feat(serve): a ticker loads the published holon before EDGAR

[jfrench9]

What

Published first. The RoboSystems public data CDN writes every processed SEC filing as a holon beside the document as filed, under {year}/{cik}/{accession}/, with a per-filer catalog under companies/{ticker}.json. load_filing with a ticker or cik:accession now looks there before EDGAR:

• the newest filing of the form, when it has a holon, loads from it — under a second for the model, the document as filed beside it so the text tools read the whole filing, a large text block's fragment fetched on load (in parallel; one that cannot be fetched stays a URL);
• a filing that predates the artifacts falls back to EDGAR and Arelle, a minute cold and ten seconds warm;
• the newest filing decides — an older one that happens to be published is never substituted.

XBRLKIT_ARTIFACTS_URL points elsewhere or, empty, turns the lookup off; XBRLKIT_FETCH_TEXT=false leaves fragments as URLs. Live: Intuit's FY2026 10-K (filed 2026-09-09) loads in 3.9 s with its document and all 90 text blocks inlined; NVIDIA's, filed before the artifacts, reports no holon and takes the EDGAR path.

Three fixes to what the holon carries, ahead of the corpus reprocess that rewrites every published one:

• Calculations 1.1. The 2023 summation-item arcrole is the calculation linkbase as much as the 2003 one. Read as definition arcs, it left a filer that adopted it (Intuit, for one) with no calculation network and no footing anywhere. The parse, the property-graph projection and the holon reader all take both.
• xbrldt:targetRole rides on the association, written and read back, so a hypercube declared across roles can be rebuilt with every axis and member.
• The property-graph projection writes an element's type from item_type when there is no QName for it, so a type's namespace survives a second projection (salvaged from feat(deserialize): read the property graph back into the model #56).

Tests

tests/test_published.py stands a local server in for the CDN and a sentinel in for EDGAR: the catalog path, the manifest path, the document, fragment inlining and its off switch, a missing fragment, the newest-filing rule, and every fallback. Round-trip and projection tests extended for the three holon fixes.

🤖 Generated with Claude Code

https://claude.ai/code/session_019GMCxs82XWZHN8wZBC25RJ