sec-edgar-api 0.2.1 → 0.2.2

package/build/services/DocumentParser/parsers/parse-form-def14a.js

@@ -1,126 +1,177 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.parseFormDef14a = void 0;
-var XMLParser_1 = require("../XMLParser");
+var HtmlTableExtractor_1 = require("../HtmlTableExtractor");
 /**
  * Form DEF 14a - Proxy Statement
  *
  * example at https://www.sec.gov/Archives/edgar/data/320193/000130817923000019/laap2023_def14a.htm
  */
-function parseFormDef14a(params, xmlParser) {
-    var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s;
-    if (xmlParser === void 0) { xmlParser = new XMLParser_1.default(); }
+function parseFormDef14a(params) {
+    var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q;
     var xml = params.xml;
-    var doc = xmlParser.getDocumentNode({ xml: xml });
-    var tables = doc.parseTables();
-    var usedTables = [];
-    var compensationArr = [];
-    var holderArr = [];
-    var findCompensationTables = function (type) {
-        var tablesFound = tables.filter(function (table) {
-            var _a, _b, _c, _d, _e;
-            var hasNameRow = (_a = table.rows[0]) === null || _a === void 0 ? void 0 : _a.some(function (col) { return "".concat(col).toLowerCase().includes('name'); });
-            var hasTotalRow = (_b = table.rows[0]) === null || _b === void 0 ? void 0 : _b.some(function (col) { return "".concat(col).toLowerCase().includes('total'); });
-            var hasAwardRow = (_c = table.rows[0]) === null || _c === void 0 ? void 0 : _c.some(function (col) { return "".concat(col).toLowerCase().includes('award'); });
-            var titleLower = table.title.toLowerCase();
-            var textLower = (_e = (_d = table.textBefore) === null || _d === void 0 ? void 0 : _d.toLowerCase()) !== null && _e !== void 0 ? _e : '';
-            var isTitleMatch = titleLower.includes(type) && titleLower.includes('compensation');
-            var isTextMatch = hasNameRow && hasTotalRow && hasAwardRow && textLower.includes(type);
-            return (isTitleMatch || isTextMatch) && !usedTables.includes(table);
-        });
-        tablesFound.forEach(function (t) { return usedTables.push(t); });
-        return tablesFound;
-    };
-    var tablesHolder = tables.filter(function (table) {
-        var _a, _b;
-        var hasNameRow = (_a = table.rows[0]) === null || _a === void 0 ? void 0 : _a.some(function (col) { return "".concat(col).toLowerCase().includes('name'); });
-        var hasPercent = (_b = table.rows[0]) === null || _b === void 0 ? void 0 : _b.some(function (col) { return "".concat(col).toLowerCase().includes('percent'); });
-        var titleLower = table.title.toLowerCase();
-        var isTitleMatch = titleLower.includes('security') && titleLower.includes('owner') && titleLower.includes('beneficial');
-        return isTitleMatch && hasNameRow && hasPercent;
+    var parser = new HtmlTableExtractor_1.default();
+    var tables = parser.extractTables(xml, {
+        stripHtml: true,
+        tagsToExclude: ['sup'],
+        stripParenthesis: true,
     });
-    var foundHoldersKeys = new Set();
-    var _loop_1 = function (table) {
-        var header = table.rows[0];
-        var getIndex = function (search) { return header.findIndex(function (col) { return "".concat(col).toLowerCase().includes(search); }); };
-        var indexName = getIndex('name');
-        var indexPercent = getIndex('percent');
-        var indexShares = (_b = (_a = table.rows[1]) === null || _a === void 0 ? void 0 : _a.findIndex(function (col) { return typeof col === 'number' && !isNaN(col); })) !== null && _b !== void 0 ? _b : -1;
-        for (var i = 1; i < table.rows.length; i++) {
-            for (var i_1 = 1; i_1 < table.rows.length; i_1++) {
-                var nameVal = (_d = (_c = table.rows[i_1]) === null || _c === void 0 ? void 0 : _c[indexName]) !== null && _d !== void 0 ? _d : null;
-                if (typeof nameVal !== 'string')
-                    continue;
-                var nameParts = nameVal.split('}}');
