sec-edgar-api 0.5.11 → 1.0.0

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Files changed (5) hide show
  1. package/build/services/DocumentParser/parsers/parse-insider-transaction.d.ts +1 -1
  2. package/build/services/DocumentParser/parsers/parse-insider-transaction.js +82 -76
  3. package/build/services/DocumentParser/parsers/parse-xbrl.js +24 -44
  4. package/build/types/insider-transaction.type.d.ts +3 -0
  5. package/package.json +1 -1
package/build/services/DocumentParser/parsers/parse-insider-transaction.d.ts CHANGED
@@ -1,4 +1,4 @@
1
- import type { InsiderTransaction, Issuer, Owner, XMLParams } from '../../../types';
1
+ import { Owner, InsiderTransaction, Issuer, XMLParams } from '../../../types';
2
2
  export declare function parseInsiderTransactions(params: XMLParams): {
3
3
  transactions: InsiderTransaction[];
4
4
  owners: Owner[];
package/build/services/DocumentParser/parsers/parse-insider-transaction.js CHANGED
@@ -1,50 +1,49 @@
1
1
  "use strict";
2
2
  Object.defineProperty(exports, "__esModule", { value: true });
3
3
  exports.parseInsiderTransactions = void 0;
4
- var HtmlTableExtractor_1 = require("../../HtmlTableExtractor");
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+ function parseTable(html) {
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+ var rows = html.split('<tr');
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+ return rows
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+ .map(function (rowHtml) {
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+ return rowHtml
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+ .split('<td')
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+ .map(function (cellHtml) { return cellHtml.substring(cellHtml.indexOf('>') + 1, cellHtml.lastIndexOf('</td>')); })
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+ .slice(1);
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+ })
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+ .filter(function (row) { return row.length > 0; });
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+ }
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+ function stripHtml(html) {
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+ return html
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+ .replace(/<.*?>/g, '')
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+ .replace(/&nbsp;/g, ' ')
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+ .replace(/\n/g, ' ')
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+ .replace(/\s+/, ' ')
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+ .trim();
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+ }
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+ function toNumber(value) {
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+ return Number(value.replace(/,/g, '').trim()) || 0;
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+ }
5
26
  function parseInsiderTransactions(params) {
6
- var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q;
27
+ var _a, _b, _c, _d;
7
28
  var xml = params.xml;
8
- var parser = new HtmlTableExtractor_1.default();
9
- var tables = parser.extractTables(xml, {
10
- stripHtml: true,
11
- tagsToExclude: ['sup'],
12
- stripParenthesis: true,
13
- removeEmptyColumns: false,
14
- getHeaderRowIndex: function (data) {
15
- return data.rows.findIndex(function (row) {
