Upload 2 files

app.py

@@ -289,7 +289,7 @@ async def mcp_http_endpoint(request: Request):
         )
 
 # Create Gradio interface
-with gr.Blocks(title="SEC Financial Data MCP Server", theme=gr.themes.Soft()) as demo:
+with gr.Blocks(title="SEC Financial Data MCP Server") as demo:
     gr.Markdown("""
     # 📊 SEC Financial Data MCP Server
     

edgar_client.py

@@ -3,6 +3,7 @@
 import requests
 from requests.adapters import HTTPAdapter
 from urllib3.util.retry import Retry
+import urllib3
 try:
     from sec_edgar_api.EdgarClient import EdgarClient
 except ImportError:
@@ -14,6 +15,7 @@ from functools import lru_cache
 from datetime import datetime, timedelta
 import re
 import difflib
+import ssl
 
 
 class EdgarDataClient:
@@ -65,12 +67,16 @@ class EdgarDataClient:
         # Configure requests session with connection pooling
         self.session = requests.Session()
         
-        # Configure retry strategy
+        # Disable SSL warnings for compatibility
+        urllib3.disable_warnings(urllib3.exceptions.InsecureRequestWarning)
+        
+        # Configure retry strategy with more aggressive retry for SSL errors
         retry_strategy = Retry(
-            total=3,
+            total=5,  # Increased from 3 to 5
             backoff_factor=1,
             status_forcelist=[429, 500, 502, 503, 504],
-            allowed_methods=["HEAD", "GET", "OPTIONS"]
+            allowed_methods=["HEAD", "GET", "OPTIONS"],
+            raise_on_status=False  # Don't raise on retry-able status codes
         )
         
         adapter = HTTPAdapter(
@@ -83,8 +89,9 @@ class EdgarDataClient:
         self.session.mount("http://", adapter)
         self.session.mount("https://", adapter)
         
-        # Set default timeout
-        self.timeout = 30  # 30 seconds timeout
+        # Set default timeout (connect timeout, read timeout)
+        self.timeout = (10, 30)  # 10s connect, 30s read
+        self.thread_timeout = 40  # Total timeout for thread-based operations
         
         # Initialize sec_edgar_api client with timeout wrapper
         if EdgarClient:
@@ -116,10 +123,10 @@ class EdgarDataClient:
             
             thread = threading.Thread(target=wrapper, daemon=True)
             thread.start()
-            thread.join(timeout=self.timeout)
+            thread.join(timeout=self.thread_timeout)
             
             if thread.is_alive():
-                raise TimeoutError(f"SEC API request timeout ({self.timeout}s)")
+                raise TimeoutError(f"SEC API request timeout ({self.thread_timeout}s)")
             
             if exception[0]:
                 raise exception[0]
@@ -139,10 +146,10 @@ class EdgarDataClient:
             
             thread = threading.Thread(target=wrapper, daemon=True)
             thread.start()
-            thread.join(timeout=self.timeout)
+            thread.join(timeout=self.thread_timeout)
             
             if thread.is_alive():
-                raise TimeoutError(f"SEC API request timeout ({self.timeout}s)")
+                raise TimeoutError(f"SEC API request timeout ({self.thread_timeout}s)")
             
             if exception[0]:
                 raise exception[0]
@@ -544,16 +551,18 @@ class EdgarDataClient:
                     # Extract year from filing_date (format: YYYY-MM-DD)
                     file_year = int(filing_date[:4]) if len(filing_date) >= 4 else 0
                     
-                    # Store filing if it matches the period year
-                    if file_year == year:
-                        key = f"{form_type}_{file_year}"
-                        if key not in filings_map:
-                            filings_map[key] = {
-                                "accession_number": accession_number,
-                                "primary_document": primary_document,
-                                "form_type": form_type,
-                                "filing_date": filing_date
-                            }
+                    # Store filing - allow filing_date year to differ from fiscal year
+                    # (20-F/10-K for FY2024 may be filed in 2025)
+                    # We'll match by fiscal year in the facts data instead
+                    key = f"{form_type}_{file_year}"
+                    if key not in filings_map:
+                        filings_map[key] = {
+                            "accession_number": accession_number,
+                            "primary_document": primary_document,
+                            "form_type": form_type,
+                            "filing_date": filing_date,
+                            "file_year": file_year
+                        }
             
             # Iterate through each financial metric
             for metric_key, metric_tags in financial_metrics.items():
@@ -649,12 +658,27 @@ class EdgarDataClient:
                                 
                                 # Get form and accession info
                                 form_type = matched_entry.get("form", "")
+                                filed_date = matched_entry.get('filed', '')  # Filing date from facts
                                 accn_from_facts = matched_entry.get('accn', '').replace('-', '')
                                 
-                                # Try to get accession_number and primary_document from filings
+                                # Try to match filing by accession number OR by form and filed year
+                                filing_info = None
+                                
+                                # Strategy 1: Try exact filing_date year match
                                 filing_key = f"{form_type}_{year}"
                                 filing_info = filings_map.get(filing_key)
                                 
+                                # Strategy 2: Try filed year from facts (20-F usually filed next year)
+                                if not filing_info and filed_date and len(filed_date) >= 4:
+                                    filed_year = int(filed_date[:4])
+                                    filing_key = f"{form_type}_{filed_year}"
+                                    filing_info = filings_map.get(filing_key)
+                                
+                                # Strategy 3: Try year+1 (for 20-F filed in following year)
+                                if not filing_info:
+                                    filing_key = f"{form_type}_{year + 1}"
+                                    filing_info = filings_map.get(filing_key)
+                                
                                 if filing_info:
                                     # Use filing info from get_company_filings
                                     accession_number = filing_info["accession_number"].replace('-', '')