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[V5] openbb-sec: Refactor for V5#7525

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deeleeramone wants to merge 32 commits into
v5from
feature/v5-sec
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[V5] openbb-sec: Refactor for V5#7525
deeleeramone wants to merge 32 commits into
v5from
feature/v5-sec

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@deeleeramone

@deeleeramone deeleeramone commented Jun 2, 2026

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This PR refactors the openbb-sec provider module for V5.

Notable Changes

  • Removes the obb.regulators namespace and moves the sec router into the provider module.
  • Consolidates the various caching behaviors into a single strategy (DiskCache library)
  • Normalizes Q4 in compare_company_facts

Coverage

/sec
balance_sheet
balance_sheet_growth
beneficial_ownership
cash_flow
cash_flow_growth
cik_map
company_filings
company_overview
compare_company_facts
disclosures
equity_ftd
equity_search
executive_compensation
exhibit
filing_headers
financial_statements
form_13f
full_text_search
htm_file
income_statement
income_statement_growth
insider_trading
institutions_search
latest_financial_reports
legal_proceedings
management_discussion_analysis
management_ownership
nport_disclosure
nport_fund_metrics
pay_versus_performance
risk_factors
rss_litigation
schema_files
segment_revenue
sic_search
symbol_map

Additionally, the Workspace filing renderer handles text, HTML, XBRL, XML, PDF content.

Screenshot 2026-06-23 at 9 24 37 PM Screenshot 2026-06-14 at 11 17 58 PM Screenshot 2026-06-14 at 11 18 36 PM Screenshot 2026-06-14 at 11 16 12 PM Screenshot 2026-06-14 at 11 17 28 PM

@deeleeramone deeleeramone added refactor Refactor code platform OpenBB Platform extensions Extension-related V5 PRs and issues for ODP V5 labels Jun 2, 2026
deeleeramone added 2 commits June 2, 2026 10:54
@deeleeramone deeleeramone mentioned this pull request Jun 3, 2026
Comment thread openbb_platform/providers/sec/openbb_sec/utils/financial_report.py Fixed
Comment thread openbb_platform/providers/sec/openbb_sec/utils/financial_report.py Fixed
@deeleeramone deeleeramone marked this pull request as ready for review June 24, 2026 15:24
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2 participants