sec_edgar 0.0.6 → 0.0.7

checksums.yaml

@@ -1,7 +1,7 @@
 ---
 SHA1:
-  metadata.gz: ad5da03a7860895cf07f657ebbe015753a1abf70
-  data.tar.gz: 445c7683f44b94ef32998cfd1bc2b70ec0cd9544
+  metadata.gz: 2bb5d593362ef06b85a4a1f7c05b418ee4cc79a6
+  data.tar.gz: f34e996d9f8b8b53272a9702c7e07f5b81b0700c
 SHA512:
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-  data.tar.gz: 9e8305c72d7a51a4f99721c52761f142a1bffe5da78f09d390ddb9f47e3bd05d18d81bcb8270670559c04b91705474d77f4dcb2f20755a84ce4a8abab5b26344
+  metadata.gz: 5f6edfe37d12ea5470e8a879ff4421e6f907cc940d03728e6ad578ec4c26c490d742d1e3c53f64acadef457e015a950e0b9dca6765d33c3b505b103f82a68a7e
+  data.tar.gz: d186ec0b42a1f43d4c5d23b352f34f2092314570ccd6b334266a4ea9405baca3cc5bc6f91df003388a7b55485c4fdcd36053bfda5ef6da3178c8081004123a92

data/lib/sec_edgar/entity.rb

@@ -26,11 +26,11 @@ module SecEdgar
     end
 
     def filings
-      Filing.find(@cik)
+      SecEdgar::Filing.find(@cik)
     end
 
     def transactions
-      Transaction.find(@cik)
+      SecEdgar::Transaction.find(@cik)
     end
 
     def self.query(url)
@@ -43,32 +43,5 @@ module SecEdgar
         end
       end
     end
-
-    # def self.find(entity_args)
-    #   temp = {}
-    #   temp[:url] = SecURI.browse_edgar_uri(entity_args)
-    #   temp[:url][:action] = :getcompany
-    #   response = query(temp[:url].output_atom.to_s)
-    #   document = Nokogiri::HTML(response)
-    #   xml = document.xpath("//feed/company-info")
-    #   Entity.new(parse(xml))
-    # end
-    #
-    # def self.parse(xml)
-    #   content = Hash.from_xml(xml.to_s)
-    #   if content['company_info'].present?
-    #     content = content['company_info']
-    #     content['name'] = content.delete('conformed_name')
-    #     if content['formerly_names'].present?
-    #       content['formerly_names'] = content.delete('formerly_names')['names']
-    #     end
-    #     content['addresses']['address'].each do |address|
-    #       content["#{address['type']}_address"] = address
-    #     end
-    #     return content
-    #   else
-    #     return {}
-    #   end
-    # end
   end
 end

data/lib/sec_edgar/filing.rb

@@ -82,7 +82,7 @@ module SecEdgar
       unless data[4][0..3] == 'http'
         data[4] = "http://www.sec.gov/Archives/#{ data[4] }"
       end
-      Filing.new(
+      SecEdgar::Filing.new(
         term: data[1],
         cik: data[2],
         date: Date.parse(data[3]),
@@ -91,7 +91,7 @@ module SecEdgar
     end
 
     def self.uri_for_recent(start = 0, count = 100)
-      SecURI.browse_edgar_uri(
+      SecEdgar::SecURI.browse_edgar_uri(
         action: :getcurrent,
         owner: :include,
         output: :atom,
@@ -101,7 +101,7 @@ module SecEdgar
     end
 
     def self.uri_for_cik(cik, start = 0, count = 100)
-      SecURI.browse_edgar_uri(
+      SecEdgar::SecURI.browse_edgar_uri(
         action: :getcompany,
         owner: :include,
         output: :atom,
@@ -114,7 +114,7 @@ module SecEdgar
     def self.parse_rss(rss, &blk)
       feed = RSS::Parser.parse(rss, false)
       feed.entries.each do |entry|
-        filing = Filing.new(
+        filing = SecEdgar::Filing.new(
           cik: entry.title.content.match(/\((\w{10})\)/)[1],
           file_id: entry.id.content.split('=').last,
           term:  entry.category.term,
@@ -127,17 +127,6 @@ module SecEdgar
       end
     end
 
