xbrlware-ce 1.0.4 → 1.1.0

data/lib/xbrlware/taxonomy.rb

@@ -61,7 +61,7 @@ module Xbrlware
       file_path=linkbase_href(Xbrlware::LBConstants::LABEL) if file_path.nil? && @lablb.nil?
       return @lablb if file_path.nil?
       $LOG.warn(" Label linkbase already initialized. Ignoring " + file_path) unless file_path.nil? || @lablb.nil?
-      @lablb = Xbrlware::Linkbase::LabelLinkbase.new(file_path) if @lablb.nil?
+      @lablb = Xbrlware::Linkbase::LabelLinkbase.new(file_path) if @lablb.nil? && File.exist?(file_path)  
       @lablb
     end
 
@@ -70,7 +70,7 @@ module Xbrlware
       file_path=linkbase_href(Xbrlware::LBConstants::DEFINITION) if file_path.nil? && @deflb.nil?
       return @deflb if file_path.nil?
       $LOG.warn(" Definition linkbase already initialized. Ignoring " + file_path) unless file_path.nil? || @deflb.nil?
-      @deflb = Xbrlware::Linkbase::DefinitionLinkbase.new(file_path, lablb()) if  @deflb.nil?
+      @deflb = Xbrlware::Linkbase::DefinitionLinkbase.new(file_path, lablb()) if @deflb.nil? && File.exist?(file_path)
       @deflb
     end
 
@@ -79,7 +79,7 @@ module Xbrlware
       file_path=linkbase_href(Xbrlware::LBConstants::PRESENTATION) if file_path.nil? && @prelb.nil?
       return @prelb if file_path.nil?
       $LOG.warn(" Presentation linkbase already initialized. Ignoring " + file_path) unless file_path.nil? || @prelb.nil?
-      @prelb = Xbrlware::Linkbase::PresentationLinkbase.new(file_path, @instance, deflb, lablb) if @prelb.nil?
+      @prelb = Xbrlware::Linkbase::PresentationLinkbase.new(file_path, @instance, deflb, lablb) if @prelb.nil? && File.exist?(file_path)
       @prelb
     end
 
@@ -88,7 +88,7 @@ module Xbrlware
       file_path=linkbase_href(Xbrlware::LBConstants::CALCULATION) if file_path.nil? && @callb.nil?
       return @callb if file_path.nil?
       $LOG.warn(" Calculation linkbase already initialized. Ignoring " + file_path) unless file_path.nil? || @callb.nil?
-      @callb = Xbrlware::Linkbase::CalculationLinkbase.new(file_path, @instance, lablb) if @callb.nil?
+      @callb = Xbrlware::Linkbase::CalculationLinkbase.new(file_path, @instance, lablb) if @callb.nil? && File.exist?(file_path)
       @callb
     end
 
@@ -103,12 +103,15 @@ module Xbrlware
 
     private
     def linkbase_href(linkbase)
-      linkbase_refs=@taxonomy_content["annotation"][0]["appinfo"][0]["linkbaseRef"]
-      linkbase_refs.each do |ref|
-        if ref["xlink:role"]==linkbase
-          return @taxonomy_file_basedir + ref["xlink:href"] if ref["xml:base"].nil?
-          return @taxonomy_file_basedir + ref["xml:base"] + ref["xlink:href"]
+      begin
+        linkbase_refs=@taxonomy_content["annotation"][0]["appinfo"][0]["linkbaseRef"]
+        linkbase_refs.each do |ref|
+          if ref["xlink:role"]==linkbase
+            return @taxonomy_file_basedir + ref["xlink:href"] if ref["xml:base"].nil?
+            return @taxonomy_file_basedir + ref["xml:base"] + ref["xlink:href"]
+          end
         end
+      rescue Exception => e
       end
       nil
     end
@@ -123,7 +126,7 @@ module Xbrlware
         eval("self.extend Taxonomies::#{taxonomy_module}")
       else
         $LOG.warn("No taxonomy found for name ["+ENV["TAXO_NAME"].to_s+"] and version ["+ENV["TAXO_VER"].to_s+"]")
-      end      
+      end
     end
 
     def method_missing(m, *args)

data/lib/xbrlware/version.rb

@@ -0,0 +1,22 @@
+#!/usr/bin/ruby
+#
+# Author:: xbrlware@bitstat.com
+#
+# Copyright:: 2009, 2010 bitstat (http://www.bitstat.com). All Rights Reserved.
+#
+# License:: Licensed under the Apache License, Version 2.0 (the "License");
+#           you may not use this file except in compliance with the License.
+#           You may obtain a copy of the License at
+#
+#           http://www.apache.org/licenses/LICENSE-2.0
+#
+#           Unless required by applicable law or agreed to in writing, software
+#           distributed under the License is distributed on an "AS IS" BASIS,
+#           WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or
+#           implied.
+#           See the License for the specific language governing permissions and
+#           limitations under the License.
+#
+module Xbrlware
+  VERSION = "1.1.0"
+end

