Polygon Ticker Discovery and Profile

arazzo: 1.0.1
info:
  title: Polygon Ticker Discovery and Profile
  summary: Search active stock tickers, resolve the top match's details, and pull its recent bars.
  description: >-
    A discovery flow that turns a free-text search into a concrete equity
    profile. The workflow searches the reference tickers endpoint for active
    stock symbols matching a query, takes the first match, resolves its full
    reference details, and then pulls recent aggregate bars for that symbol.
    The matched ticker resolved in the first step feeds the path parameters
    of the following two steps. Every step spells out its request inline so
    the flow can be read and executed without opening the underlying OpenAPI
    description.
  version: 1.0.0
sourceDescriptions:
- name: referenceApi
  url: ../openapi/polygon-reference-openapi.yml
  type: openapi
- name: stocksApi
  url: ../openapi/polygon-stocks-openapi.yml
  type: openapi
workflows:
- workflowId: ticker-discovery
  summary: Discover a ticker by search term and build a profile from its details and bars.
  description: >-
    Searches active stock tickers, resolves the first match's details, and
    retrieves recent aggregate bars for that symbol.
  inputs:
    type: object
    required:
    - search
    - from
    - to
    properties:
      search:
        type: string
        description: Free-text search term matched against ticker name or symbol.
      from:
        type: string
        description: Start of the aggregate window (YYYY-MM-DD).
      to:
        type: string
        description: End of the aggregate window (YYYY-MM-DD).
  steps:
  - stepId: searchTickers
    description: >-
      Search active US stock tickers matching the supplied term, returning
      the closest match first.
    operationId: listTickers
    parameters:
    - name: search
      in: query
      value: $inputs.search
    - name: market
      in: query
      value: stocks
    - name: active
      in: query
      value: true
    - name: limit
      in: query
      value: 1
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      matchedTicker: $response.body#/results/0/ticker
      matchedName: $response.body#/results/0/name
  - stepId: resolveDetails
    description: >-
      Resolve detailed reference information for the matched ticker,
      including market cap and primary exchange.
    operationId: getTickerDetails
    parameters:
    - name: ticker
      in: path
      value: $steps.searchTickers.outputs.matchedTicker
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      marketCap: $response.body#/results/market_cap
      primaryExchange: $response.body#/results/primary_exchange
      description: $response.body#/results/description
  - stepId: getRecentBars
    description: >-
      Retrieve recent daily aggregate bars for the matched ticker over the
      requested date range.
    operationId: getStocksAggregateBars
    parameters:
    - name: stocksTicker
      in: path
      value: $steps.searchTickers.outputs.matchedTicker
    - name: multiplier
      in: path
      value: 1
    - name: timespan
      in: path
      value: day
    - name: from
      in: path
      value: $inputs.from
    - name: to
      in: path
      value: $inputs.to
    - name: adjusted
      in: query
      value: true
    - name: sort
      in: query
      value: asc
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      bars: $response.body#/results
      resultsCount: $response.body#/resultsCount
  outputs:
    matchedTicker: $steps.searchTickers.outputs.matchedTicker
    matchedName: $steps.searchTickers.outputs.matchedName
    marketCap: $steps.resolveDetails.outputs.marketCap
    bars: $steps.getRecentBars.outputs.bars