-                var namePartsSpaces = nameVal.split(' ');
-                var position = (_e = nameParts[1]) !== null && _e !== void 0 ? _e : namePartsSpaces.slice(2, namePartsSpaces.length).join(' ');
-                var name_1 = nameParts[1] ? nameParts[0] : namePartsSpaces.slice(0, 2).join(' ');
-                var holder = {
-                    name: name_1.replace(/{{/g, '').replace(/}}/g, '').trim(),
-                    position: position.replace(/{{/g, '').replace(/}}/g, '').trim() || null,
-                    shares: Number((_f = table.rows[i_1]) === null || _f === void 0 ? void 0 : _f[indexShares]) || null,
-                    percentOfClass: String((_g = table.rows[i_1]) === null || _g === void 0 ? void 0 : _g[indexPercent]) || null,
-                };
-                var key = "".concat(holder.name).concat(holder.position).concat(holder.shares).concat(holder.percentOfClass);
-                if (!foundHoldersKeys.has(key))
-                    holderArr.push(holder);
-                foundHoldersKeys.add(key);
-            }
-        }
-    };
-    for (var _i = 0, tablesHolder_1 = tablesHolder; _i < tablesHolder_1.length; _i++) {
-        var table = tablesHolder_1[_i];
-        _loop_1(table);
-    }
-    for (var _t = 0, _u = ['director', 'executive', 'summary']; _t < _u.length; _t++) {
-        var type = _u[_t];
-        var _loop_2 = function (table) {
-            if (!table)
-                return "continue";
-            var header = table.rows[0];
-            var getIndex = function (search) { return header.findIndex(function (col) { return "".concat(col).toLowerCase().includes(search); }); };
-            var indexName = getIndex('name');
-            var indexYear = getIndex('year');
+    var compensationTables = [];
+    for (var _i = 0, tables_1 = tables; _i < tables_1.length; _i++) {
+        var table = tables_1[_i];
+        var compensationRows = [];
+        var bodyIndex = table.rows.findIndex(function (row) { return row.some(function (col) { return !col.isHeaderRowCell; }); });
+        var headerIndex = bodyIndex - 1;
+        var textBefore = parser.stripHtml(table.htmlBefore, { tagsToExclude: ['sup'] }).toLowerCase();
+        var hasNameRow = (_a = table.rows[headerIndex]) === null || _a === void 0 ? void 0 : _a.some(function (col) { return "".concat(col.valueParsed).toLowerCase().includes('name'); });
+        var hasSalaryRow = (_b = table.rows[headerIndex]) === null || _b === void 0 ? void 0 : _b.some(function (col) {
+            return "".concat(col.valueParsed).toLowerCase().includes('salary');
+        });
+        var hasTotalRow = (_c = table.rows[headerIndex]) === null || _c === void 0 ? void 0 : _c.some(function (col) { return "".concat(col.valueParsed).toLowerCase().includes('total'); });
+        var isCompensationTable = Boolean(hasNameRow && hasTotalRow && hasSalaryRow);
+        if (!isCompensationTable)
+            continue;
+        var defaultPosition = 'Executive';
+        if (textBefore.includes('executive'))
+            defaultPosition = 'Executive';
+        else if (textBefore.includes('director'))
+            defaultPosition = 'Director';
+        var _loop_1 = function (i) {
+            var row = table.rows[i];
+            var getIndex = function (search, isNum, isYear) {
+                if (isNum === void 0) { isNum = true; }
+                if (isYear === void 0) { isYear = false; }
+                return row.findIndex(function (col) {
+                    var hasType = isNum ? typeof col.valueParsed === 'number' : true;
+                    var hasSearch = "".concat(col.headerCol).toLowerCase().includes(search);
+                    var hasYear = !isYear || (Number(col.valueParsed) > 1900 && Number(col.valueParsed) < 2100);
+                    return hasType && hasSearch && hasYear;
+                });
+            };
+            var indexName = getIndex('name', false);
+            var indexYear = getIndex('year', true, true);
