sec_query 1.0.3 → 1.0.4
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- data/.gitignore +17 -0
- data/Rakefile +1 -1
- data/lib/sec_query.rb +14 -9
- data/lib/sec_query/entity.rb +285 -291
- data/lib/sec_query/filing.rb +45 -40
- data/lib/sec_query/relationship.rb +67 -58
- data/lib/sec_query/sec_uri.rb +98 -0
- data/lib/sec_query/transaction.rb +99 -82
- data/lib/sec_query/version.rb +3 -1
- data/sec_query.gemspec +17 -15
- data/spec/sec_query_spec.rb +84 -64
- data/spec/sec_uri_spec.rb +37 -0
- data/spec/spec_helper.rb +6 -1
- data/spec/support/vcr.rb +10 -0
- metadata +58 -6
- data/Gemfile.lock +0 -30
- data/lib/.DS_Store +0 -0
- data/lib/sec_query/.DS_Store +0 -0
data/lib/sec_query/version.rb
CHANGED
data/sec_query.gemspec
CHANGED
@@ -1,27 +1,29 @@
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1
1
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# -*- encoding: utf-8 -*-
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2
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-
$:.push File.expand_path(
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+
$:.push File.expand_path('../lib', __FILE__)
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3
3
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4
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-
require
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5
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-
require
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4
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+
require 'sec_query/version'
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+
require 'sec_query'
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6
6
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Gem::Specification.new do |s|
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8
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-
s.name =
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8
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+
s.name = 'sec_query'
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9
9
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s.version = SecQuery::VERSION
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10
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-
s.authors = [
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11
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-
s.email = [
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12
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-
s.homepage =
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-
s.summary =
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-
s.description =
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15
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-
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-
s.rubyforge_project = "sec_query"
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10
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+
s.authors = ['Ty Rauber']
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11
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+
s.email = ['tyrauber@mac.com']
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12
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+
s.homepage = 'https://github.com/tyrauber/sec_query'
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+
s.summary = 'A ruby gem for querying the United States Securities and Exchange Commission Edgar System.'
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+
s.description = 'Search for company or person, by name, symbol or Central Index Key (CIK), and retrieve relationships, transactions and filings.'
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17
15
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+
s.rubyforge_project = 'sec_query'
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s.files = `git ls-files`.split("\n")
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s.test_files = `git ls-files -- {test,spec,features}/*`.split("\n")
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s.executables = `git ls-files -- bin/*`.split("\n").map{ |f| File.basename(f) }
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21
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-
s.require_paths = [
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20
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+
s.require_paths = ['lib']
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# specify any dependencies here; for example:
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-
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-
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-
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s.add_development_dependency 'rspec', '>= 2.14'
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+
s.add_development_dependency 'vcr'
