feat: add to_markdown() methods to drill-down objects for LLM-optimiz…

edgar/company_reports/_base.py

@@ -199,14 +199,26 @@ def view(self, item_or_part: str):
         if item_text:
             print(item_text)
 
-    def _focused_context(self, focus, detail: str = 'standard') -> str:
+    def _focused_context(self, focus, detail: str = 'standard', output_format: str = 'text') -> str:
         """Generate cross-cutting context for specific topic(s).
 
         Pulls statement line items, note content, and policies together.
+
+        Args:
+            focus: Topic or list of topics
+            detail: 'minimal', 'standard', or 'full'
+            output_format: 'text' (default) or 'markdown' for GFM pipe tables
         """
         if isinstance(focus, str):
             focus = [focus]
 
+        notes = self.notes
+
+        # Markdown mode: delegate to Notes.to_markdown with focus filtering
+        if output_format == 'markdown' and notes:
+            return notes.to_markdown(detail=detail, focus=focus, optimize_for_llm=True)
+
+        # Text mode (original behavior)
         form_label = self.form or 'Filing'
         lines = []
         topic_str = ', '.join(focus)
@@ -220,7 +232,6 @@ def _focused_context(self, focus, detail: str = 'standard') -> str:
             pass
         lines.append("")
 
-        notes = self.notes
         if not notes:
             lines.append("(No notes available)")
             return "\n".join(lines)

edgar/company_reports/ten_k.py

@@ -349,7 +349,8 @@ def id_parse_document(self, markdown:bool=False):
     def __str__(self):
         return f"""TenK('{self.company}')"""
 
-    def to_context(self, detail: str = 'standard', focus: 'str | list[str] | None' = None) -> str:
+    def to_context(self, detail: str = 'standard', focus: 'str | list[str] | None' = None,
+                   output_format: str = 'text') -> str:
         """
         AI-optimized context string.
 
@@ -358,10 +359,11 @@ def to_context(self, detail: str = 'standard', focus: 'str | list[str] | None' =
             focus: Optional topic or list of topics for cross-cutting context.
                    When set, returns statement lines + note + policy for that topic.
                    Example: focus='debt' or focus=['debt', 'revenue']
+            output_format: 'text' (default) or 'markdown' for GFM with pipe tables
         """
         # Handle focus mode — cross-cutting topic context
         if focus:
-            return self._focused_context(focus, detail)
+            return self._focused_context(focus, detail, output_format=output_format)
 
         from edgar.display.formatting import format_currency_short
 

edgar/company_reports/ten_q.py

@@ -79,7 +79,8 @@ def __init__(self, filing):
     def __str__(self):
         return f"""TenQ('{self.company}')"""
 
-    def to_context(self, detail: str = 'standard', focus: 'str | list[str] | None' = None) -> str:
+    def to_context(self, detail: str = 'standard', focus: 'str | list[str] | None' = None,
+                   output_format: str = 'text') -> str:
         """
         AI-optimized context string.
 
@@ -88,10 +89,11 @@ def to_context(self, detail: str = 'standard', focus: 'str | list[str] | None' =
             focus: Optional topic or list of topics for cross-cutting context.
                    When set, returns statement lines + note + policy for that topic.
                    Example: focus='debt' or focus=['debt', 'revenue']
+            output_format: 'text' (default) or 'markdown' for GFM with pipe tables
         """
         # Handle focus mode — cross-cutting topic context
         if focus:
-            return self._focused_context(focus, detail)
+            return self._focused_context(focus, detail, output_format=output_format)
 
         from edgar.display.formatting import format_currency_short