             var indexSalary = getIndex('salary') === -1 ? getIndex('cash') : getIndex('salary');
             var indexBonus = getIndex('bonus');
             var indexStock = getIndex('stock');
-            var indexNonEquity = getIndex('non-equity') === -1 ? getIndex('option') : getIndex('non-equity');
+            var indexOption = getIndex('non-equity') === -1 ? getIndex('option') : getIndex('non-equity');
             var indexOther = getIndex('other');
             var indexTotal = getIndex('total');
-            var defaultPosition = {
-                director: 'Director',
-                executive: 'Executive',
-                summary: null,
-            }[type];
-            for (var i = 1; i < table.rows.length; i++) {
-                var nameVal = (_j = (_h = table.rows[i]) === null || _h === void 0 ? void 0 : _h[indexName]) !== null && _j !== void 0 ? _j : null;
-                if (typeof nameVal !== 'string')
-                    continue;
-                var nameParts = nameVal.split('}}');
-                var namePartsSpaces = nameVal.split(' ');
-                var position = (_k = nameParts[1]) !== null && _k !== void 0 ? _k : namePartsSpaces.slice(2, namePartsSpaces.length).join(' ');
-                var name_2 = nameParts[1] ? nameParts[0] : namePartsSpaces.slice(0, 2).join(' ');
-                var compensation = {
-                    name: name_2.replace(/{{/g, '').replace(/}}/g, '').trim(),
-                    position: position.replace(/{{/g, '').replace(/}}/g, '').trim() || (defaultPosition !== null && defaultPosition !== void 0 ? defaultPosition : null),
-                    year: Number((_l = table.rows[i]) === null || _l === void 0 ? void 0 : _l[indexYear]) || null,
-                    salaryDollars: Number((_m = table.rows[i]) === null || _m === void 0 ? void 0 : _m[indexSalary]) || null,
-                    bonusDollars: Number((_o = table.rows[i]) === null || _o === void 0 ? void 0 : _o[indexBonus]) || null,
-                    stockAwardDollars: Number((_p = table.rows[i]) === null || _p === void 0 ? void 0 : _p[indexStock]) || null,
-                    nonEquityDollars: Number((_q = table.rows[i]) === null || _q === void 0 ? void 0 : _q[indexNonEquity]) || null,
-                    otherDollars: Number((_r = table.rows[i]) === null || _r === void 0 ? void 0 : _r[indexOther]) || null,
-                    totalDollars: Number((_s = table.rows[i]) === null || _s === void 0 ? void 0 : _s[indexTotal]) || null,
-                };
-                if (compensation.totalDollars !== null) {
-                    compensationArr.push(compensation);
-                }
-            }
+            var nameHtml = String((_e = (_d = row[indexName]) === null || _d === void 0 ? void 0 : _d.html) !== null && _e !== void 0 ? _e : '');
+            var nameParts = nameHtml
+                .replace(/\n/g, ' ')
+                .replace(/<sup.*?sup>/gi, '')
+                .replace(/&.*?;/g, '')
+                .split(/<.*?>/g)
+                .filter(function (str) { return str.replace(/\W/gi, '').length > 0; })
+                .map(function (str) { return str.replace(/(\s|\n|\t)+/g, ' ').trim(); });
+            var year = Number((_f = row[indexYear]) === null || _f === void 0 ? void 0 : _f.valueParsed) ||
+                Number(String((_g = row[indexYear]) === null || _g === void 0 ? void 0 : _g.valueParsed)
+                    .split(/\W/g)
+                    .find(function (str) { return str.length === 4; })) ||
+                null;
+            var name_1 = String(parser.parseValue(((_h = nameParts[0]) === null || _h === void 0 ? void 0 : _h.trim()) || '', { stripHtml: false, stripParenthesis: true }) || '');
+            var position = String(parser.parseValue((_j = nameParts.slice(1)) === null || _j === void 0 ? void 0 : _j.join(' '), { stripHtml: false, stripParenthesis: true }) || '');
+            var isValidPosition = position.replace(/\W/gi, '').length > 0 && isNaN(Number(position));
+            compensationRows.push({
