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

README.md

@@ -195,7 +195,9 @@ Both are optional: EDGAR works unattributed under the default, saying so once.
 And filings.xbrl.org, local packages and TAVI/holon JSON need no identity at all.
 
 Then load filings from the chat — a ticker, an EDGAR `cik:accession`, a
-`lei:`, a local package, or a holon or TAVI by path or URL — and ask for
+`lei:`, a local package, or a holon or TAVI by path or URL; a ticker or `cik:accession` loads the filing's
+published holon first when the RoboSystems CDN has one, falling back to
+EDGAR — and ask for
 statements, facts by concept and period, calculations, exhibits and text.
 No graph and no database sits behind any of it: every answer about a filing is
 read from that filing. The one outward call is `search_filings`, which asks

tests/test_deserialize.py

@@ -268,6 +268,9 @@ def _model() -> XbrlModel:
           from_qname="us-gaap:SegmentDomain",
           to_qname="us-gaap:NorthAmerica",
           arcrole=f"{DIM}/domain-member",
+          # The members continue in another role: a cube rebuilt without
+          # following this loses them.
+          target_role="http://example.com/role/SegmentMembers",
         ),
       ],
     ),
@@ -723,6 +726,17 @@ def test_tavi_gaps_are_declared(model: XbrlModel) -> None:
   assert gaps.unmapped_label_types == {}
 
 
+def test_holon_keeps_the_target_role(model: XbrlModel) -> None:
+  """``xbrldt:targetRole`` rides on the association: the role the next hop of
+  a hypercube's wiring continues in, without which a cube declared across
+  roles reads as one role's arcs."""
+  got = from_holon_json(to_holon(model))
+  definition = next(n for n in got.networks if n.kind == "definition")
+  by_target = {a.to_qname: a.target_role for a in definition.arcs}
+  assert by_target["us-gaap:NorthAmerica"] == "http://example.com/role/SegmentMembers"
+  assert by_target["us-gaap:SegmentTable"] is None
+
+
 def test_holon_gaps_are_declared(model: XbrlModel) -> None:
   got, gaps = from_holon_report(to_holon(model))
   reported = " ".join(gaps.missing)

tests/test_lpg.py

@@ -573,6 +573,29 @@ def test_structures_and_associations(self, model):
       {"from": structure["identifier"], "to": tables.nodes["Taxonomy"][0]["identifier"]}
     ]
 
+  def test_calculations_1_1_arcs_are_calculation_associations(self, model):
+    """The 2023 summation-item arcrole is the calculation linkbase too, and
+    keeps its weight."""
+    model.networks[1].arcs[0].arcrole = "https://xbrl.org/2023/arcrole/summation-item"
+    tables = to_graph_tables(model)
+    calculation = next(
+      a for a in tables.nodes["Association"] if a["association_type"] == "Calculation"
+    )
+    assert calculation["arcrole"] == "https://xbrl.org/2023/arcrole/summation-item"
+    assert calculation["weight"] == 1.0
+
+  def test_a_type_without_a_qname_keeps_its_namespace(self, model):
+    """A concept read back from a serialization may carry a type's namespace
+    and local name but no QName for a prefix the filing never bound; the
+    projection writes the type from what it has rather than dropping it."""
+    concept = model.concepts["us-gaap:Assets"]
+    concept.item_type = "monetaryItemType"
+    concept.item_type_qname = None
+    concept.item_type_namespace = "http://www.xbrl.org/2003/instance"
+    tables = to_graph_tables(model)
+    assets = next(e for e in tables.nodes["Element"] if e["qname"] == "us-gaap:Assets")
+    assert assets["item_type"] == "http://www.xbrl.org/2003/instance#monetaryItemType"
+
   def test_projection_is_deterministic(self, model):
     first = to_graph_tables(model)
     second = to_graph_tables(model)

tests/test_parse.py

@@ -12,6 +12,7 @@
 
 from xbrlkit.parse import ids
 from xbrlkit.parse.to_model import (
+  _classify_arcrole,
   _make_period,
   _make_unit,
   _measure_token,
@@ -250,3 +251,20 @@ def test_sec_ixt_transforms_register():
   register_sec_transforms()
   assert FunctionIxt.ixtNamespaceFunctions[SEC_IXT_NAMESPACE] is not None
   assert len(FunctionIxt.ixtNamespaceFunctions[SEC_IXT_NAMESPACE]) == len(registry)
+
+
+def test_calculations_1_1_is_the_calculation_linkbase():
+  """Calculations 1.1 declares the same roll-ups under the 2023 arcrole; a
+  filer that adopted it must not come back with no calculation network."""
+  assert (
+    _classify_arcrole("http://www.xbrl.org/2003/arcrole/summation-item")
+    == "calculation"
+  )
+  assert (
+    _classify_arcrole("https://xbrl.org/2023/arcrole/summation-item") == "calculation"
+  )
+  assert (
+    _classify_arcrole("http://www.xbrl.org/2003/arcrole/parent-child") == "presentation"
+  )
+  assert _classify_arcrole("http://xbrl.org/int/dim/arcrole/all") == "definition"
+  assert _classify_arcrole("http://www.xbrl.org/2003/arcrole/concept-label") is None