finmodeling 0.1

data/lib/finmodeling/liabs_and_equity_calculation.rb

@@ -0,0 +1,36 @@
+module FinModeling
+  class LiabsAndEquityCalculation < CompanyFilingCalculation
+    include CanCacheClassifications
+    include CanCacheSummaries
+    include CanClassifyRows
+
+    BASE_FILENAME = File.join(FinModeling::BASE_PATH, "summaries/liabs_and_equity_")
+
+    ALL_STATES  =           [ :ol, :fl, :cse ]
+    NEXT_STATES = { nil  => [ :ol, :fl, :cse ],
+                    :ol  => [ :ol, :fl, :cse ],
+                    :fl  => [ :ol, :fl, :cse ],
+                    :cse => [      :fl, :cse ] }
+
+    def summary(args)
+      summary_cache_key = args[:period].to_pretty_s
+      summary = lookup_cached_summary(summary_cache_key)
+      return summary if !summary.nil?
+
+      mapping = Xbrlware::ValueMapping.new
+      mapping.policy[:debit] = :flip
+
+      summary = super(:period => args[:period], :mapping => mapping) # FIXME: flip_total should == true!
+      if !lookup_cached_classifications(BASE_FILENAME, summary.rows)
+        lookahead = [4, summary.rows.length-1].min
+        classify_rows(ALL_STATES, NEXT_STATES, summary.rows, FinModeling::LiabsAndEquityItem, lookahead)
+        save_cached_classifications(BASE_FILENAME, summary.rows)
+      end
+
+      save_cached_summary(summary_cache_key, summary)
+
+      return summary
+    end
+
+  end
+end

data/lib/finmodeling/liabs_and_equity_item.rb

@@ -0,0 +1,14 @@
+module FinModeling
+  class LiabsAndEquityItem < String
+    include HasStringClassifier
+
+    BASE_FILENAME = File.join(FinModeling::BASE_PATH, "classifiers/laei_")
+    TYPES         = [ :ol, :fl, :cse ]
+
+    has_string_classifier(TYPES, LiabsAndEquityItem)
+
+    def self.load_vectors_and_train
+      self._load_vectors_and_train(BASE_FILENAME, FinModeling::LiabsAndEquityItem::TRAINING_VECTORS)
+    end
+  end
+end