-    # def self.find(cik, start = 0, count = 80)
-    #   temp = {}
-    #   temp[:url] = SecURI.browse_edgar_uri({cik: cik})
-    #   temp[:url][:action] = :getcompany
-    #   temp[:url][:start] = start
-    #   temp[:url][:count] = count
-    #   response = Entity.query(temp[:url].output_atom.to_s)
-    #   document = Nokogiri::HTML(response)
-    #   parse(cik, document)
-    # end
-
     def self.parse(cik, document)
       filings = []
       if document.xpath('//content').to_s.length > 0
@@ -150,7 +139,7 @@ module SecEdgar
             content[:link] = content.delete('filing_href')
             content[:term] = content.delete('filing_type')
             content[:title] = content.delete('form_name')
-            filings << Filing.new(content)
+            filings << SecEdgar::Filing.new(content)
           end
         end
       end

data/lib/sec_edgar/filing_parser.rb

@@ -16,14 +16,14 @@ module SecEdgar
     end
 
     def doc
-      @doc ||= ::OwnershipDocument.new
+      @doc ||= SecEdgar::OwnershipDocument.new
     end
 
     def parse(&error_blk)
       if block_given? && !xml_valid?
         error_blk.call(xml_errors)
         puts "Error: returning NilObjectDocument #{ @filing.link }"
-        return ::NilOwnershipDocument.new
+        return SecEdgar::NilOwnershipDocument.new
       end
 
       footnotes | transactions | derivative_transactions # eager init
@@ -62,7 +62,7 @@ module SecEdgar
     end
 
     def parse_transaction(el)
-      transaction = Transaction.new
+      transaction = SecEdgar::Transaction.new
       transaction.security_title = el.xpath('securityTitle').text.strip
       transaction.transaction_date = Date.parse(el.xpath('transactionDate').text)
 
@@ -79,14 +79,14 @@ module SecEdgar
     end
 
     def parse_footnote(el)
-      footnote = Footnote.new
+      footnote = SecEdgar::Footnote.new
       footnote.content = el.text.strip
       footnote.id = el.attribute("id").value
       footnotes << footnote
     end
 
     def parse_derivative_transaction(el)
-      transaction = DerivativeTransaction.new
+      transaction = SecEdgar::DerivativeTransaction.new
 
       transaction.security_title = el.xpath('securityTitle').text.strip
       transaction.transaction_date = Date.parse(el.xpath('transactionDate').text)
@@ -187,7 +187,7 @@ module SecEdgar
          el.xpath('//isOfficer').text.downcase == 'true')
       doc.officer_title = el.xpath('//officerTitle').text
 
-      address = ::Address.new
+      address = SecEdgar::Address.new
       address.street1 = el.xpath('//rptOwnerStreet1').text
       address.street2 = el.xpath('//rptOwnerStreet2').text
       address.city = el.xpath('//rptOwnerCity').text

data/lib/sec_edgar.rb

@@ -19,7 +19,6 @@ require_relative './sec_edgar/filing'
 require_relative './sec_edgar/footnote'
 require_relative './sec_edgar/derivative_transaction'
 require_relative './sec_edgar/transaction'
-require_relative './sec_edgar/filing_persister'
 require_relative './sec_edgar/filing_parser'
 require_relative './sec_edgar/officer_title'
 require_relative './sec_edgar/ownership_document'

