fix failing test

Copilot AI commented Feb 28, 2026

Copy link
Copy Markdown
Contributor

@sroussey I've opened a new pull request, #59, to work on those changes. Once the pull request is ready, I'll request review from you.

@sroussey
sroussey merged commit 268ba0a into main Feb 28, 2026
1 of 2 checks passed
@sroussey
sroussey deleted the crowdfund branch February 28, 2026 18:53
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants