sec-edgar-api 0.3.3 → 0.4.0

package/build/services/HtmlTableExtractor/HtmlTableExtractor.js

@@ -0,0 +1,430 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+var HtmlTableExtractor = /** @class */ (function () {
+    function HtmlTableExtractor() {
+    }
+    HtmlTableExtractor.prototype.extractTables = function (html, options) {
+        var _a, _b;
+        var tablesOpen = [];
+        var tableIndex = -1;
+        var htmlBefore = '';
+        var tablesData = [];
+        for (var i = 0; i < html.length; i++) {
+            var isTableStart = html.substring(i, i + 6).toLowerCase() === '<table';
+            var isTableEnd = html.substring(i - 7, i + 1).toLowerCase() === '</table>';
+            var parentTable = tablesOpen[tablesOpen.length - 1];
+            if (isTableStart) {
+                tableIndex++;
+                tablesOpen.push({
+                    tableIndex: tableIndex,
+                    parentTableIndex: (_a = parentTable === null || parentTable === void 0 ? void 0 : parentTable.tableIndex) !== null && _a !== void 0 ? _a : null,
+                    childTableIndexes: [],
+                    positionStart: i,
+                    positionEnd: -1,
+                    htmlBefore: htmlBefore,
+                    html: '',
+                    rows: [],
+                });
+                parentTable === null || parentTable === void 0 ? void 0 : parentTable.childTableIndexes.push(tableIndex);
+                htmlBefore = '';
+            }
+            if (tablesOpen.length === 0) {
+                htmlBefore += html[i];
+            }
+            for (var a = tablesOpen.length - 1; a >= 0; a--) {
+                tablesOpen[a].html += html[i];
+            }
+            if (isTableEnd && tablesOpen.length > 0) {
+                tablesOpen[tablesOpen.length - 1].positionEnd = i;
+                var tableData = tablesOpen.pop();
+                // tablesData[tableData.tableIndex] = tableData
+                tablesData.push(tableData);
+            }
+        }
+        this.addTableCells(tablesData);
+        this.addTableCellValues(tablesData, options);
+        this.addMissingNameCol(tablesData);
+        if ((_b = options === null || options === void 0 ? void 0 : options.removeEmptyColumns) !== null && _b !== void 0 ? _b : true) {
+            this.removeEmptyColumns(tablesData);
+        }
+        this.mergeHeaderRows(tablesData);
+        return tablesData.filter(Boolean);
+    };
+    HtmlTableExtractor.prototype.mergeHeaderRows = function (tables) {
+        var _a;
+        for (var _i = 0, tables_1 = tables; _i < tables_1.length; _i++) {
+            var table = tables_1[_i];
+            var bodyRowIndex = table.rows.findIndex(function (row) { return row.some(function (col) { return !col.isHeaderRowCell; }); });
+            var headerRowIndex = bodyRowIndex - 1;
+            var bodyRow = table.rows[bodyRowIndex];
+            var headerRow = table.rows[headerRowIndex];
+            if (!bodyRow || headerRowIndex < 0)
+                continue;
+            for (var i = 0; i < bodyRow.length; i++) {
+                var headerCol = headerRow[i];
+                var bodyCol = bodyRow[i];
+                if (!headerCol || !bodyCol)
+                    continue;
+                headerCol.valueParsed = (_a = bodyCol.headerCol) !== null && _a !== void 0 ? _a : headerCol === null || headerCol === void 0 ? void 0 : headerCol.valueParsed;
+            }
+        }
+    };
+    HtmlTableExtractor.prototype.removeEmptyColumns = function (tables) {
+        var _a;
+        var _loop_1 = function (table) {
+            var emptyColumns = new Set();
+            var _loop_2 = function (c) {
+                var isAllEmpty = table.rows.every(function (row) { var _a, _b; return ((_a = row[c]) === null || _a === void 0 ? void 0 : _a.valueParsed) === null || ((_b = row[c]) === null || _b === void 0 ? void 0 : _b.isHeaderRowCell); });
+                if (isAllEmpty) {
+                    emptyColumns.add(c);
+                }
+            };
+            for (var c = 0; c < ((_a = table.rows[0]) === null || _a === void 0 ? void 0 : _a.length); c++) {
+                _loop_2(c);
+            }
+            for (var r = 0; r < table.rows.length; r++) {
+                var row = table.rows[r];
+                table.rows[r] = row.filter(function (_, i) { return !emptyColumns.has(i); });
+            }
+            table.rows = table.rows.filter(function (row) { return row.some(function (col) { return col.valueParsed !== null; }); });
+        };
+        for (var _i = 0, tables_2 = tables; _i < tables_2.length; _i++) {
+            var table = tables_2[_i];
+            _loop_1(table);
+        }
+        return tables;
+    };
+    HtmlTableExtractor.prototype.addTableCells = function (tables) {
+        if (tables.length === 0)
+            return;
+        var tablesByIndex = new Map(tables.map(function (t) { return [t.tableIndex, t]; }));
+        tablesByIndex.forEach(function (table) {
+            var _a, _b;
+            var skipIndexMap = new Map(table.childTableIndexes.map(function (childIndex) {
+                var _a, _b;
+                var child = tablesByIndex.get(childIndex);
+                return [
+                    ((_a = child === null || child === void 0 ? void 0 : child.positionStart) !== null && _a !== void 0 ? _a : 0) - table.positionStart,
+                    ((_b = child === null || child === void 0 ? void 0 : child.positionEnd) !== null && _b !== void 0 ? _b : 0) - table.positionStart,
+                ];
+            }));
+            var grid = [];
+            var isInCell = false;
+            var isInCellAtts = false;
+            var cellAtts = '';
+            var cellHTML = '';
+            var rowIndex = -1;
+            var tableCellIndex = -1;
+            var createCell = function (html, atts) {
+                var _a, _b, _c, _d, _e, _f;
+                var attributePairs = atts
+                    .toLowerCase()
+                    .split(' ')
+                    .map(function (att) { return att.split('='); });
+                var rowSpan = Number((_b = (_a = attributePairs.find(function (_a) {
+                    var key = _a[0];
+                    return key === 'rowspan';
+                })) === null || _a === void 0 ? void 0 : _a[1]) === null || _b === void 0 ? void 0 : _b.replace(/[^0-9]/g, '')) || 1;
+                var colSpan = Number((_d = (_c = attributePairs.find(function (_a) {
+                    var key = _a[0];
+                    return key === 'colspan';
+                })) === null || _c === void 0 ? void 0 : _c[1]) === null || _d === void 0 ? void 0 : _d.replace(/[^0-9]/g, '')) || 1;
+                var cell = {
+                    attributes: atts.length > 4 ? atts.substring(4, atts.length - 1) : '',
+                    html: html,
+                    colSpan: colSpan,
+                    rowSpan: rowSpan,
+                    tableCellIndex: tableCellIndex,
+                    rowIndex: rowIndex,
+                    colIndex: -1,
+                    isHeaderRowCell: false,
+                    isBodyTitleRowCell: false,
+                    valueParsed: null,
+                    headerCol: null,
+                    headerRowIndex: null,
+                };
+                // const hasCopies = cell.colSpan > 1 || cell.rowSpan > 1
+                var curRow = (_e = grid[rowIndex]) !== null && _e !== void 0 ? _e : [];
+                var nextEmptyCellIndex = curRow.findIndex(function (cell) { return !cell; });
+                var idxStart = nextEmptyCellIndex === -1 ? curRow.length : nextEmptyCellIndex;
+                for (var r = rowIndex; r < rowIndex + rowSpan; r++) {
+                    grid[r] = (_f = grid[r]) !== null && _f !== void 0 ? _f : [];
+                    for (var c = idxStart; c < idxStart + colSpan; c++) {
+                        cell.colIndex = cell.colIndex > -1 ? cell.colIndex : c;
+                        grid[r][c] = cell;
+                    }
+                }
+            };
+            for (var i = 0; i < table.html.length; i++) {
+                var skipIndex = (_a = skipIndexMap.get(i)) !== null && _a !== void 0 ? _a : null;
+                if (skipIndex) {
+                    cellHTML += table.html.substring(i, skipIndex + 1);
+                    i = skipIndex;
+                    continue;
+                }
+                var prev5Chars = table.html.substring(i - 4, i + 1).toLowerCase();
+                var next3Chars = table.html.substring(i, i + 3).toLowerCase();
+                var isCellAttsStart = ['<td', '<th'].includes(next3Chars);
+                var isSelfEnclosed = isInCellAtts && table.html[i - 1] === '/' && table.html[i] === '>';
+                var isCellAttsEnd = (isInCell && table.html[i] === '>') || isSelfEnclosed;
+                var isCellEnd = ['</td>', '</th>'].includes(prev5Chars);