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- var isNotEmptyRow = row.some(function (cell) { return cell.html.replace(/<.*?>/g, '').replace(/&.*?;/g, '').replace(/\s/g, '').length > 0; });
17
- return isNotEmptyRow;
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- });
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- },
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- });
21
- var getTableHeadHtml = function (table) {
22
- var _a;
23
- var match = table.html.replace(/\n/g, '').match(/<b>.*?<\/b>/g);
24
- var matches = Array.isArray(match) ? match : [];
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- return (_a = matches.find(function (match) { return match.includes('<a'); })) !== null && _a !== void 0 ? _a : null;
26
- };
27
- var tableCompany = tables.find(function (table) { return table.html.includes('cgi-bin/browse-edgar?action=getcompany') && getTableHeadHtml(table) !== null; });
28
- var tableCompanyHead = tableCompany ? getTableHeadHtml(tableCompany) || '' : '';
29
- var issuerCik = Number((_b = (_a = tableCompanyHead.split('</a>')[0]) === null || _a === void 0 ? void 0 : _a.split('>').pop()) === null || _b === void 0 ? void 0 : _b.trim()) || 0;
30
- var issuerName = ((_d = (_c = tableCompanyHead.split('(')[0]) === null || _c === void 0 ? void 0 : _c.split('>').pop()) === null || _d === void 0 ? void 0 : _d.trim()) || '';
31
- var cells = (_e = tableCompany === null || tableCompany === void 0 ? void 0 : tableCompany.rows.flat()) !== null && _e !== void 0 ? _e : [];
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- cells.find(function (cell) { return cell.html.toLowerCase().includes('<b'); });
33
- var getHeaderRow = function (table) { return table.rows.find(function (row) { return row.some(function (cell) { return cell.isHeaderRowCell; }); }); };
34
- var findTableWithCol = function (colTextLower) {
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- return tables.find(function (table) { var _a; return (_a = getHeaderRow(table)) === null || _a === void 0 ? void 0 : _a.some(function (cell) { return String(cell.valueParsed).toLowerCase().includes(colTextLower); }); });
36
- };
37
- var tableOwners = findTableWithCol('type of owner');
38
- var tableTransactions = findTableWithCol('security name');
39
- var stripHtml = function (html) {
40
- return html
41
- .replace(/<.*?>/g, '')
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- .replace(/&nbsp;/g, ' ')
43
- .replace(/\n/g, ' ')
44
- .replace(/\s+/, ' ')
45
- .trim();
46
- };
47
- var ownerByCik = new Map();
29
+ var ownerTableHeadingIndex = xml.indexOf('sortid=');
30
+ var transactionTableIdIndex = xml.indexOf('id="transaction-report"');
31
+ if (ownerTableHeadingIndex === -1) {
32
+ throw new Error('Owner table heading not found in XML data');
33
+ }
34
+ var ownerTableStartIndex = xml.lastIndexOf('<table', ownerTableHeadingIndex);
35
+ var ownerTableEndIndex = xml.indexOf('</table>', ownerTableHeadingIndex) + 8;
36
+ var ownerTableHtml = xml.substring(ownerTableStartIndex, ownerTableEndIndex);
37
+ var transactionTableStartIndex = xml.lastIndexOf('<table', transactionTableIdIndex);
38
+ var transactionTableEndIndex = xml.indexOf('</table>', transactionTableIdIndex) + 8;
39
+ var transactionTableHtml = xml.substring(transactionTableStartIndex, transactionTableEndIndex);
40
+ var issuerUrlIndex = xml.indexOf('cgi-bin/browse-edgar?action=getcompany');
41
+ var issuerUrlStartIndex = xml.lastIndexOf('<b>', issuerUrlIndex) + 3;
42
+ var issuerUrlEndIndex = xml.indexOf('</b>', issuerUrlIndex);