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+
s.add_development_dependency 'webmock'
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s.add_development_dependency 'rubocop'
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s.add_runtime_dependency 'rest-client'
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s.add_runtime_dependency 'hpricot'
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27
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end
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data/spec/sec_query_spec.rb
CHANGED
@@ -1,105 +1,125 @@
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1
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+
# encoding: UTF-8
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+
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1
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include SecQuery
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+
require 'spec_helper'
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describe SecQuery::Entity do
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-
puts "SecQuery Tests for all methods listed in the readme"
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7
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6
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-
describe
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8
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+
describe 'Company Queries', vcr: { cassette_name: 'aapl' } do
|
7
9
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8
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-
let(:apple)
|
10
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+
let(:apple) do
|
11
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+
{ name: 'APPLE INC', sic: '3571', symbol: 'aapl', cik: '0000320193' }
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+
end
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9
13
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10
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-
context
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11
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-
it
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14
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+
context 'when quering by stock symbol' do
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15
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it 'lazely' do
|
12
16
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entity = SecQuery::Entity.find(apple[:symbol])
|
13
17
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entity.cik.should eql(apple[:cik])
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14
18
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end
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15
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-
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16
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-
|
19
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+
|
20
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it 'explicitly' do
|
21
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entity = SecQuery::Entity.find(symbol: apple[:symbol])
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17
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entity.cik.should eql(apple[:cik])
|
18
23
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end
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19
24
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end
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20
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-
|
21
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-
context
|
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-
it
|
25
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+
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context 'when querying by entity name' do
|
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+
it 'lazely' do
|
23
28
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entity = SecQuery::Entity.find(apple[:name])
|
24
29
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entity.cik.should eql(apple[:cik])
|
25
30
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end
|
26
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-
|
27
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-
|
31
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+
|
32
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+
it 'explicitly' do
|
33
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+
entity = SecQuery::Entity.find(name: apple[:name])
|
28
34
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entity.cik.should eql(apple[:cik])
|
29
35
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end
|
30
36
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end
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31