+                var isRowStart = next3Chars === '<tr';
+                if (isRowStart) {
+                    rowIndex++;
+                    grid[rowIndex] = (_b = grid[rowIndex]) !== null && _b !== void 0 ? _b : [];
+                }
+                if (isCellAttsStart) {
+                    tableCellIndex++;
+                    isInCell = true;
+                    isInCellAtts = true;
+                }
+                if (isInCellAtts) {
+                    cellAtts += table.html[i];
+                }
+                if (isInCell) {
+                    cellHTML += table.html[i];
+                }
+                if (isCellAttsEnd) {
+                    isInCellAtts = false;
+                }
+                if (isCellEnd || isSelfEnclosed) {
+                    isInCell = false;
+                    isInCellAtts = false;
+                    createCell(cellHTML, cellAtts);
+                    cellHTML = '';
+                    cellAtts = '';
+                }
+            }
+            table.rows = grid;
+        });
+    };
+    HtmlTableExtractor.prototype.addMissingNameCol = function (tables) {
+        var _a, _b;
+        var _loop_3 = function (table) {
+            var bodyIndex = table.rows.findIndex(function (row) { return row.some(function (col) { return !col.isHeaderRowCell; }); });
+            // get the first column index that has a value
+            var firstPopulatedColIndex = Infinity;
+            for (var i = bodyIndex; i < table.rows.length; i++) {
+                var row = table.rows[i];
+                if (!row)
+                    continue;
+                var populatedIndex = row.findIndex(function (col) { return col === null || col === void 0 ? void 0 : col.valueParsed; });
+                var isFirstPopulatedIndex = populatedIndex > -1 && populatedIndex < firstPopulatedColIndex;
+                if (isFirstPopulatedIndex)
+                    firstPopulatedColIndex = populatedIndex;
+                if (firstPopulatedColIndex === 0)
+                    break;
+            }
+            var shouldAddName = table.rows.some(function (row) {
+                var firstCol = row[firstPopulatedColIndex];
+                var headerCol = firstCol === null || firstCol === void 0 ? void 0 : firstCol.headerCol;
+                // skip if the first column has a header col, or if there is no header row
+                if (!firstCol || headerCol || firstCol.headerRowIndex === null) {
+                    return false;
+                }
+                // if the first col is a string, assume it's a name
+                return typeof (firstCol === null || firstCol === void 0 ? void 0 : firstCol.valueParsed) === 'string';
+            });
+            if (shouldAddName) {
+                for (var _c = 0, _d = table.rows; _c < _d.length; _c++) {
+                    var row = _d[_c];
+                    var col = row[firstPopulatedColIndex];
+                    if (!col)
+                        continue;
+                    var isEmptyRow = row.every(function (col) { return (col === null || col === void 0 ? void 0 : col.valueParsed) === null; });
+                    // for header rows, add to valueParsed, body rows, set headerCol
+                    if (!isEmptyRow && col.isHeaderRowCell) {
+                        col.valueParsed = (_a = col.valueParsed) !== null && _a !== void 0 ? _a : '[name]';
+                    }
+                    else if (!col.isHeaderRowCell) {
+                        col.headerCol = (_b = col.headerCol) !== null && _b !== void 0 ? _b : '[name]';
+                    }
+                }
+            }
+        };
+        for (var _i = 0, tables_3 = tables; _i < tables_3.length; _i++) {
+            var table = tables_3[_i];
+            _loop_3(table);
+        }
+    };
+    HtmlTableExtractor.prototype.addTableCellValues = function (tables, options) {
+        var _this = this;
+        var _a, _b;
+        var getHeaderRowIndexDefault = function (data) {
+            var rows = data.rows;
+            var bodyIndex = rows.findIndex(function (row, r) {
+                var _a;
+                var prevRow = (_a = rows[r - 1]) !== null && _a !== void 0 ? _a : [];
+                var hadUnderlines = prevRow.some(function (col) { return col.attributes.includes('border') && col.attributes.includes('bottom'); });
+                var hasUnderline = row.some(function (col) { return col.attributes.includes('border') && col.attributes.includes('bottom'); });
+                if (hadUnderlines && !hasUnderline) {
+                    return true;
+                }
+                return row.some(function (col) {
+                    var valueParsed = _this.parseValue(col.html, options);
+                    var isNumber = typeof valueParsed === 'number';
+                    var isYear = isNumber && valueParsed > 1900 && valueParsed < 2100;
+                    var isCol = isNumber && !isYear;
+                    return isCol;
+                });
+            });
+            return bodyIndex - 1;
+        };
+        var getHeaderRowIndexCb = (_a = options === null || options === void 0 ? void 0 : options.getHeaderRowIndex) !== null && _a !== void 0 ? _a : getHeaderRowIndexDefault;
+        var getHeaderRowIndex = function (data) {
+            return Math.max(getHeaderRowIndexCb(data), -1);
+        };
+        var getNextCell = function (row, colIndex) {
+            var startingCol = row[colIndex];
+            for (var i = colIndex; i < row.length; i++) {
+                if (!row[i])
+                    continue;
+                if (row[i].tableCellIndex !== (startingCol === null || startingCol === void 0 ? void 0 : startingCol.tableCellIndex)) {
+                    return row[i];
+                }
+            }
+            return null;
+        };
+        var completedCells = new Set();
+        var _loop_4 = function (table) {
+            var headerRowIndex = getHeaderRowIndex({ rows: table.rows, table: table });
+            var _loop_5 = function (rowIndex) {
+                var row = table.rows[rowIndex];
+                if (!row)
+                    return "continue";
+                var countUniqueCells = new Set(row.map(function (c) { return c.tableCellIndex; })).size;
+                // skip titles in the middle of the body
+                var isBodyTitleRow = rowIndex > headerRowIndex && countUniqueCells === 1 && ((_b = row[0]) === null || _b === void 0 ? void 0 : _b.colSpan) > 0;
+                var isHeaderRow = rowIndex <= headerRowIndex;
+                var headerByIndex = new Map();
+                var getHeaderCol = function (c) {
+                    var _a, _b, _c, _d, _e;
+                    if (headerByIndex.has(c)) {
+                        return (_a = headerByIndex.get(c)) !== null && _a !== void 0 ? _a : null;
+                    }
+                    if (isHeaderRow) {
+                        return null;
+                    }
+                    for (var r = 0; r <= headerRowIndex; r++) {
+                        var row_1 = table.rows[r];
+                        if (!row_1)
+                            continue;
+                        for (var c_1 = 0; c_1 < row_1.length; c_1++) {
+                            var col = (_c = (_b = row_1[c_1]) !== null && _b !== void 0 ? _b : row_1[c_1 - 1]) !== null && _c !== void 0 ? _c : row_1[c_1 + 1];
+                            if (!col)
+                                continue;
+                            var headerCurrent = (_d = headerByIndex.get(c_1)) !== null && _d !== void 0 ? _d : '';
+                            var value = headerCurrent.endsWith("".concat(col.valueParsed || ''))
+                                ? headerCurrent
+                                : "".concat(headerCurrent, " ").concat(col.valueParsed || '').trim();
+                            headerByIndex.set(c_1, value);
+                        }
+                    }
+                    return (_e = headerByIndex.get(c)) !== null && _e !== void 0 ? _e : null;
+                };
+                for (var colIndex = 0; colIndex < row.length; colIndex++) {
+                    var cell = row[colIndex];
+                    if (completedCells.has(cell) || !cell) {
+                        continue;
+                    }
+                    cell.headerRowIndex = headerRowIndex > -1 ? headerRowIndex : null;
+                    cell.isBodyTitleRowCell = isBodyTitleRow;
+                    cell.isHeaderRowCell = isHeaderRow;
+                    // sometimes there is a rogue percent sign that is not in a column, so we need to check the next column
+                    var nextCell = getNextCell(row, colIndex);
+                    // const isMissingPercentSign =
+                    // 	nextCell?.html.includes('%') && this.parseValue(nextCell?.html) === null
+                    var isMissingParenthesis = (nextCell === null || nextCell === void 0 ? void 0 : nextCell.html.includes(')')) && cell.html.includes('(') && !cell.html.includes(')');
+                    var colValue = isMissingParenthesis ? "".concat(cell.html.trim(), ")") : cell.html.trim();
+                    // colValue = isMissingPercentSign ? `${colValue}` : colValue
+                    colValue = this_1.parseValue(colValue, options);
+                    colValue = typeof colValue === 'string' ? colValue.replace(/\s+/g, ' ') : colValue;
+                    // add parsed value
+                    cell.valueParsed = colValue;
+                    cell.headerCol = getHeaderCol(colIndex);
+                    completedCells.add(cell);
+                }
+            };
+            for (var rowIndex = 0; rowIndex < table.rows.length; rowIndex++) {
+                _loop_5(rowIndex);
+            }
+        };
+        var this_1 = this;
+        for (var _i = 0, tables_4 = tables; _i < tables_4.length; _i++) {
+            var table = tables_4[_i];
+            _loop_4(table);
+        }
+    };
+    HtmlTableExtractor.prototype.stripHtml = function (str, options) {
+        var _a = (options !== null && options !== void 0 ? options : {}).tagsToExclude, tagsToExclude = _a === void 0 ? [] : _a;
+        var strNew = str;
+        if (tagsToExclude.length > 0) {
+            strNew = '';
+            var _loop_6 = function (i) {
+                var char = str[i];
+                if (char !== '<') {
+                    strNew += char;
+                    return out_i_1 = i, "continue";
+                }
+                var matchedTag = tagsToExclude.find(function (tag) { return str.substring(i, i + tag.length + 1).toLowerCase() === "<".concat(tag); });
+                if (!matchedTag) {
+                    strNew += char;
+                    return out_i_1 = i, "continue";
+                }
+                var endTag = "</".concat(matchedTag, ">");
+                var endTagIndex = str.indexOf(endTag, i);
+                if (endTagIndex > -1) {
+                    i = endTagIndex + endTag.length - 1;
+                }
+                out_i_1 = i;
+            };
+            var out_i_1;
+            for (var i = 0; i < str.length; i++) {
+                _loop_6(i);
+                i = out_i_1;
+            }
+        }
+        return strNew.replace(/<.*?>/gm, '');
+    };
+    HtmlTableExtractor.prototype.parseValue = function (str, options) {
+        var _a;
+        if (str === null)
+            return null;
+        if (typeof str === 'number')
+            return str;
+        var _b = options !== null && options !== void 0 ? options : {}, _c = _b.stripHtml, stripHtml = _c === void 0 ? true : _c, _d = _b.tagsToExclude, tagsToExclude = _d === void 0 ? [] : _d, _e = _b.stripParenthesis, stripParenthesis = _e === void 0 ? false : _e;
+        var strNew = stripHtml ? this.stripHtml(str, { tagsToExclude: tagsToExclude }) : str;
+        var text = strNew
+            .replace(/&#160;|&nbsp;|\n/g, ' ')
+            .replace(/&#174;|&#9744;/g, '')
+            .replace(/&#8211;|&#8212;|&#x2014;|&#151;/g, '-')
+            .replace(/&#8217;|&#8220;|&#8221;|&rsquo;/g, "'");
+        if (stripParenthesis) {
+            text = text.replace(/\(.*?\)/g, '');
+        }
+        text = text
+            .replace(/\s+/, ' ')
+            .replace(/&([a-z0-9]+|#[0-9]{1,6}|#x[0-9a-fA-F]{1,6});/g, ' ')
+            .trim();
+        if (str.replace(/&#8211;|&#8212;|&#x2014;/g, '-') === '-')
+            return '-';
+        if (text === '')
+            return null;
+        var colNum = text.replace(/,|\(|\)|%/g, '').trim();
+        if (colNum === '-' || colNum === '$')
+            return null;
+        colNum = colNum.replace(/-|\$/g, '');
+        var hasNumBeforeParenthesis = Boolean(/\d+\s*(?=\()/.test(text));
+        colNum = hasNumBeforeParenthesis ? (_a = colNum.split(' ')[0]) === null || _a === void 0 ? void 0 : _a.trim() : colNum;
+        if (!isNaN(Number(colNum))) {
+            if (text.includes('%'))
+                return text.replace(/[^a-zA-Z\d\s:]/g, '') === '' ? null : text;
+            return (text.trim().includes('(') && !hasNumBeforeParenthesis) || text.includes('-')
+                ? Number(colNum) * -1
+                : Number(colNum);
+        }
+        return text;
+    };
+    return HtmlTableExtractor;
+}());
+exports.default = HtmlTableExtractor;

package/build/services/HtmlTableExtractor/index.d.ts

@@ -0,0 +1,2 @@
+import HtmlTableExtractor from './HtmlTableExtractor';
+export default HtmlTableExtractor;

package/build/services/HtmlTableExtractor/index.js

@@ -0,0 +1,4 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+var HtmlTableExtractor_1 = require("./HtmlTableExtractor");
+exports.default = HtmlTableExtractor_1.default;

package/build/services/ReportParser/ReportParser.d.ts

@@ -8,7 +8,7 @@ interface ReportParserArgs {
     propertyResolver?: PropertyResolver;
     keyTranslator?: Record<string, string[]>;
 }
-type TranslateRawReportsCallback<T> = (report: T extends undefined ? ReportTranslated : Record<keyof T, string | number>, reportRaw: ReportRaw, keyTranslator: T) => any;
+type TranslateRawReportsCallback<T> = (report: T extends undefined ? ReportTranslated : Record<keyof T, string | number>, reportRaw: ReportRaw, keyTranslator: T) => ReportTranslated | ReportRaw | Record<string, string | number | null>;
 /**
  * Takes company facts data from the SEC and translates them to reports as json objects.
  */

package/build/services/ReportParser/ReportWrapper.js

@@ -32,7 +32,7 @@ var ReportWrapper = /** @class */ (function (_super) {
             url: report.url,
             dateFiled: report.dateFiled,
             dateReport: report.dateReport,
-            fiscalPeriod: (_a = report.fiscalPeriod) !== null && _a !== void 0 ? _a : '',
+            fiscalPeriod: ((_a = report.fiscalPeriod) !== null && _a !== void 0 ? _a : ''),
             fiscalYear: report.fiscalYear,
             splitRatio: null,
             splitDate: null,

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

@@ -20,7 +20,6 @@ export default class FactFiscalCalculator {
     add(fact: {
         end: string;
         filed: string;
-        frame?: string;
     }): void;
     private getDaysBefore;
     setReportDates(params: SetReportDatesParams): void;

package/build/services/ReportRawBuilder/FactFiscalCalculator.js

@@ -16,7 +16,7 @@ var FactFiscalCalculator = /** @class */ (function () {
     }
     FactFiscalCalculator.prototype.add = function (fact) {
         var _a, _b, _c;
-        var end = fact.end, filed = fact.filed, frame = fact.frame;
+        var end = fact.end, filed = fact.filed;
         if (this.didResolve) {
             throw new Error('Cannot add fact after resolving');
         }

package/build/services/ReportRawBuilder/FactGrouper.d.ts

@@ -8,6 +8,7 @@ export default class FactGrouper {
     private preferFirstValue;
     private createFactGroup;
     private createGroupKey;
+    private toValue;
     /**
      * Map structure { 2022_Q3: { name: ... } }. NOTE: Does not include fiscal year report key.
      * All groups contain both trailing and period values, so use trailing from Q4 to get FY values.

package/build/services/ReportRawBuilder/FactGrouper.js

@@ -28,14 +28,17 @@ var FactGrouper = /** @class */ (function () {
         var fiscalYear = params.fiscalYear, quarter = params.quarter, name = params.name;
         return "".concat(fiscalYear, "_").concat(quarter, "_").concat(name);
     };
+    FactGrouper.prototype.toValue = function (value) {
+        return !isNaN(value) ? Number(value) : value || null;
+    };
     /**
      * Map structure { 2022_Q3: { name: ... } }. NOTE: Does not include fiscal year report key.
      * All groups contain both trailing and period values, so use trailing from Q4 to get FY values.
      */
     FactGrouper.prototype.buildFactGroupsByReportKey = function (params) {
         var _this = this;
-        var _a, _b, _c;
-        var facts = params.facts, cik = params.cik, fiscalCalculator = params.fiscalCalculator, resolvePeriodValues = params.resolvePeriodValues, _d = params.generateMissingGroups, generateMissingGroups = _d === void 0 ? false : _d, splits = params.splits;
+        var _a, _b, _c, _d;
+        var facts = params.facts, cik = params.cik, fiscalCalculator = params.fiscalCalculator, resolvePeriodValues = params.resolvePeriodValues, _e = params.generateMissingGroups, generateMissingGroups = _e === void 0 ? false : _e, splits = params.splits;
         // min and max year will be used to sort the reports
         var minYear = 0;
         var maxYear = 9999;
@@ -48,8 +51,8 @@ var FactGrouper = /** @class */ (function () {
         // Create groups from facts.
         for (var _i = 0, facts_1 = facts; _i < facts_1.length; _i++) {
             var fact = facts_1[_i];
-            var _e = fiscalCalculator.getFiscalYearQuarter({ dateStr: fact.end }), quarter = _e.quarter, year = _e.year;
-            var _f = (_a = fiscalCalculator.getDatesByYearQuarter({ quarter: quarter, year: year })) !== null && _a !== void 0 ? _a : {}, _g = _f.end, reportEnd = _g === void 0 ? '' : _g, _h = _f.filed, reportFiled = _h === void 0 ? '' : _h;
+            var _f = fiscalCalculator.getFiscalYearQuarter({ dateStr: fact.end }), quarter = _f.quarter, year = _f.year;
+            var _g = (_a = fiscalCalculator.getDatesByYearQuarter({ quarter: quarter, year: year })) !== null && _a !== void 0 ? _a : {}, _h = _g.end, reportEnd = _h === void 0 ? '' : _h, _j = _g.filed, reportFiled = _j === void 0 ? '' : _j;
             var groupKey = this.createGroupKey({ fiscalYear: year, quarter: quarter, name: fact.name });
             if (year < minYear)
                 minYear = year;
@@ -59,7 +62,7 @@ var FactGrouper = /** @class */ (function () {
             var period = periodResolver.getPeriod(fact);
             var isPeriodFact = period <= 3;
             var isTrailingFact = period > 3 || (isPeriodFact && quarter === 1);
-            var factValue = Number(fact.value);
+            var factValue = this.toValue(fact.value);
             // if no group exists, create from fact
             if (!factGroupByKey.has(groupKey)) {
                 var group_1 = this.createFactGroup({
@@ -79,9 +82,12 @@ var FactGrouper = /** @class */ (function () {
                     valuePeriodLast: isPeriodFact ? factValue : null,
                     valueTrailingFirst: isTrailingFact ? factValue : null,
                     valueTrailingLast: isTrailingFact ? factValue : null,
-                    values: [factValue],
+                    values: [],
                     facts: [fact],
                 });
+                if (factValue !== null) {
+                    group_1.values.push(factValue);
+                }
                 accnByFiled.set(fact.filed, (_b = fact.accn) !== null && _b !== void 0 ? _b : '');
                 unitByPropertyName.set(fact.name, fact.unit);
                 factGroupByKey.set(groupKey, group_1);
@@ -94,11 +100,11 @@ var FactGrouper = /** @class */ (function () {
             group.endLast = fact.end > group.endLast ? fact.end : group.endLast;
             group.filedFirst = fact.filed < group.filedFirst ? fact.filed : group.filedFirst;
             group.filedLast = fact.filed > group.filedLast ? fact.filed : group.filedLast;
-            if (!group.values.includes(factValue)) {
+            if (factValue !== null && !group.values.includes(factValue)) {
                 group.values.push(factValue);
             }
-            if (!group.accn && periodResolver.isOriginalFiling({ end: fact.end, filed: fact.filed })) {
-                group.accn = (_c = fact.accn) !== null && _c !== void 0 ? _c : '';
+            if (periodResolver.isOriginalFiling({ end: fact.end, filed: fact.filed })) {
+                group.accn = (_d = (_c = fact.accn) !== null && _c !== void 0 ? _c : group.accn) !== null && _d !== void 0 ? _d : '';
                 accnByFiled.set(fact.filed, group.accn);
             }
             if (isPeriodFact) {
@@ -139,24 +145,26 @@ var FactGrouper = /** @class */ (function () {
                 var period = FactPeriodResolver_1.default.getPeriod(fact);
                 return fact.value === preferredValueTrailing && (period > 3 || period === 0);
             });
-            if (selectedFactPeriod) {
+            var valuePeriod = _this.toValue((_a = group.valueSplitAdjustedPeriod) !== null && _a !== void 0 ? _a : preferredValuePeriod);
+            var valueTrailing = _this.toValue((_b = group.valueSplitAdjustedTrailing) !== null && _b !== void 0 ? _b : preferredValueTrailing);
+            if (selectedFactPeriod && valuePeriod !== null) {
                 periodResolver.add({
                     end: selectedFactPeriod.end,
                     filed: selectedFactPeriod.filed,
                     name: selectedFactPeriod.name,
                     quarter: group.quarter,
-                    value: Number((_a = group.valueSplitAdjustedPeriod) !== null && _a !== void 0 ? _a : preferredValuePeriod),
+                    value: valuePeriod,
                     year: group.fiscalYear,
                     start: selectedFactPeriod.start,
                 });
             }
-            if (selectedFactTrailing) {
+            if (selectedFactTrailing && valueTrailing !== null) {
                 periodResolver.add({
                     end: selectedFactTrailing.end,
                     filed: selectedFactTrailing.filed,
                     name: selectedFactTrailing.name,
                     quarter: group.quarter,
-                    value: Number((_b = group.valueSplitAdjustedTrailing) !== null && _b !== void 0 ? _b : preferredValueTrailing),
+                    value: valueTrailing,
                     year: group.fiscalYear,
                     start: selectedFactTrailing.start,
                 });