43
+ var issuerHtml = xml.substring(issuerUrlStartIndex, issuerUrlEndIndex).trim();
44
+ var issuerHtmlCikStart = issuerHtml.lastIndexOf('(') + 1;
45
+ var issuerCik = toNumber(stripHtml(issuerHtml.substring(issuerHtmlCikStart, issuerHtml.lastIndexOf(')'))));
46
+ var issuerName = issuerHtml.substring(0, issuerHtmlCikStart - 1).trim();
48
47
  var headerOwner = ['owner_name', 'filings', 'transaction_date', 'type_of_owner'];
49
48
  var headerTransaction = [
50
49
  'acquisition_or_disposition',
@@ -60,33 +59,37 @@ function parseInsiderTransactions(params) {
60
59
  'owner_cik',
61
60
  'security_title',
62
61
  ];
63
- for (var _i = 0, _r = (_f = tableOwners === null || tableOwners === void 0 ? void 0 : tableOwners.rows) !== null && _f !== void 0 ? _f : []; _i < _r.length; _i++) {
64
- var row = _r[_i];
65
- if ((_g = row[0]) === null || _g === void 0 ? void 0 : _g.isHeaderRowCell)
66
- continue;
62
+ var ownerByCik = new Map();
63
+ var ownerRows = parseTable(ownerTableHtml);
64
+ var transactionRows = parseTable(transactionTableHtml);
65
+ var isSwitchedOwnerIssuer = stripHtml((_b = (_a = ownerRows[0]) === null || _a === void 0 ? void 0 : _a[0]) === null || _b === void 0 ? void 0 : _b.toLowerCase()).includes('issuer') || false;
66
+ for (var i = 1; i < ownerRows.length; i++) {
67
+ var row = ownerRows[i];
68
+ // if (row.length === 0 || row[0].includes('Owner Name') || row[0].includes('Issuer')) continue // Skip header row
67
69
  var owner = {
68
70
  ownerName: '',
69
71
  ownerCik: 0,
70
72
  ownerPosition: null,
71
73
  isDirector: false,
72
74
  isOfficer: false,
75
+ isTenPercentOwner: false,
73
76
  };
74
- for (var _s = 0, row_1 = row; _s < row_1.length; _s++) {
75
- var cell = row_1[_s];
76
- var colName = headerOwner[cell.colIndex];
77
- var htmlStripped = stripHtml(cell.html);
77
+ for (var i_1 = 0; i_1 < row.length; i_1++) {
78
+ var colName = headerOwner[i_1];
79
+ var htmlStripped = stripHtml(row[i_1]);
78
80
  switch (colName) {
79
81
  case 'owner_name':
80
82
  owner.ownerName = htmlStripped.split('Current Name')[0];
81
83
  break;
82
84
  case 'filings':
83
- owner.ownerCik = Number(cell.valueParsed || 0) || 0;
85
+ owner.ownerCik = toNumber(htmlStripped);
84
86
  break;
85
87
  case 'type_of_owner': {
86
- var parts = htmlStripped.split(':');
87
- owner.isDirector = (_h = parts[0]) === null || _h === void 0 ? void 0 : _h.toLowerCase().includes('director');
88
- owner.isOfficer = (_j = parts[0]) === null || _j === void 0 ? void 0 : _j.toLowerCase().includes('officer');
89
- owner.ownerPosition = ((_k = parts[1]) === null || _k === void 0 ? void 0 : _k.trim()) || null;
88
+ var _e = htmlStripped.split(':').map(function (s) { return s.toLowerCase().trim(); }), ownerType = _e[0], _f = _e[1], position = _f === void 0 ? null : _f;
89
+ owner.isDirector = ownerType.includes('director');
90
+ owner.isOfficer = ownerType.includes('officer');
91
+ owner.isTenPercentOwner = ownerType.includes('10 percent') || ownerType.includes('10%');
92
+ owner.ownerPosition = position;
90
93
  break;
91
94
  }
92
95
  }
@@ -94,10 +97,10 @@ function parseInsiderTransactions(params) {
94
97
  ownerByCik.set(owner.ownerCik, owner);
95
98
  }
96
99
  var transactions = [];
97
- for (var _t = 0, _u = (_l = tableTransactions === null || tableTransactions === void 0 ? void 0 : tableTransactions.rows) !== null && _l !== void 0 ? _l : []; _t < _u.length; _t++) {
98
- var row = _u[_t];
99