+                name: name_1.replace(/\s+/g, ' '),
+                position: isValidPosition ? position || defaultPosition : defaultPosition,
+                year: year,
+                positionLevel: defaultPosition || 'Executive',
+                salaryDollars: Number((_k = row[indexSalary]) === null || _k === void 0 ? void 0 : _k.valueParsed) || null,
+                bonusDollars: Number((_l = row[indexBonus]) === null || _l === void 0 ? void 0 : _l.valueParsed) || null,
+                stockAwardDollars: Number((_m = row[indexStock]) === null || _m === void 0 ? void 0 : _m.valueParsed) || null,
+                nonEquityDollars: Number((_o = row[indexOption]) === null || _o === void 0 ? void 0 : _o.valueParsed) || null,
+                otherDollars: Number((_p = row[indexOther]) === null || _p === void 0 ? void 0 : _p.valueParsed) || null,
+                totalDollars: Number((_q = row[indexTotal]) === null || _q === void 0 ? void 0 : _q.valueParsed) || null,
+            });
         };
-        for (var _v = 0, _w = findCompensationTables(type); _v < _w.length; _v++) {
-            var table = _w[_v];
-            _loop_2(table);
+        for (var i = bodyIndex; i < table.rows.length; i++) {
+            _loop_1(i);
         }
+        compensationTables.push(compensationRows);
     }
-    return { executiveCompensation: compensationArr, holders: holderArr };
+    mergeYearRows(compensationTables);
+    var tablesFlat = flattenTables(compensationTables);
+    return { executiveCompensation: tablesFlat };
 }
 exports.parseFormDef14a = parseFormDef14a;
+function flattenTables(tables) {
+    var isDefaultPosition = function (position) { return position === 'Director' || position === 'Executive'; };
+    var compensationByNameYear = new Map();
+    var resolveProperty = function (a, b) {
+        if (a === null && b === null)
+            return null;
+        if (a === null && b !== null)
+            return b;
+        if (a !== null && b === null)
+            return a;
+        if (typeof a === 'number' && typeof b === 'number') {
+            return Math.max(a, b);
+        }
+        if (typeof a === 'string' && typeof b === 'string') {
+            return isDefaultPosition(a) ? b : a;
+        }
+        return b;
+    };
+    for (var _i = 0, tables_2 = tables; _i < tables_2.length; _i++) {
+        var table = tables_2[_i];
+        for (var _a = 0, table_1 = table; _a < table_1.length; _a++) {
+            var row = table_1[_a];
+            var key = "".concat(row.name, "_").concat(row.year);
+            var curRow = compensationByNameYear.get(key) || row;
+            compensationByNameYear.set(key, curRow);
+            for (var key_1 in row) {
+                var k = key_1;
+                curRow[k] = resolveProperty(curRow[k], row[k]);
+            }
+        }
+    }
+    return Array.from(compensationByNameYear.values());
+}
+function mergeYearRows(compensationTables) {
+    var _a;
+    var isDefaultPosition = function (position) { return position === 'Director' || position === 'Executive'; };
+    var positionByName = new Map();
+    for (var _i = 0, compensationTables_1 = compensationTables; _i < compensationTables_1.length; _i++) {
+        var table = compensationTables_1[_i];
+        var uniqueYears = Array.from(new Set(table.map(function (row) { return row.year; }))).filter(Boolean);
+        if (uniqueYears.length <= 1)
+            continue;
+        var isDesc = uniqueYears[0] > uniqueYears[1];
+        for (var i = 1; i < table.length; i++) {
+            var row = table[i];
+            var rowPrev = table[i - 1];
+            var year = Number(row.year);
+            var yearPrev = Number(rowPrev.year);
+            if (yearPrev && !year) {
+                year = isDesc ? yearPrev - 1 : yearPrev + 1;
+                row.year = year;
+            }
+            else if (!yearPrev && year) {
+                yearPrev = isDesc ? year - 1 : year + 1;
+                rowPrev.year = yearPrev;
+            }
