> ## Documentation Index
> Fetch the complete documentation index at: https://doc.astreus.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Filing notes

> The narrative sections of a filing as text, and the tables inside the notes as gated grids and time series.

A filing is more than its three statements. Astreus parses two further layers and serves
both:

* **Sections** — the narrative items (Business, Risk Factors, MD\&A, …) of 10-Ks, 10-Qs,
  20-Fs, proxies and S-1s, and the annual and interim reports of exchange-lane issuers, as
  plain text.
* **Note tables** — the tables inside the notes to the financial statements (inventories,
  property and equipment, debt, leases, receivables, taxes, revenue disaggregation, …),
  read from inline XBRL, HTML or PDF, checked by gates, and pivoted into time series across
  filings.

## Sections

```
GET /api/v1/companies/{id}/filing-notes
```

Every parsed filing, newest first, with its sections in item order:

```json theme={null}
{
  "cik": ["0001045810"],
  "filings": [{
    "id": 60135,
    "accessionNumber": "0001045810-26-000075",
    "filingType": "10-Q",
    "filingDate": "2026-08-26",
    "fiscalYear": 2027,
    "fiscalQuarter": 2,
    "sections": [
      { "id": 277125, "sectionType": "item_1", "itemLabel": "Item 1", "title": "Financial Statements", "wordCount": 11172 },
      { "id": 277126, "sectionType": "item_2", "itemLabel": "Item 2", "title": "MD&A", "wordCount": 6317 }
    ]
  }]
}
```

`cik` is the company's lineage chain — a predecessor registrant's filings are included.
Section codes are `item_1` … `item_16` for 10-Ks, the 10-Q items, `f20_item_*` for 20-Fs,
`proxy_*` for DEF 14A, `s1_*` for registration statements, and `ir_*` for the integrated
annual reports of non-SEC issuers, whose documents appear with form types `FS-A`, `AR`,
`CGR` and `DISC`.

```
GET /api/v1/companies/{id}/filing-notes/{sectionId}
```

returns the section as `text/plain`. The id must belong to one of the company's filings.
This is what `astreus section` and the MCP tool `get_section_text` read.

## Note tables

### The index

```
GET /api/v1/companies/{id}/filing-notes/tables
```

```json theme={null}
{
  "cik": ["0001045810"],
  "families": [{
    "key": "INVENTORY_COMPOSITION",
    "label": "Inventories",
    "tables": [{
      "id": 55739,
      "familyKey": "INVENTORY_COMPOSITION",
      "sourceKind": "ixbrl",
      "documentRef": "0001045810-26-000075",
      "title": "Supplemental Financial Statement Information - Schedule of Inventory (Details)",
      "formType": "10-Q",
      "fiscalYear": 2027,
      "fiscalQuarter": 2,
      "periodEnd": "2026-07-26",
      "scale": 1000000,
      "currency": "USD",
      "cellCount": 12,
      "qualityStatus": "ok",
      "gates": [
        { "gate": "N1_footing", "status": "n/a", "hard": true },
        { "gate": "N2_anchor_tie", "status": "pass", "hard": true }
      ]
    }],
    "held": []
  }],
  "documents": [{ "documentRef": "0001045810-26-000075", "sourceKind": "ixbrl", "formType": "10-Q", "fiscalYear": 2027, "fiscalQuarter": 2, "periodEnd": "2026-08-31", "tables": 36, "ok": 36, "hold": 0 }]
}
```

* `families[]` groups the company's tables by what they describe. `tables` are the served
  ones; `held` lists tables that failed a hard gate, with a `holdReason` and no values.
* `sourceKind` says where the grid was read from: `xbrl`, `ixbrl`, `html` or `pdf`. A Saudi
  issuer's `INVENTORIES` note from a PDF financial statement (`SAU-2280-2025FY-FS`, scale
  1,000, SAR) sits in the same family as NVIDIA's iXBRL schedule.
* `gates[]` is the verdict list — footing (`N1_footing`, `P1_block_footing`), tie to the
  statement anchor (`N2_anchor_tie`, `P2_anchor_tie`), comparative binding
  (`N3_comparative_binding`), and more — each `pass`, `fail` or `n/a`, with `hard` marking
  the ones that hold a table.
* `documents[]` is the per-filing count: how many tables were found, served and held.

### One table

```
GET /api/v1/companies/{id}/filing-notes/tables/{tableId}
```

The grid as filed: `columns[]` (`key`, `label`, `periodKind` — `instant`, `duration`,
`bucket` or `text` — `periodEnd`, `periodStart`), `rows[]` (`label`, `concept`,
`canonicalLine`, `depth`, `isHeader`, `isTotal`, `dims`) and, per cell, `value`, `raw`, its
`source` evidence — the XBRL context, the HTML row, or the PDF page and x-range — and any
`flags`. A held table is a 404: values that did not pass are never returned.