- if ((_m = row[0]) === null || _m === void 0 ? void 0 : _m.isHeaderRowCell)
100
- continue;
100
+ for (var _i = 0, transactionRows_1 = transactionRows; _i < transactionRows_1.length; _i++) {
101
+ var row = transactionRows_1[_i];
102
+ if (row.length === 0 || row[0].includes('Acquisition or Dis'))
103
+ continue; // Skip header row
101
104
  var transaction = {
102
105
  ownerName: '',
103
106
  ownerCik: 0,
@@ -106,6 +109,9 @@ function parseInsiderTransactions(params) {
106
109
  issuerName: issuerName,
107
110
  isDirector: false,
108
111
  isOfficer: false,
112
+ accessionNumber: '',
113
+ deemedExecutionDate: '',
114
+ form: '',
109
115
  /** true = buy, false = sell */
110
116
  isAcquisition: false,
111
117
  isDirectOwnership: false,
@@ -115,17 +121,15 @@ function parseInsiderTransactions(params) {
115
121
  transactionShares: 0,
116
122
  sharesOwnedFollowingTransaction: 0,
117
123
  lineNumber: 0,
118
- deemedExecutionDate: '',
119
- form: '',
120
- accessionNumber: '',
124
+ isTenPercentOwner: false,
121
125
  };
122
- for (var _v = 0, row_2 = row; _v < row_2.length; _v++) {
123
- var cell = row_2[_v];
124
- var colName = headerTransaction[cell.colIndex];
125
- var htmlStripped = stripHtml(cell.html);
126
+ for (var i = 0; i < row.length; i++) {
127
+ var colName = headerTransaction[i];
128
+ var html = row[i];
129
+ var htmlStripped = stripHtml(html);
126
130
  switch (colName) {
127
131
  case 'acquisition_or_disposition':
128
- transaction.isAcquisition = String(cell.valueParsed).toLowerCase() === 'a';
132
+ transaction.isAcquisition = String(htmlStripped).toLowerCase() === 'a';
129
133
  break;
130
134
  case 'transaction_date':
131
135
  transaction.transactionDate = htmlStripped;
@@ -136,7 +140,7 @@ function parseInsiderTransactions(params) {
136
140
  case 'reporting_owner':
137
141
  break;
138
142
  case 'form': {
139
- var url = (_p = (_o = cell.html.match(/href="([^"]+)"/)) === null || _o === void 0 ? void 0 : _o[1]) !== null && _p !== void 0 ? _p : '';
143
+ var url = (_d = (_c = html.match(/href="([^"]+)"/)) === null || _c === void 0 ? void 0 : _c[1]) !== null && _d !== void 0 ? _d : '';
140
144
  transaction.accessionNumber = url.substring(url.lastIndexOf('/') + 1, url.lastIndexOf('-'));
141
145
  transaction.form = htmlStripped;
142
146
  break;
@@ -148,22 +152,23 @@ function parseInsiderTransactions(params) {
148
152
  transaction.isDirectOwnership = htmlStripped.toLowerCase().includes('d');
149
153
  break;
150
154
  case 'num_securities_transacted':
151
- transaction.transactionShares = Number(cell.valueParsed) || 0;
155
+ transaction.transactionShares = toNumber(htmlStripped) || 0;
152
156
  break;
153
157
  case 'num_securities_following':
154
- transaction.sharesOwnedFollowingTransaction = Number(cell.valueParsed) || 0;
158
+ transaction.sharesOwnedFollowingTransaction = toNumber(htmlStripped);
155
159
  break;
156
160
  case 'line_number':
157
- transaction.lineNumber = Number(cell.valueParsed) || 0;
161
+ transaction.lineNumber = toNumber(htmlStripped);
158
162
  break;
159
163
  case 'owner_cik': {
160
- var owner = ownerByCik.get(Number(cell.valueParsed) || 0);
164
+ var owner = ownerByCik.get(toNumber(htmlStripped) || 0);
161
165
  if (owner) {
162
166
  transaction.ownerName = owner.ownerName;
163
167
  transaction.ownerCik = owner.ownerCik;
164
168
  transaction.ownerPosition = owner.ownerPosition;
165
169
  transaction.isDirector = owner.isDirector;
166
170
  transaction.isOfficer = owner.isOfficer;