package/build/services/ReportRawBuilder/FactSplitAdjuster.js

@@ -150,20 +150,30 @@ var FactSplitAdjuster = /** @class */ (function () {
      * Splits can be filed multiple times throughout different reports.
      */
     FactSplitAdjuster.prototype.didApplySplit = function (params) {
-        var isShareRatio = params.isShareRatio, factGroup = params.factGroup, split = params.split, isTrailing = params.isTrailing, _a = params.useOppositePeriodFallback, useOppositePeriodFallback = _a === void 0 ? true : _a;
+        var _a;
+        var isShareRatio = params.isShareRatio, factGroup = params.factGroup, split = params.split, isTrailing = params.isTrailing, _b = params.useOppositePeriodFallback, useOppositePeriodFallback = _b === void 0 ? true : _b;
         var splitVal = split.splitRatio;
-        if (!splitVal)
+        // string values are not adjusted
+        if (typeof ((_a = factGroup.valuePeriodFirst) !== null && _a !== void 0 ? _a : factGroup.valueTrailingFirst) === 'string') {
             return true;
-        // these first two criteria will take care of the majority of cases...
+        }
+        // can't apply split values of 0 or null
+        if (!splitVal) {
+            return true;
+        }
+        // these two criteria will take care of the majority of cases where the fact was not filed in
+        // the window of the first and last filing of the split
         if (factGroup.filedFirst > split.filedLast) {
             return true;
         }
         if (factGroup.filedLast < split.filedFirst) {
             return false;
         }
+        // fact that is being used as the group value
         var resolvedFact = factGroup.facts.find(function (f) {
             return isTrailing ? f.value === factGroup.valueTrailingFirst : f.value === factGroup.valuePeriodFirst;
         });
+        // if resolved fact not found, try checking trailing or period (whichever is not the current one)
         if (!resolvedFact && useOppositePeriodFallback) {
             return this.didApplySplit(__assign(__assign({}, params), { isTrailing: !isTrailing, useOppositePeriodFallback: false }));
         }
@@ -185,10 +195,10 @@ var FactSplitAdjuster = /** @class */ (function () {
                 return isAdjusted;
             }
         }
-        if ((resolvedFact === null || resolvedFact === void 0 ? void 0 : resolvedFact.filed) > split.filedLast) {
+        if ((resolvedFact === null || resolvedFact === void 0 ? void 0 : resolvedFact.filed) && resolvedFact.filed > split.filedLast) {
             return true;
         }
-        if ((resolvedFact === null || resolvedFact === void 0 ? void 0 : resolvedFact.filed) < split.filedFirst) {
+        if ((resolvedFact === null || resolvedFact === void 0 ? void 0 : resolvedFact.filed) && resolvedFact.filed < split.filedFirst) {
             return false;
         }
         // // if the filed date of the fact overlaps with the filed date of the split, try comparing the end dates
@@ -196,12 +206,12 @@ var FactSplitAdjuster = /** @class */ (function () {
             return false;
         }
         // if we still don't know, see if the split value puts us closer to the last known value or further
-        if (factGroup.valuePeriodLast !== null) {
+        if (typeof factGroup.valuePeriodLast === 'number') {
             var val = this.getGroupValue(factGroup, isTrailing);
             var valueWithSplit = isShareRatio ? val / splitVal : val * splitVal;
             return Math.abs(factGroup.valuePeriodLast - val) < Math.abs(factGroup.valuePeriodLast - valueWithSplit);
         }
-        if (factGroup.valueTrailingLast !== null) {
+        if (typeof factGroup.valueTrailingLast === 'number') {
             var val = this.getGroupValue(factGroup, isTrailing);
             var valueWithSplit = isShareRatio ? val / splitVal : val * splitVal;
             return Math.abs(factGroup.valueTrailingLast - val) < Math.abs(factGroup.valueTrailingLast - valueWithSplit);

package/build/services/ReportRawBuilder/ReportRawBuilder.d.ts

@@ -31,6 +31,7 @@ export default class ReportRawBuilder {
         factGroupsByReportKey: Map<string, FactGroup[]>;
         fiscalCalculator: FactFiscalCalculator;
         splits?: SplitData[];
+        accessionByYearQuarter?: Map<string, string>;
         minYear: number;
         maxYear: number;
         cik: number;