+            var isIncrementYear = isDesc ? year < yearPrev : year > yearPrev;
+            var isSamePersonDiffYear = isIncrementYear && year && yearPrev;
+            var isSameName = row.name === rowPrev.name;
+            var isSamePosition = row.position === rowPrev.position;
+            var mergedNamePosition = "".concat(isSameName ? '' : row.name || '', " ").concat(isDefaultPosition(row.position) || isSamePosition ? '' : row.position || '').trim();
+            var mergedPosition = isDefaultPosition(rowPrev.position)
+                ? mergedNamePosition
+                : "".concat(rowPrev.position || '', " ").concat(mergedNamePosition).trim();
+            var nameNew = rowPrev.name || row.name;
+            var positionNew = ((_a = rowPrev.position) === null || _a === void 0 ? void 0 : _a.includes(mergedNamePosition)) ? rowPrev.position : mergedPosition;
+            if (isSamePersonDiffYear) {
+                rowPrev.position = positionNew;
+                row.position = positionNew;
+                rowPrev.name = nameNew;
+                row.name = nameNew;
+            }
+            positionByName.set(row.name, String(row.position));
+        }
+        for (var _b = 0, table_2 = table; _b < table_2.length; _b++) {
+            var row = table_2[_b];
+            row.position = positionByName.get(row.name) || row.position;
+        }
+    }
+}

package/build/services/ReportBuilder/FactFiscalCalculator.d.ts

@@ -0,0 +1,47 @@
+export interface SetReportDatesParams {
+    year: number;
+    quarter: number;
+    end: string;
+    filed: string;
+    isAnnual: boolean;
+    accn: string;
+}
+export default class FactFiscalCalculator {
+    private readonly endDateByYear;
+    private readonly fiscalsByEndDate;
+    private readonly datesByFiscals;
+    private readonly endDateCountMap;
+    private readonly filedDateCountByEndDate;
+    private didResolve;
+    add(fact: {
+        end: string;
+        filed: string;
+        frame?: string;
+    }): void;
+    private getDaysBefore;
+    setReportDates(params: SetReportDatesParams): void;
+    addAnnualReportDate(reportDate: string): void;
+    private isAnnualReportFact;
+    private resolve;
+    getDatesByYearQuarter(params: {
+        year: number;
+        quarter: number;
+    }): {
+        filed: string;
+        end: string;
+    } | null;
+    getFiscalYearQuarter(params: {
+        dateStr: string;
+        endDateByYear?: Map<number, Date>;
+    }): {
+        year: number;
+        quarter: number;
+    };
+    static getFiscalYearQuarter(params: {
+        dateStr: string;
+        endDateByYear: Map<number, Date>;
+    }): {
+        quarter: number;
+        year: number;
+    };
+}

package/build/services/ReportBuilder/FactFiscalCalculator.js

@@ -0,0 +1,228 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+var FactFiscalCalculator = /** @class */ (function () {
+    function FactFiscalCalculator() {
+        this.endDateByYear = new Map();
+        this.fiscalsByEndDate = new Map();
+        this.datesByFiscals = new Map();
+        /// these get cleared after resolve
+        this.endDateCountMap = new Map();
+        this.filedDateCountByEndDate = new Map();
+        this.didResolve = false;
+    }
+    FactFiscalCalculator.prototype.add = function (fact) {
+        var _a, _b, _c;
+        var end = fact.end, filed = fact.filed, frame = fact.frame;
+        if (this.didResolve) {
+            throw new Error('Cannot add fact after resolving');
+        }
+        if (this.isAnnualReportFact(fact)) {
+            this.addAnnualReportDate(fact.end);
+        }
+        this.endDateCountMap.set(end, ((_a = this.endDateCountMap.get(end)) !== null && _a !== void 0 ? _a : 0) + 1);
+        // don't record filed dates for restated facts
+        if (this.getDaysBefore(filed, end) < 60) {
+            var bucket = (_b = this.filedDateCountByEndDate.get(end)) !== null && _b !== void 0 ? _b : this.filedDateCountByEndDate.set(end, new Map()).get(end);
+            bucket.set(filed, ((_c = bucket.get(filed)) !== null && _c !== void 0 ? _c : 0) + 1);