171
+ transaction.isTenPercentOwner = owner.isTenPercentOwner;
167
172
  }
168
173
  break;
169
174
  }
@@ -174,9 +179,6 @@ function parseInsiderTransactions(params) {
174
179
  }
175
180
  transactions.push(transaction);
176
181
  }
177
- var isSwitchedOwnerIssuer = (_q = tableTransactions === null || tableTransactions === void 0 ? void 0 : tableTransactions.rows) === null || _q === void 0 ? void 0 : _q.some(function (r) {
178
- return r.some(function (c) { return String(c.valueParsed).toLowerCase() === 'issuer'; });
179
- });
180
182
  var owners = Array.from(ownerByCik.values());
181
183
  var issuers = [{ issuerName: issuerName, issuerCik: issuerCik }];
182
184
  // if searching by person, owner and issuer data will be switched
@@ -194,6 +196,10 @@ function parseInsiderTransactions(params) {
194
196
  transaction.ownerName = issuerName;
195
197
  });
196
198
  }
197
- return { transactions: transactions, owners: owners, issuers: issuers };
199
+ return {
200
+ transactions: transactions,
201
+ owners: Array.from(ownerByCik.values()),
202
+ issuers: issuers,
203
+ };
198
204
  }
199
205
  exports.parseInsiderTransactions = parseInsiderTransactions;
package/build/services/DocumentParser/parsers/parse-xbrl.js CHANGED
@@ -36,8 +36,8 @@ function isWithinDays(params) {
36
36
  return daysDiff < days;
37
37
  }
38
38
  function buildReportsFromFacts(params) {
39
- var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t, _u, _v, _w;
40
- var filing = params.filing, facts = params.facts, fiscalPeriod = params.fiscalPeriod, fiscalYear = params.fiscalYear, pathSeparator = params.pathSeparator, cikProp = params.cik;
39
+ var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t, _u, _v;
40
+ var filing = params.filing, facts = params.facts, fiscalPeriod = params.fiscalPeriod, fiscalYear = params.fiscalYear, pathSeparator = params.pathSeparator, cikProp = params.cik, fiscalYearEnd = params.fiscalYearEnd;
41
41
  var urlParts = (_a = filing === null || filing === void 0 ? void 0 : filing.url.split('/')) !== null && _a !== void 0 ? _a : [];
42
42
  var cik = cikProp !== null && cikProp !== void 0 ? cikProp : urlParts[(_b = urlParts.indexOf('data')) !== null && _b !== void 0 ? _b : -1];
43
43
  var reportFactValues = {
@@ -63,37 +63,36 @@ function buildReportsFromFacts(params) {
63
63
  var roundPlacesByName = new Map();
64
64
  var scaleByName = new Map();
65
65
  var isFocusFactByDateKey = new Map();
66
- var dateYearEnd = new Date(reportFocus.dateReport);
67
- var offsetByFiscalPeriod = { Q1: 9, Q2: 6, Q3: 3, Q4: 0, FY: 0 };
68
- dateYearEnd.setMonth(dateYearEnd.getMonth() + ((_h = offsetByFiscalPeriod[reportFocus.fiscalPeriod]) !== null && _h !== void 0 ? _h : 0));
66
+ var fiscalYearEndMonth = Number(fiscalYearEnd.substring(0, 2));
67
+ var fiscalYearEndDay = Number(fiscalYearEnd.substring(2));
69
68
  var fiscalCalculator = new FactFiscalCalculator_1.default({
70
69
  filings: filing ? [filing] : undefined,
71
70
  facts: facts,
72
- fiscalYearEnd: { day: dateYearEnd.getDate(), month: dateYearEnd.getMonth() + 1 },
71
+ fiscalYearEnd: { day: fiscalYearEndDay, month: fiscalYearEndMonth },
73
72
  });
74
73
  var fiscalsByDateKey = new Map();
75
74
  for (var _i = 0, facts_1 = facts; _i < facts_1.length; _i++) {
76
75
  var fact = facts_1[_i];
77
76
  var dateKey = fact.start ? "".concat(fact.start, "_").concat(fact.end) : fact.end;
78
77
  if (!fiscalsByDateKey.has(dateKey)) {
79