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-
|
32
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-
context
|
33
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-
it
|
37
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+
|
38
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+
context 'when querying by cik' do
|
39
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+
it 'lazely' do
|
34
40
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entity = SecQuery::Entity.find(apple[:cik])
|
35
41
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entity.name.should match(apple[:name])
|
36
42
|
end
|
37
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-
|
38
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-
|
43
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+
|
44
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+
it 'explicitly' do
|
45
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+
entity = SecQuery::Entity.find(cik: apple[:cik])
|
39
46
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entity.name.should match(apple[:name])
|
40
47
|
end
|
41
48
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end
|
42
49
|
end
|
43
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-
|
44
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-
describe
|
45
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-
|
46
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-
|
47
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-
|
48
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-
|
49
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-
|
50
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-
|
50
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+
|
51
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+
describe 'People Queries', vcr: { cassette_name: 'Steve Jobs' } do
|
52
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+
let(:jobs) do
|
53
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+
{ first: 'Steve', middle: 'P', last: 'Jobs', cik: '0001007844' }
|
54
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+
end
|
55
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+
|
56
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+
context 'when querying by name' do
|
57
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+
it 'first, middle and last name' do
|
58
|
+
entity = SecQuery::Entity.find(
|
59
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+
first: jobs[:first],
|
60
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+
middle: jobs[:middle],
|
61
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+
last: jobs[:last])
|
51
62
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entity.cik.should eql(jobs[:cik])
|
52
63
|
end
|
53
64
|
end
|
54
65
|
end
|
55
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-
|
56
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-
describe
|
57
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-
|
66
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+
|
67
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+
describe 'Relationships, Transactions and Filings', vcr: { cassette_name: 'Steve Jobs' } do
|
58
68
|
## Using Steve, because data should not change in the future. RIP.
|
59
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-
|
60
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-
let(:jobs)
|
61
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-
first:
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62
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-
|
63
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-
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64
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-
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65
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-
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66
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-
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-
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-
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-
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-
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-
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-
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-
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-
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-
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-
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-
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90
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-
|
91
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-
|
92
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-
|
69
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+
|
70