data/test/lib/xbrlware/47_context_test.rb

@@ -9,8 +9,11 @@ class TestContext < Test::Unit::TestCase
     XbrlTest::SchemaValidator.validate(xml_file, @@xsd_file)
     xbrl = Xbrlware::Instance.new(xml_file)
     p=xbrl.context("I2007_CommonStockMember").period
-    assert_equal("2008-02-02", p["start_date"])
-    assert_equal("2008-03-02", p["end_date"])
+    assert_equal("2008-02-02", p.value["start_date"].to_s)
+    assert_equal("2008-03-02", p.value["end_date"].to_s)
+    assert(p.is_duration?)
+    assert_equal(false, p.is_instant?)
+    assert_equal(false, p.is_forever?)
   end
 
   def test_472_period_instant
@@ -19,7 +22,10 @@ class TestContext < Test::Unit::TestCase
     xbrl = Xbrlware::Instance.new(xml_file)
     ctx=xbrl.context("I2007_CommonStockMember")
     p=ctx.period
-    assert_equal("2008-02-02", p)
+    assert_equal("2008-02-02", p.to_s)
+    assert p.is_instant?
+    assert_equal(false, p.is_duration?)
+    assert_equal(false, p.is_forever?)
   end
 
   def test_472_period_forever
@@ -27,7 +33,10 @@ class TestContext < Test::Unit::TestCase
     XbrlTest::SchemaValidator.validate(xml_file, @@xsd_file)
     xbrl = Xbrlware::Instance.new(xml_file)
     p=xbrl.context("I2007_CommonStockMember").period
-    assert_equal(Xbrlware::Context::PERIOD_FOREVER, p)
+    assert_equal(Xbrlware::Context::PERIOD_FOREVER, p.value)
+    assert p.is_forever?
+    assert_equal(false, p.is_instant?)
+    assert_equal(false, p.is_duration?)
   end
 
   def test_4731_entity_identifier

data/test/lib/xbrlware/date_util_test.rb

@@ -12,8 +12,8 @@ class TestDateUtil < Test::Unit::TestCase
   end
 
   def test_months_between
-    start_dt=Date.parse("2009-09-15")
-    end_dt=Date.parse("2009-12-15")
+    start_dt=Date.parse("2009-10-01")
+    end_dt=Date.parse("2009-12-31")
 
     months=Xbrlware::DateUtil.months_between(start_dt, end_dt)
     assert_equal(3, months)
@@ -21,4 +21,12 @@ class TestDateUtil < Test::Unit::TestCase
     months=Xbrlware::DateUtil.months_between(end_dt, start_dt)
     assert_equal(3, months)
   end
+
+  def test_months_between_years
+    start_dt=Date.parse("2008-01-01")
+    end_dt=Date.parse("2009-12-31")
+
+    months=Xbrlware::DateUtil.months_between(start_dt, end_dt)
+    assert_equal(24, months)
+  end  
 end

data/test/lib/xbrlware/instance_test.rb

@@ -247,4 +247,23 @@ class TestXbrlInstance < Test::Unit::TestCase
     assert_equal(1, items.size)
   end
 
+  def test_item_all
+    items=@xbrl.item_all_map
+    assert_equal(6, items["PROFITLOSS"].size)
+    assert_equal(2, items["RECEIVABLESNETCURRENT"].size)
+    assert_equal(1, items["INCOMEBEFOREINCOMETAXES"].size)
+    assert_equal(1, items["INCOME-BEFORE-INCOMETAXES"].size)
+    assert_nil(items["NOT-EXIST"])
+  end
+
+  def test_entity_details
+    entity_details=@xbrl.entity_details
+    assert_equal("UNKNOWN", entity_details["name"])
+
+    @xbrl.entity_details={"name" => "EntityName"}
+    assert_equal("EntityName", entity_details["name"])
+    assert_equal("UNKNOWN", entity_details["ci_keys"])
+    
+  end
+
 end

data/test/lib/xbrlware/meta_util_test.rb

@@ -11,7 +11,7 @@ class TestMetaUtil < Test::Unit::TestCase
     Xbrlware::MetaUtil::introduce_instance_var(o, "name", "xyz")
     Xbrlware::MetaUtil::introduce_instance_writer(o, "set_name", "name")
     o.set_name="abc"
-    assert_equal("abc", o.name)    
+    assert_equal("abc", o.name)
   end
 