- var _x = fiscalCalculator.getFiscalYearQuarter({ dateStr: fact.end }), quarter = _x.quarter, year = _x.year;
78
+ var _w = fiscalCalculator.getFiscalYearQuarter({ dateStr: fact.end }), quarter = _w.quarter, year = _w.year;
80
79
  var period = FactPeriodResolver_1.default.getPeriod({ end: fact.end, start: fact.start });
81
80
  var fiscalPeriod_1 = (period === 12 && quarter === 4 ? 'FY' : "Q".concat(quarter));
82
81
  fiscalsByDateKey.set(dateKey, { fiscalYear: year, fiscalPeriod: fiscalPeriod_1 });
83
82
  }
84
83
  var isSplitFact = fact === splitFact;
85
- var isFocusFact = (_j = isFocusFactByDateKey.get(dateKey)) !== null && _j !== void 0 ? _j : (isWithinDays({ dateA: fact.end, dateB: reportFocus.dateReport, days: 45 }) || isSplitFact);
86
- (_k = reportByDateRange[dateKey]) !== null && _k !== void 0 ? _k : (reportByDateRange[dateKey] = {
84
+ var isFocusFact = (_h = isFocusFactByDateKey.get(dateKey)) !== null && _h !== void 0 ? _h : (isWithinDays({ dateA: fact.end, dateB: reportFocus.dateReport, days: 45 }) || isSplitFact);
85
+ (_j = reportByDateRange[dateKey]) !== null && _j !== void 0 ? _j : (reportByDateRange[dateKey] = {
87
86
  cik: reportFocus.cik,
88
87
  url: '',
89
- splitDate: (_l = splitFact === null || splitFact === void 0 ? void 0 : splitFact.end) !== null && _l !== void 0 ? _l : null,
88
+ splitDate: (_k = splitFact === null || splitFact === void 0 ? void 0 : splitFact.end) !== null && _k !== void 0 ? _k : null,
90
89
  splitRatio: (splitFact === null || splitFact === void 0 ? void 0 : splitFact.value) ? Number(splitFact.value) : null,
91
90
  dateFiled: reportFocus.dateFiled,
92
91
  dateReport: fact.end,
93
- fiscalPeriod: (_m = fiscalsByDateKey.get(dateKey)) === null || _m === void 0 ? void 0 : _m.fiscalPeriod,
94
- startDate: (_o = fact.start) !== null && _o !== void 0 ? _o : '',
92
+ fiscalPeriod: (_l = fiscalsByDateKey.get(dateKey)) === null || _l === void 0 ? void 0 : _l.fiscalPeriod,
93
+ startDate: (_m = fact.start) !== null && _m !== void 0 ? _m : '',
95
94
  endDate: fact.end,
96
- fiscalYear: (_p = fiscalsByDateKey.get(dateKey)) === null || _p === void 0 ? void 0 : _p.fiscalYear,
95
+ fiscalYear: (_o = fiscalsByDateKey.get(dateKey)) === null || _o === void 0 ? void 0 : _o.fiscalYear,
97
96
  period: FactPeriodResolver_1.default.getPeriod({ start: fact.start, end: fact.end }),
98
97
  isCurrentPeriod: isFocusFact,
99
98
  });
@@ -104,11 +103,11 @@ function buildReportsFromFacts(params) {
104
103
  isFocusFactByDateKey.set(dateKey, isFocusFact);
105
104
  }
106
105
  var el = fact;
107
- var scale = Number((_q = el.scale) !== null && _q !== void 0 ? _q : 0) || 0;
108
- var decimals = Number((_r = el.decimals) !== null && _r !== void 0 ? _r : 0) || 0;
106
+ var scale = Number((_p = el.scale) !== null && _p !== void 0 ? _p : 0) || 0;
107
+ var decimals = Number((_q = el.decimals) !== null && _q !== void 0 ? _q : 0) || 0;
109
108
  var suffix = fact.name.includes(pathSeparator)
110
109
  ? null
111
- : (_s = fact === null || fact === void 0 ? void 0 : fact.segments) === null || _s === void 0 ? void 0 : _s.map(function (_a) {
110
+ : (_r = fact === null || fact === void 0 ? void 0 : fact.segments) === null || _r === void 0 ? void 0 : _r.map(function (_a) {
112
111
  var dimension = _a.dimension, value = _a.value;
113
112
  return "".concat(dimension).concat(pathSeparator).concat(value);
114
113
  }).join(pathSeparator);
@@ -122,8 +121,8 @@ function buildReportsFromFacts(params) {
122
121