+        }
+    };
+    FactFiscalCalculator.prototype.getDaysBefore = function (dateStrAfter, dateStrBefore) {
+        var dateAfter = new Date(dateStrAfter);
+        var dateBefore = new Date(dateStrBefore);
+        var dayMS = 86400000;
+        var differenceMS = dateAfter.getTime() - dateBefore.getTime();
+        return differenceMS / dayMS;
+    };
+    FactFiscalCalculator.prototype.setReportDates = function (params) {
+        var year = params.year, quarter = params.quarter, end = params.end, filed = params.filed, isAnnual = params.isAnnual;
+        var key = "".concat(year, "_").concat(quarter);
+        if (!this.datesByFiscals.has(key)) {
+            if (year.toString().length !== 4)
+                return;
+            this.datesByFiscals.set(key, { filed: filed, end: end });
+        }
+        var dates = this.datesByFiscals.get(key);
+        dates.filed = filed;
+        dates.end = end;
+        this.filedDateCountByEndDate.set(end, new Map([[filed, Infinity]]));
+        this.endDateCountMap.set(end, Infinity);
+        if (isAnnual) {
+            this.endDateByYear.set(Number(end.split('-', 1)[0]), new Date(end));
+        }
+    };
+    FactFiscalCalculator.prototype.addAnnualReportDate = function (reportDate) {
+        var year = Number(reportDate.split('-', 1)[0]);
+        var dateEnd = new Date(reportDate);
+        this.endDateByYear.set(year, dateEnd);
+    };
+    FactFiscalCalculator.prototype.isAnnualReportFact = function (params) {
+        var end = params.end, start = params.start, filed = params.filed, period = params.period, frame = params.frame;
+        if (frame) {
+            // FY frames will look like CY2023 vs CY2023Q2 or CY2023Q2I
+            return frame.length === 6;
+        }
+        if (period !== undefined)
+            return period === 12;
+        // TODO: This was breaking for TSM. they file reports way late.
+        if (!start || this.getDaysBefore(end, start) < 315)
+            return false;
+        return this.getDaysBefore(filed, end) < 60;
+        // return start && this.getDaysBefore(end, start) < 315
+    };
+    FactFiscalCalculator.prototype.resolve = function () {
+        var _this = this;
+        var _a;
+        this.endDateCountMap.forEach(function (count, date) {
+            var _a;
+            var _b = _this.getFiscalYearQuarter({ dateStr: date }), quarter = _b.quarter, year = _b.year;
+            if (year.toString().length !== 4)
+                return;
+            var key = "".concat(year, "_").concat(quarter);
+            if (!_this.datesByFiscals.has(key)) {
+                _this.datesByFiscals.set(key, { filed: '', end: '' });
+            }
+            var dateMap = _this.datesByFiscals.get(key);
+            var countPrevDate = (_a = _this.endDateCountMap.get(dateMap.end)) !== null && _a !== void 0 ? _a : 0;
+            if (count >= countPrevDate) {
+                dateMap.end = date;
+            }
+        });
+        // set to the most commonly used filed date for each end date
+        this.filedDateCountByEndDate.forEach(function (countByFiledDate, endDate) {
+            var maxCount = 0;
+            var filedDate = '';
+            countByFiledDate.forEach(function (count, filed) {
+                if (count > maxCount) {
+                    maxCount = count;
+                    filedDate = filed;
+                }
+            });
+            var _a = _this.getFiscalYearQuarter({ dateStr: endDate }), quarter = _a.quarter, year = _a.year;
+            var key = "".concat(year, "_").concat(quarter);
+            if (!_this.datesByFiscals.has(key)) {
+                if (year.toString().length !== 4)
+                    return;
+                _this.datesByFiscals.set(key, { filed: '', end: '' });
+            }
+            var dateMap = _this.datesByFiscals.get(key);
+            dateMap.filed = filedDate;
+        });
+        // some reports are missing filed dates, this guesses dates based on other years.