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: sec_edgar
 version: !ruby/object:Gem::Version
-  version: 0.0.6
+  version: 0.0.7
 platform: ruby
 authors:
 - CJ Avilla
@@ -83,8 +83,6 @@ files:
 - lib/sec_edgar/entity.rb
 - lib/sec_edgar/filing.rb
 - lib/sec_edgar/filing_parser.rb
-- lib/sec_edgar/filing_persister.rb
-- lib/sec_edgar/filing_updater.rb
 - lib/sec_edgar/footnote.rb
 - lib/sec_edgar/ftp_client.rb
 - lib/sec_edgar/nil_ownership_document.rb

data/lib/sec_edgar/filing_persister.rb

@@ -1,53 +0,0 @@
-# module SecEdgar
-#   class FilingPersister
-#     attr_reader :filing
-#
-#     def initialize(filing)
-#       @filing = filing
-#     end
-#
-#     def doc
-#       @doc ||= RawFiling.for_filing(filing).parsed
-#     end
-#
-#     def persist!
-#       return form if form = Form4.find_by(link: filing.link)
-#       doc_json = doc.to_json
-#       return if doc_json == '{}'
-#
-#       form = Form4.new(
-#         cik: filing.cik,
-#         title: filing.title,
-#         link: filing.link,
-#         term: filing.term,
-#         date: filing.date,
-#         file_id: filing.file_id,
-#         dollar_volume: doc.dollar_volume,
-#         document: { d: doc_json }
-#       )
-#       form.company = Company.where(cik: doc.issuer_cik).first_or_initialize
-#       form.company.update_attributes(
-#         name: doc.issuer_name,
-#         ticker: doc.issuer_trading_symbol.upcase
-#       )
-#
-#       form.insider = Insider.where(cik: doc.owner_cik).first_or_initialize
-#       form.insider.update_attributes(
-#         name: doc.owner_name[0, 254]
-#       )
-#
-#       form.day_traded_price = form.company.price_on(form.date)
-#       form.day_traded_volume = form.company.volume_on(form.date)
-#       form.plus_3_months_price = form.company.price_on(form.date + 3.months)
-#       form.plus_6_months_price = form.company.price_on(form.date + 6.months)
-#       form.plus_12_months_price = form.company.price_on(form.date + 12.months)
-#       # need to find a more detailed data source
-#       # form.price_to_earnings = Company.price_to_earnings_on(form.date)
-#       # form.price_to_book = Company.price_to_book_on(form.date)
-#
-#       form.doc = doc
-#       form.save!
-#       form
-#     end
-#   end
-# end

data/lib/sec_edgar/filing_updater.rb

@@ -1,52 +0,0 @@
-module SecEdgar
-  class FilingUpdater
-    attr_reader :form
-
-    def initialize(form)
-      @form = form
-    end
-
-    def doc
-      @doc ||= RawFiling.for_form(form).parsed
-    end
-
-    def update
-      doc_json = doc.to_json
-      return if doc_json == '{}'
-
-      form.update({
-        dollar_volume: doc.dollar_volume,
-        document: { d: doc_json }
-      })
-
-      unless form.company
-        form.company = Company.where(cik: doc.issuer_cik).first_or_initialize
-        form.company.update_attributes(
-          name: doc.issuer_name,
-          ticker: doc.issuer_trading_symbol.upcase
-        )
-      end
-
-      unless form.insider
-        form.insider = Insider.where(cik: doc.owner_cik).first_or_initialize
-        form.insider.update_attributes(
-          name: doc.owner_name[0, 254]
-        )
-      end
-
-      dt = Date.parse(form.date)
-      form.day_traded_price = form.company.price_on(dt)
-      form.day_traded_volume = form.company.volume_on(dt)
-      form.plus_3_months_price = form.company.price_on(dt + 3.months)
-      form.plus_6_months_price = form.company.price_on(dt + 6.months)
-      form.plus_12_months_price = form.company.price_on(dt + 12.months)
-      # need to find a more detailed data source
-      # form.price_to_earnings = Company.price_to_earnings_on(form.date)
-      # form.price_to_book = Company.price_to_book_on(form.date)
-
-      form.doc = doc
-      form.save!
-      form
-    end
-  end
-end