  var prevRounding = roundPlacesByName.get(prevFactKey);
123
122
  var prevScale = scaleByName.get(prevFactKey);
124
123
  var prevFact_1 = factByName.get(prevFactKey);
125
- var prevUnit = (_u = (_t = prevFact_1 === null || prevFact_1 === void 0 ? void 0 : prevFact_1.unit) === null || _t === void 0 ? void 0 : _t.split('_').pop()) === null || _u === void 0 ? void 0 : _u.toLowerCase();
126
- var unit = (_w = (_v = fact.unit) === null || _v === void 0 ? void 0 : _v.split('_').pop()) === null || _w === void 0 ? void 0 : _w.toLowerCase();
124
+ var prevUnit = (_t = (_s = prevFact_1 === null || prevFact_1 === void 0 ? void 0 : prevFact_1.unit) === null || _s === void 0 ? void 0 : _s.split('_').pop()) === null || _t === void 0 ? void 0 : _t.toLowerCase();
125
+ var unit = (_v = (_u = fact.unit) === null || _u === void 0 ? void 0 : _u.split('_').pop()) === null || _v === void 0 ? void 0 : _v.toLowerCase();
127
126
  var shouldSkip = [
128
127
  (prevUnit === null || prevUnit === void 0 ? void 0 : prevUnit.length) === 3 && (unit === null || unit === void 0 ? void 0 : unit.length) === 3 && prevUnit !== unit && prevUnit === 'usd',
129
128
  (prevRounding !== null && prevRounding !== void 0 ? prevRounding : 0) < roundPlaces,
@@ -150,11 +149,11 @@ function buildReportsFromFacts(params) {
150
149
  return { reportFocus: reportFocus, reportByDateRange: reportByDateRange, factsFiltered: Array.from(factByName.values()) };
151
150
  }
152
151
  function parseXbrl(params) {
153
- var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o;
152
+ var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m;
154
153
  var parser = new XBRLParser_1.default();
155
- var xml = params.xml, _p = params.includeReport, includeReport = _p === void 0 ? true : _p, options = __rest(params, ["xml", "includeReport"]);
154
+ var xml = params.xml, _o = params.includeReport, includeReport = _o === void 0 ? true : _o, options = __rest(params, ["xml", "includeReport"]);
156
155
  var response = parser.parse(xml, options);
157
- var _q = (_b = (_a = response.instance) === null || _a === void 0 ? void 0 : _a.xbrl) !== null && _b !== void 0 ? _b : {}, _r = _q.contexts, contexts = _r === void 0 ? [] : _r, _s = _q.factElements, factElements = _s === void 0 ? [] : _s;
156
+ var _p = (_b = (_a = response.instance) === null || _a === void 0 ? void 0 : _a.xbrl) !== null && _b !== void 0 ? _b : {}, _q = _p.contexts, contexts = _q === void 0 ? [] : _q, _r = _p.factElements, factElements = _r === void 0 ? [] : _r;
158
157
  var contextById = new Map();
159
158
  contexts.forEach(function (context) { return contextById.set(context.id, context); });
160
159
  var cik = response.header.cik;
@@ -201,17 +200,18 @@ function parseXbrl(params) {
201
200
  if (!reportDate) {
202
201
  throw new Error("Report date not found. Unable to determine fiscal year and period. accn: ".concat(accessionNumber));
203
202
  }
204
- var _t = fiscalCalculator.getFiscalYearQuarter({ dateStr: reportDate !== null && reportDate !== void 0 ? reportDate : '' }), quarter = _t.quarter, year = _t.year;
203
+ var _s = fiscalCalculator.getFiscalYearQuarter({ dateStr: reportDate !== null && reportDate !== void 0 ? reportDate : '' }), quarter = _s.quarter, year = _s.year;
205
204
  fiscalYear = year;
206
205
  fiscalPeriod = (quarter === 4 ? 'FY' : "Q".concat(quarter));
207
206
  }
208
207
  var factsForBuilder = includeReport ? facts : [];
209
- var _u = buildReportsFromFacts({
208