+        var monthDayByQuarter = new Map();
+        // find dates for each quarter to fill in missing.
+        var foundCount = 0;
+        for (var _i = 0, _b = Array.from(this.datesByFiscals.entries()); _i < _b.length; _i++) {
+            var _c = _b[_i], key = _c[0], dates = _c[1];
+            var quarter = Number(key.split('_')[1]);
+            var bucket = (_a = monthDayByQuarter.get(quarter)) !== null && _a !== void 0 ? _a : { filedMonthDay: '', endMonthDay: '' };
+            monthDayByQuarter.set(quarter, bucket);
+            if (dates.filed && !bucket.filedMonthDay) {
+                bucket.filedMonthDay = dates.filed.substring(5);
+                foundCount++;
+            }
+            if (dates.end && !bucket.endMonthDay) {
+                bucket.endMonthDay = dates.end.substring(5);
+                foundCount++;
+            }
+            if (foundCount === 8) {
+                break;
+            }
+        }
+        // if date falls on a weekend, move it to the nearest weekday
+        var ensureNoWeekends = function (dateStr) {
+            var date = new Date(dateStr);
+            if (date.getDay() === 6)
+                date.setDate(date.getDate() - 1);
+            if (date.getDay() === 0)
+                date.setDate(date.getDate() + 1);
+            return date.toISOString().split('T')[0];
+        };
+        // fill in missing dates
+        this.datesByFiscals.forEach(function (dates, key) {
+            var _a;
+            var quarter = Number(key.split('_')[1]);
+            var datesFound = (_a = monthDayByQuarter.get(quarter)) !== null && _a !== void 0 ? _a : { filedMonthDay: '', endMonthDay: '' };
+            // if filing month comes after report month, it's the same year, otherwise it's the next year
+            if (!dates.filed && dates.end && datesFound.filedMonthDay) {
+                var _b = dates.end.split('-'), yearEnd = _b[0], month = _b[1], day = _b[2];
+                var yearFiled = datesFound.filedMonthDay >= "".concat(month, "-").concat(day) ? yearEnd : Number(yearEnd) + 1;
+                dates.filed = ensureNoWeekends("".concat(yearFiled, "-").concat(datesFound.filedMonthDay));
+            }
+            if (dates.filed && !dates.end && datesFound.endMonthDay) {
+                var _c = dates.filed.split('-'), yearFiled = _c[0], month = _c[1], day = _c[2];
+                var yearEnd = "".concat(month, "-").concat(day) >= datesFound.endMonthDay ? yearFiled : Number(yearFiled) - 1;
+                dates.end = ensureNoWeekends("".concat(yearEnd, "-").concat(datesFound.endMonthDay));
+            }
+        });
+        this.endDateCountMap.clear();
+        this.filedDateCountByEndDate.clear();
+        this.didResolve = true;
+    };
+    FactFiscalCalculator.prototype.getDatesByYearQuarter = function (params) {
+        var _a;
+        if (!this.didResolve)
+            this.resolve();
+        this.didResolve = true;
+        return (_a = this.datesByFiscals.get("".concat(params.year, "_").concat(params.quarter))) !== null && _a !== void 0 ? _a : null;
+    };
+    FactFiscalCalculator.prototype.getFiscalYearQuarter = function (params) {
+        var dateStr = params.dateStr, _a = params.endDateByYear, endDateByYear = _a === void 0 ? this.endDateByYear : _a;
+        if (this.fiscalsByEndDate.has(dateStr)) {
+            return this.fiscalsByEndDate.get(dateStr);
+        }
+        var fiscals = FactFiscalCalculator.getFiscalYearQuarter({ dateStr: dateStr, endDateByYear: endDateByYear });
+        this.fiscalsByEndDate.set(dateStr, fiscals);
+        return fiscals;
+    };
+    FactFiscalCalculator.getFiscalYearQuarter = function (params) {
+        var dateStr = params.dateStr, endDateByYear = params.endDateByYear;
+        if (endDateByYear.size === 0) {
+            throw new Error('No annual report dates provided');
+        }
+        var getYearEndDate = function (year) {
+            var _a;