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+
let(:jobs) do
|
71
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+
{ first: 'Steve', middle: 'P', last: 'Jobs', cik: '0001007844',
|
72
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+
relationships: [
|
73
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+
{ cik: '0000320193', name: 'APPLE INC' },
|
74
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+
{ cik: '0001001039', name: 'WALT DISNEY CO/' },
|
75
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+
{ cik: '0001002114', name: 'PIXAR \\CA\\' }
|
76
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+
],
|
77
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+
transactions: [
|
78
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+
{ filing_number: '0001181431-07-052839', reporting_owner: 'APPLE INC', shares: 120000.0 },
|
79
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+
{ filing_number: '0001181431-07-052839', reporting_owner: 'APPLE INC', shares: 40000.0 },
|
80
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+
{ filing_number: '0001181431-07-052839', reporting_owner: 'APPLE INC', shares: 40000.0 },
|
81
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+
{ filing_number: '0001181431-07-052839', reporting_owner: 'APPLE INC', shares: 40000.0 },
|
82
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+
{ filing_number: '0001181431-06-028746', reporting_owner: 'WALT DISNEY CO/', shares: 138000004.0 },
|
83
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+
{ filing_number: '0001356184-06-000008', reporting_owner: 'PIXAR \\CA\\', shares: 60000002.0 },
|
84
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+
{ filing_number: '0001181431-06-019230', reporting_owner: 'APPLE COMPUTER INC', shares: 4573553.0 },
|
85
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+
{ filing_number: '0001181431-06-028747', reporting_owner: 'WALT DISNEY CO/', shares: 0.0 }
|
86
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+
],
|
87
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+
filings: [
|
88
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+
{ cik: '0001007844', file_id: '0001181431-07-052839' },
|
89
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+
{ cik: '0001007844', file_id: '0001356184-06-000008' },
|
90
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+
{ cik: '0001007844', file_id: '0001193125-06-103741' },
|
91
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+
{ cik: '0001007844', file_id: '0001181431-06-028747' },
|
92
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+
{ cik: '0001007844', file_id: '0001181431-06-028746' },
|
93
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+
{ cik: '0001007844', file_id: '0001181431-06-019230' },
|
94
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+
{ cik: '0001007844', file_id: '0001193125-06-019727' },
|
95
|
+
{ cik: '0001007844', file_id: '0001104659-03-004723' }
|
96
|
+
]
|
97
|
+
}
|
98
|
+
end
|
99
|
+
|
100
|
+
let(:entity) do
|
101
|
+
SecQuery::Entity.find(
|
102
|
+
{ first: 'Steve',
|
103
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+
middle: 'P',
|
104
|
+
last: 'Jobs',
|
105
|
+
cik: '0001007844' },
|
106
|
+
true)
|
107
|
+
end
|
108
|
+
|
109
|
+
context 'when quering entities with option "true"' do
|
110
|
+
it 'should provide relationships' do
|
93
111
|
entity.relationships.each_with_index do |r, i|
|
94
112
|
r.cik.should eql(jobs[:relationships][i][:cik])
|
95
113
|
end
|
96
114
|
end
|
97
|
-
|
115
|
+
|
116
|
+
it 'should provide transactions' do
|
98
117
|
entity.transactions.each_with_index do |t, i|
|
99
118
|
t.filing_number.should eql(jobs[:transactions][i][:filing_number])
|
100
119
|
end
|
101
120
|
end
|
102
|
-
|
121
|
+
|
122
|
+
it 'should provide filings' do
|
103
123
|
entity.filings.each_with_index do |f, i|
|
104
124
|
f.file_id.should eql(jobs[:filings][i][:file_id])
|
105
125
|
end
|
@@ -0,0 +1,37 @@
|
|
1
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+
# encoding: utf-8
|
2
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+
|
3
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+
include SecQuery
|
4
|
+
require 'spec_helper'
|
5
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+
|
6
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+
describe SecQuery::SecURI do
|
7
|
+
describe '#browse_edgar_uri' do
|
8
|
+
it 'builds a default /browse-edgar/ url' do
|
9
|
+
uri = SecQuery::SecURI.browse_edgar_uri
|
10
|
+
expect(uri.to_s).to eq('http://www.sec.gov/cgi-bin/browse-edgar')
|
11
|
+
end
|
12
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+
|
13
|
+
it 'builds a default /browse-edgar/ url with options: {symbol: "AAPL"}' do
|
14
|
+
uri = SecQuery::SecURI.browse_edgar_uri(symbol: 'AAPL')
|
15
|
+
expect(uri.to_s)
|
16
|
+
.to include('http://www.sec.gov/cgi-bin/browse-edgar?CIK=AAPL')
|
17
|
+
end
|
18
|
+
|
19
|
+
it 'builds a default /browse-edgar/ url with options: {cik: "AAPL"}' do