+ var _t = buildReportsFromFacts({
210
209
  facts: factsForBuilder,
211
210
  pathSeparator: '>',
212
211
  fiscalPeriod: (_k = factsForBuilder.find(function (f) { return f.name === 'dei:DocumentFiscalPeriodFocus'; })) === null || _k === void 0 ? void 0 : _k.value,
213
212
  fiscalYear: Number((_m = (_l = factsForBuilder.find(function (f) { return f.name === 'dei:DocumentFiscalYearFocus'; })) === null || _l === void 0 ? void 0 : _l.value) !== null && _m !== void 0 ? _m : 0),
214
213
  cik: response.header.cik,
214
+ fiscalYearEnd: response.header.fiscalYearEnd,
215
215
  filing: {
216
216
  acceptanceDateTime: response.header.acceptanceDatetime,
217
217
  accessionNumber: accessionNumber,
@@ -230,29 +230,9 @@ function parseXbrl(params) {
230
230
  url: "https://www.sec.gov/Archives/edgar/data/".concat(cik, "/").concat(accessionNumberNoHyphens, "/").concat(accessionNumber, ".txt"),
231
231
  urlPrimaryDocument: '',
232
232
  },
233
- }), factsFiltered = _u.factsFiltered, reportFocus = _u.reportFocus, reportByDateRange = _u.reportByDateRange;
233
+ }), factsFiltered = _t.factsFiltered, reportFocus = _t.reportFocus, reportByDateRange = _t.reportByDateRange;
234
234
  // Some concepts have members, but do not have a sum. add the sum to the report.
235
235
  var periodReports = Object.values(reportByDateRange);
236
- for (var _v = 0, periodReports_1 = periodReports; _v < periodReports_1.length; _v++) {
237
- var report = periodReports_1[_v];
238
- for (var key in report) {
239
- if (!key.includes('>'))
240
- continue;
241
- var parts = key.split('>');
242
- var concept = parts.shift();
243
- var center = parts.slice(0, -1).join('>');
244
- if (!concept || report[concept] !== undefined)
245
- continue;
246
- var sum = 0;
247
- for (var k in report) {
248
- var prefix = "".concat(concept, ">").concat(center, ">");
249
- if (k.startsWith(prefix) && !((_o = k.split(prefix).pop()) === null || _o === void 0 ? void 0 : _o.includes('>'))) {
250
- sum += Number(typeof report[k] === 'number' ? report[k] : 0);
251
- }
252
- }
253
- report[concept] = sum;
254
- }
255
- }
256
236
  return __assign(__assign({}, response), { fiscalYear: fiscalYear, fiscalPeriod: fiscalPeriod, facts: factsFiltered, report: factsFiltered.length > 0 ? reportFocus : null, xml: xml, periodReports: periodReports });
257
237
  }
258
238
  exports.parseXbrl = parseXbrl;
package/build/types/insider-transaction.type.d.ts CHANGED
@@ -5,6 +5,7 @@ export interface Owner {
5
5
  ownerPosition: string | null;
6
6
  isDirector: boolean;
7
7
  isOfficer: boolean;
8
+ isTenPercentOwner: boolean;
8
9
  }
9
10
  export interface Issuer {
10
11
  issuerName: string;
@@ -14,6 +15,7 @@ export interface InsiderTransaction {
14
15
  ownerName: string;
15
16
  ownerCik: number;
16
17
  ownerPosition: string | null;
18
+ isTenPercentOwner: boolean;
17
19
  issuerCik: number;
18
20
  issuerName: string;
19
21
  isDirector: boolean;
@@ -25,6 +27,7 @@ export interface InsiderTransaction {
25
27
  transactionDate: string;
26
28
  /**
27
29
  * ### Transaction Codes
30
+ * - P: Purchase
28
31
  * - S: Sale
29
32
  * - V: Voluntary Reporting
30
33
  * - A: Grant
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "sec-edgar-api",
3
- "version": "0.5.11",
3
+ "version": "1.0.0",
4
4
  "description": "Fetch and parse SEC earnings reports and other filings. Useful for financial analysis.",
5
5
  "main": "build/index.js",
6
6
  "author": "Andrew Evers (https://github.com/andyevers)",