   def test_introduce_instance_alias
@@ -20,4 +20,24 @@ class TestMetaUtil < Test::Unit::TestCase
     Xbrlware::MetaUtil::introduce_instance_alias(o, "get_name", "name")
     assert_equal("xyz", o.get_name)
   end
+
+  def test_introduct_instance_method
+    o="a"
+    Xbrlware::MetaUtil::eval_on_instance o, %{
+      def is_instant?
+        self.is_a?(String)
+      end
+
+      def is_duration?
+        self.is_a?(Hash)        
+      end
+
+      def is_forever?
+        self.is_a?(Fixnum)
+      end      
+    }
+    assert o.is_instant?
+    assert_equal(false, o.is_duration?)
+    assert_equal(false, o.is_forever?)
+  end
 end

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification 
 name: xbrlware-ce
 version: !ruby/object:Gem::Version 
-  version: 1.0.4
+  version: 1.1.0
 platform: ruby
 authors: 
 - bitstat technologies
@@ -9,7 +9,7 @@ autorequire:
 bindir: bin
 cert_chain: []
 
-date: 2010-01-28 00:00:00 +05:30
+date: 2010-02-23 00:00:00 +05:30
 default_executable: 
 dependencies: 
 - !ruby/object:Gem::Dependency 
@@ -23,7 +23,7 @@ dependencies:
         version: 1.0.12
     version: 
 description: |-
-  A fast, lightweight framework to parse, extract information from XBRL documents.
+  A fast, lightweight framework to parse, extract information from XBRL Instance, Taxonomy and Linkbase documents.
   xbrlware understands structure and relationship among elements of XBRL documents and
   defines a set of APIs for accessing financial & business facts, meta & other related information
   defined in XBRL documents.
@@ -45,6 +45,7 @@ files:
 - lib/xbrlware.rb
 - lib/edgar/util.rb
 - lib/edgar/edgar_data_downloader.rb
+- lib/xbrlware/version.rb
 - lib/xbrlware/float_patch.rb
 - lib/xbrlware/linkbase/definition_linkbase.rb
 - lib/xbrlware/linkbase/presentation_linkbase.rb
@@ -53,6 +54,7 @@ files:
 - lib/xbrlware/linkbase/label_linkbase.rb
 - lib/xbrlware/hash_util.rb
 - lib/xbrlware/constants.rb
+- lib/xbrlware/report.rb
 - lib/xbrlware/instance.rb
 - lib/xbrlware/date_util.rb
 - lib/xbrlware/xml_parser.rb
@@ -75,7 +77,9 @@ files:
 - doc/classes/Edgar/RSSFeedDownloader.html
 - doc/classes/Xbrlware.html
 - doc/classes/CGI.html
+- doc/classes/Xbrlware/Context/Period.html
 - doc/classes/Xbrlware/LBConstants.html
+- doc/classes/Xbrlware/Report.html
 - doc/classes/Xbrlware/Entity.html
 - doc/classes/Xbrlware/Taxonomy.html
 - doc/classes/Xbrlware/Linkbase/DefinitionLinkbase/Definition/DefinitionArc.html
@@ -110,6 +114,7 @@ files:
 - doc/files/lib/xbrlware/linkbase/linkbase_rb.html
 - doc/files/lib/xbrlware/linkbase/calculation_linkbase_rb.html
 - doc/files/lib/xbrlware/util_rb.html
+- doc/files/lib/xbrlware/version_rb.html
 - doc/files/lib/xbrlware/meta_util_rb.html
 - doc/files/lib/xbrlware/hash_util_rb.html
 - doc/files/lib/xbrlware/float_patch_rb.html
@@ -117,6 +122,7 @@ files:
 - doc/files/lib/xbrlware/xml_parser_rb.html
 - doc/files/lib/xbrlware/constants_rb.html
 - doc/files/lib/xbrlware/instance_rb.html
+- doc/files/lib/xbrlware/report_rb.html
 - doc/files/lib/xbrlware/date_util_rb.html
 - doc/files/lib/xbrlware/context_rb.html
 - doc/files/lib/xbrlware/cgi_patch_rb.html
@@ -260,6 +266,6 @@ rubyforge_project: xbrlware
 rubygems_version: 1.3.5
 signing_key: 
 specification_version: 3
-summary: A fast, lightweight framework to parse, extract information from XBRL documents.
+summary: A fast, lightweight framework to parse, extract information from XBRL Instance, Taxonomy and Linkbase documents.
 test_files: []