### A family as a time series

```
GET /api/v1/companies/{id}/filing-notes/series?family=INVENTORY_COMPOSITION&cadence=annual
```

Pivots every served table of one family into canonical lines × period ends:

```json theme={null}
{
  "family": "INVENTORY_COMPOSITION",
  "cadence": "annual",
  "series": {
    "currency": "USD",
    "periods": ["2023-01-29", "2024-01-28", "2025-01-26", "2026-01-25"],
    "lines": [{
      "key": "raw_materials",
      "label": "Raw materials",
      "canonical": true,
      "values": {
        "2026-01-25": { "value": 3807000000, "documentRef": "0001045810-26-000021", "tableId": 55628, "own": true }
      }
    }]
  }
}
```

Each point remembers the document and table it came from; `own` is true when that document
reported the period itself and false when it merely restated it as a comparative. When a
later filing disagrees with the original, the later value is listed under `otherVintages`
rather than silently replacing it. With `cadence=quarterly`, flow lines (a provisions
charge, an expense) get a derived fourth quarter — FY minus the nine-month year-to-date —
marked `derived: true` with `derivedFrom[]` citing both sources; balance lines never need
it. `family` must be one of the keys below; `cadence` defaults to `annual`.

`astreus note-tables`, `astreus note-table` and `astreus note-series` read these three routes and
print the gate verdicts and the citing filing under every grid (`--held` lists what a gate
held, and why).

### Families

| Key                                                                                                                     | Label                                                                                           |
| ----------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------- |
| `INVENTORY_COMPOSITION`                                                                                                 | Inventories                                                                                     |
| `PPE_BY_CLASS`                                                                                                          | Property, plant & equipment                                                                     |
| `DEBT_SCHEDULE` · `DEBT_MATURITY_LADDER`                                                                                | Debt & borrowings · Debt maturities                                                             |
| `LEASES` · `LEASE_MATURITY_LADDER`                                                                                      | Lease cost & right-of-use · Lease maturities                                                    |
| `RECEIVABLES_COMPOSITION` · `RECEIVABLES_AGING`                                                                         | Receivables · Receivables ageing                                                                |
| `TRADE_PAYABLES` · `ACCRUED_LIABILITIES` · `PREPAID_EXPENSES`                                                           | Payables, accruals, prepaids                                                                    |
| `OTHER_ASSETS` · `OTHER_LIABILITIES`                                                                                    | Other assets · Other liabilities                                                                |
| `GOODWILL_INTANGIBLES`                                                                                                  | Goodwill & intangibles                                                                          |
| `TAX_EXPENSE_COMPONENTS` · `TAX_RATE_RECONCILIATION` · `DEFERRED_TAX` · `UTB_ROLLFORWARD`                               | Income taxes                                                                                    |
| `REVENUE_DISAGGREGATION`                                                                                                | Revenue & segments                                                                              |
| `AOCI_COMPONENTS` · `EPS` · `SHARE_BASED_COMP`                                                                          | OCI, EPS, share-based compensation                                                              |
| `FAIR_VALUE` · `FINANCIAL_INSTRUMENTS` · `DERIVATIVES` · `MARKETABLE_SECURITIES` · `INVESTMENTS` · `CASH_AND_DEPOSITS`  | Financial assets and instruments                                                                |
| `PENSION` · `DEFERRED_REVENUE` · `COMMITMENTS_GUARANTEES` · `EQUITY_CAPITAL`                                            | Employee benefits, deferred revenue, commitments, share capital & dividends                     |
| `BUSINESS_COMBINATION` · `RESTRUCTURING` · `BIOLOGICAL_ASSETS` · `EXPENSE_BREAKDOWN` · `CASH_FLOW_INFO`                 | Combinations, restructuring, biological assets, expense breakdowns, cash-flow information       |
| `RELATED_PARTY` · `GROUP_STRUCTURE` · `RESTATEMENT` · `QUARTERLY_DATA` · `NCI_SUMMARY`                                  | Related parties, group structure, restatements, quarterly data, non-controlling interests       |
| `CONCENTRATIONS` · `VARIABLE_INTEREST_ENTITIES` · `VALUATION_ACCOUNTS` · `POLICY_DETAILS` · `NARRATIVE_FACTS` · `OTHER` | Concentrations of risk, VIEs, valuation accounts, policy details, narrative facts, other tables |

## Filings and documents

```
GET /api/v1/companies/{id}/filings?page=1&pageSize=50&types=10-K,10-Q
GET /api/v1/filings?limit=100&offset=0
GET /api/v1/companies/{id}/filings/{accession}
GET /api/v1/filings/{accession}
```

The company index is paginated (`pageSize` 1–100) and filterable by exact form type;
`typeCounts` in the response is always the unfiltered count per form, so a category picker
stays complete. Non-SEC documents appear with negative ids and their document reference as
the accession (`FS-A`, `FS-Q`, `PR`, `AR`, `PRES`, `CGR`, `OWN`, `DISC`, `XBRL`).

The document routes return the filing itself: sanitized `text/html` for an SEC submission,
`application/pdf` for a stored PDF, or the media file for a webcast exhibit, with the title
in an `X-Document-Title` header. `/filings/{accession}` accepts SEC accessions only;
`/companies/{id}/filings/{accession}` also accepts document references
(`SAU-2280-2025FY-FS`, `EDINET-S100YEOO`, `MOPS-2356-2025Q4`, `DART-…`). An XBRL-only
package with nothing renderable is a 415.