+            var YEAR_MS = 31536000000;
+            var date = endDateByYear.get(year);
+            var datePrev = endDateByYear.get(year - 1);
+            var dateNext = endDateByYear.get(year + 1);
+            if (date)
+                return date;
+            if (datePrev)
+                return new Date(datePrev.getTime() + YEAR_MS);
+            if (dateNext)
+                return new Date(dateNext.getTime() - YEAR_MS);
+            var prevKnownYear = Math.max.apply(Math, Array.from(endDateByYear.keys()));
+            var prevKnownDate = endDateByYear.get(prevKnownYear);
+            var years = (year - prevKnownYear) * YEAR_MS;
+            return new Date(((_a = prevKnownDate === null || prevKnownDate === void 0 ? void 0 : prevKnownDate.getTime()) !== null && _a !== void 0 ? _a : 0) + years);
+        };
+        var getDaysBefore = function (dateA, dateB) {
+            return (dateB.getTime() - dateA.getTime()) / 86400000;
+        };
+        var getFiscalQuarter = function (daysBeforeYearEnd) {
+            var quarter = 1;
+            if (daysBeforeYearEnd < 45) {
+                quarter = 4;
+            }
+            else if (daysBeforeYearEnd < 135) {
+                quarter = 3;
+            }
+            else if (daysBeforeYearEnd < 225) {
+                quarter = 2;
+            }
+            return quarter;
+        };
+        var yearQuarter = Number(dateStr.split('-')[0]);
+        var dateQuarter = new Date(dateStr);
+        var yearEndDate = getYearEndDate(yearQuarter);
+        var daysBefore = getDaysBefore(dateQuarter, yearEndDate);
+        var isCurFiscalYear = daysBefore > -30;
+        var fiscalYear = isCurFiscalYear ? yearQuarter : yearQuarter + 1;
+        var fiscalYearEndDate = isCurFiscalYear ? yearEndDate : getYearEndDate(fiscalYear);
+        var daysFromYearEnd = (fiscalYearEndDate.getTime() - dateQuarter.getTime()) / 86400000;
+        var quarter = getFiscalQuarter(daysFromYearEnd);
+        return { quarter: quarter, year: fiscalYear };
+    };
+    return FactFiscalCalculator;
+}());
+exports.default = FactFiscalCalculator;

package/build/services/ReportBuilder/FactPeriodResolver.d.ts

@@ -0,0 +1,44 @@
+import { FiscalPeriod } from '../../types/report-raw.type';
+export default class FactPeriodResolver {
+    /** Values for each quarter [numQ1, numQ2, numQ3, numQ4] */
+    private readonly valueByQuarterByPropertyByYear;
+    /** Same as by quarter but string values */
+    private readonly valueByQuarterByPropertyByYearString;
+    /** Value sums (each includes sum of previous quarter). last el used for annual report. [sumQ1, sumQ2, sumQ3, sumFY] */
+    private readonly sumByQuarterByPropertyByYear;
+    /** Which properties have a range that need to be resolved to get quarterly value */
+    private readonly propertiesResolvableByYear;
+    /** all properties present for each year */
+    private readonly propertiesByYear;
+    /** prevent values from being added multiple times */
+    private readonly resolvedValues;
+    private readonly cik;
+    constructor(args: {
+        cik: number;
+    });
+    private getOrSetBucketArr;
+    private addPropertyByYear;
+    resolveValues(propertyName: string, year: number): void;
+    get(propertyName: string, year: number, fiscalPeriod: FiscalPeriod): number | undefined;
+    private getPropertyBuckets;
+    private getPeriod;
+    private getOrSetReport;
+    add(params: {
+        year: number;
+        quarter: number;
+        start?: string;
+        end: string;
+        value: number | string;
+        name: string;
+        dateReport: string;
+        dateFiled: string;
+    }): void;
+    private readonly unresolvedReports;
+    private buildUnresolvedReports;
+    forEach(callback: (params: {
+        year: number;
+        fiscalPeriod: FiscalPeriod;
+        propertyName: string;
+        value: number | string;
+    }) => void): void;
+}