|
20
|
+
uri = SecQuery::SecURI.browse_edgar_uri(cik: 'AAPL')
|
21
|
+
expect(uri.to_s)
|
22
|
+
.to include('http://www.sec.gov/cgi-bin/browse-edgar?CIK=AAPL')
|
23
|
+
end
|
24
|
+
|
25
|
+
it 'builds a default /browse-edgar/ url with options: "AAPL"' do
|
26
|
+
uri = SecQuery::SecURI.browse_edgar_uri('AAPL')
|
27
|
+
expect(uri.to_s)
|
28
|
+
.to eq('http://www.sec.gov/cgi-bin/browse-edgar?CIK=AAPL')
|
29
|
+
end
|
30
|
+
|
31
|
+
it 'builds a default /browse-edgar/ url with options: "Apple"' do
|
32
|
+
uri = SecQuery::SecURI.browse_edgar_uri('Apple')
|
33
|
+
expect(uri.to_s)
|
34
|
+
.to eq('http://www.sec.gov/cgi-bin/browse-edgar?company=Apple')
|
35
|
+
end
|
36
|
+
end
|
37
|
+
end
|
data/spec/spec_helper.rb
CHANGED
data/spec/support/vcr.rb
ADDED
metadata
CHANGED
@@ -1,7 +1,7 @@
|
|
1
1
|
--- !ruby/object:Gem::Specification
|
2
2
|
name: sec_query
|
3
3
|
version: !ruby/object:Gem::Version
|
4
|
-
version: 1.0.
|
4
|
+
version: 1.0.4
|
5
5
|
prerelease:
|
6
6
|
platform: ruby
|
7
7
|
authors:
|
@@ -9,10 +9,58 @@ authors:
|
|
9
9
|
autorequire:
|
10
10
|
bindir: bin
|
11
11
|
cert_chain: []
|
12
|
-
date:
|
12
|
+
date: 2014-04-17 00:00:00.000000000 Z
|
13
13
|
dependencies:
|
14
14
|
- !ruby/object:Gem::Dependency
|
15
15
|
name: rspec
|
16
|
+
requirement: !ruby/object:Gem::Requirement
|
17
|
+
none: false
|
18
|
+
requirements:
|
19
|
+
- - ! '>='
|
20
|
+
- !ruby/object:Gem::Version
|
21
|
+
version: '2.14'
|
22
|
+
type: :development
|
23
|
+
prerelease: false
|
24
|
+
version_requirements: !ruby/object:Gem::Requirement
|
25
|
+
none: false
|
26
|
+
requirements:
|
27
|
+
- - ! '>='
|
28
|
+
- !ruby/object:Gem::Version
|
29
|
+
version: '2.14'
|
30
|
+
- !ruby/object:Gem::Dependency
|
31
|
+
name: vcr
|
32
|
+
requirement: !ruby/object:Gem::Requirement
|
33
|
+
none: false
|
34
|
+
requirements:
|
35
|
+
- - ! '>='
|
36
|
+
- !ruby/object:Gem::Version
|
37
|
+
version: '0'
|
38
|
+
type: :development
|
39
|
+
prerelease: false
|
40
|
+
version_requirements: !ruby/object:Gem::Requirement
|
41
|
+
none: false
|
42
|
+
requirements:
|
43
|
+
- - ! '>='
|
44
|
+
- !ruby/object:Gem::Version
|
45
|
+
version: '0'
|
46
|
+
- !ruby/object:Gem::Dependency
|
47
|
+
name: webmock
|
48
|
+
requirement: !ruby/object:Gem::Requirement
|
49
|
+
none: false
|
50
|
+
requirements:
|
51
|
+
- - ! '>='
|
52
|
+
- !ruby/object:Gem::Version
|
53
|
+
version: '0'
|
54
|
+
type: :development
|
55
|
+
prerelease: false
|
56
|
+
version_requirements: !ruby/object:Gem::Requirement
|
57
|
+
none: false
|
58
|
+
requirements:
|
59
|
+
- - ! '>='
|
60
|
+
- !ruby/object:Gem::Version
|
61
|
+
version: '0'
|
62
|
+
- !ruby/object:Gem::Dependency
|
63
|
+
name: rubocop
|
16
64
|
requirement: !ruby/object:Gem::Requirement
|
17
65
|
none: false
|
18
66
|
requirements:
|
@@ -67,24 +115,25 @@ executables: []
|
|
67
115
|
extensions: []
|
68
116
|
extra_rdoc_files: []
|
69
117
|
files:
|
118
|
+
- .gitignore
|
70
119
|
- Gemfile
|
71
|
-
- Gemfile.lock
|
72
120
|
- README.md
|
73
121
|
- Rakefile
|
74
|
-
- lib/.DS_Store
|
75
122
|
- lib/sec_query.rb
|
76
|
-
- lib/sec_query/.DS_Store
|
77
123
|
- lib/sec_query/entity.rb
|
78
124
|
- lib/sec_query/filing.rb
|
79
125
|
- lib/sec_query/relationship.rb
|
126
|
+
- lib/sec_query/sec_uri.rb
|
80
127
|
- lib/sec_query/transaction.rb
|
81
128
|
- lib/sec_query/version.rb
|
82
129
|
- pkg/sec_query-1.0.1.gem
|
83
130
|
- pkg/sec_query-1.0.2.gem
|
84
|
-
- sec_query-1.0.3.gem
|
131
|
+
- pkg/sec_query-1.0.3.gem
|
85
132
|
- sec_query.gemspec
|
86
133
|
- spec/sec_query_spec.rb
|
134
|
+
- spec/sec_uri_spec.rb
|
87
135
|
- spec/spec_helper.rb
|
136
|
+
- spec/support/vcr.rb
|
88
137
|
homepage: https://github.com/tyrauber/sec_query
|
89
138
|
licenses: []
|
90
139
|
post_install_message:
|
@@ -112,4 +161,7 @@ summary: A ruby gem for querying the United States Securities and Exchange Commi
|
|
112
161
|
Edgar System.
|
113
162
|
test_files:
|
114
163
|
- spec/sec_query_spec.rb
|
164
|
+
- spec/sec_uri_spec.rb
|
115
165
|
- spec/spec_helper.rb
|
166
|
+
- spec/support/vcr.rb
|
167
|
+
has_rdoc:
|
data/Gemfile.lock
DELETED
@@ -1,30 +0,0 @@
|
|
1
|
-
PATH
|
2
|
-
remote: .
|
3
|
-
specs:
|
4
|
-
sec_query (1.0.2)
|
5
|
-
hpricot
|
6
|
-
rest-client
|
7
|
-
|
8
|
-
GEM
|
9
|
-
remote: http://rubygems.org/
|
10
|
-
specs:
|
11
|
-
diff-lcs (1.1.3)
|
12
|
-
hpricot (0.8.6)
|
13
|
-
mime-types (1.21)
|
14
|
-
rest-client (1.6.7)
|
15
|
-
mime-types (>= 1.16)
|
16
|
-
rspec (2.7.0)
|
17
|
-
rspec-core (~> 2.7.0)
|
18
|
-
rspec-expectations (~> 2.7.0)
|
19
|
-
rspec-mocks (~> 2.7.0)
|
20
|
-
rspec-core (2.7.1)
|
21
|
-
rspec-expectations (2.7.0)
|
22
|
-
diff-lcs (~> 1.1.2)
|
23
|
-
rspec-mocks (2.7.0)
|
24
|
-
|
25
|
-
PLATFORMS
|
26
|
-
ruby
|
27
|
-
|
28
|
-
DEPENDENCIES
|
29
|
-
rspec
|
30
|
-
sec_query!
|
data/lib/.DS_Store
DELETED
Binary file
|
data/lib/sec_query/.DS_Store
DELETED
Binary file
|