sec-edgar-api 0.5.5 → 0.5.7

package/build/services/DocumentParser/XBRLParser/InstanceParser.js

@@ -62,29 +62,22 @@ var InstanceParser = /** @class */ (function () {
     };
     InstanceParser.prototype.parse = function (xml) {
         var _this = this;
-        var _a, _b;
-        var contentLower = xml.toLowerCase();
-        var indexXbrlStart = contentLower.indexOf('<xbrl');
-        var indexXbrlEnd = contentLower.lastIndexOf('</xbrl');
-        var xbrlContent = xml.substring(indexXbrlStart, indexXbrlEnd + 7);
-        if (indexXbrlStart === -1) {
-            return { factElements: [], contexts: [], units: [] };
-        }
-        var xbrl = util_xbrl_1.default.extractXbrlObject(this.xmlParser.parse(xbrlContent));
+        var _a, _b, _c;
+        var xbrl = util_xbrl_1.default.extractXbrlObject(this.xmlParser.parse(xml));
         var contexts = util_xbrl_1.default
-            .toArray((_a = xbrl === null || xbrl === void 0 ? void 0 : xbrl.context) !== null && _a !== void 0 ? _a : [])
+            .toArray((_b = (_a = xbrl === null || xbrl === void 0 ? void 0 : xbrl.context) !== null && _a !== void 0 ? _a : xbrl === null || xbrl === void 0 ? void 0 : xbrl['xbrli:context']) !== null && _b !== void 0 ? _b : [])
             .map(function (context) { return _this.parseContext(context); });
-        var units = util_xbrl_1.default.toArray((_b = xbrl === null || xbrl === void 0 ? void 0 : xbrl.unit) !== null && _b !== void 0 ? _b : []).map(function (unit) {
-            var _a, _b, _c;
+        var units = util_xbrl_1.default.toArray((_c = xbrl === null || xbrl === void 0 ? void 0 : xbrl.unit) !== null && _c !== void 0 ? _c : []).map(function (unit) {
+            var _a, _b, _c, _d, _e;
             return ({
                 id: (_a = unit['@_id']) !== null && _a !== void 0 ? _a : '',
-                measure: (_c = (_b = unit['measure']) === null || _b === void 0 ? void 0 : _b['#text']) !== null && _c !== void 0 ? _c : '',
+                measure: (_e = (_c = (_b = unit['xbrli:measure']) === null || _b === void 0 ? void 0 : _b['#text']) !== null && _c !== void 0 ? _c : (_d = unit['measure']) === null || _d === void 0 ? void 0 : _d['#text']) !== null && _e !== void 0 ? _e : '',
             });
         });
         var factElements = [];
         for (var name_1 in xbrl) {
-            for (var _i = 0, _c = util_xbrl_1.default.toArray(xbrl[name_1]); _i < _c.length; _i++) {
-                var element = _c[_i];
+            for (var _i = 0, _d = util_xbrl_1.default.toArray(xbrl[name_1]); _i < _d.length; _i++) {
+                var element = _d[_i];
                 if (!element['@_contextRef'])
                     continue;
                 var factElement = { name: name_1, id: '', contextRef: '' };

package/build/services/DocumentParser/XBRLParser/util-xbrl.js

@@ -24,13 +24,13 @@ function parseKey(key) {
     return (_b = (_a = key.split(':').pop()) === null || _a === void 0 ? void 0 : _a.replace('@_', '').replace('#', '')) !== null && _b !== void 0 ? _b : '';
 }
 function extractXbrlObject(value) {
-    var _a;
+    var _a, _b, _c;
     var xbrl = value;
     if (typeof xbrl !== 'object' || xbrl === null) {
         return null;
     }
     for (var i = 0; i < 10; i++) {
-        var xbrlChild = (_a = xbrl.XBRL) !== null && _a !== void 0 ? _a : xbrl.xbrl;
+        var xbrlChild = (_c = (_b = (_a = xbrl.XBRL) !== null && _a !== void 0 ? _a : xbrl.xbrl) !== null && _b !== void 0 ? _b : xbrl['xbrli:xbrl']) !== null && _c !== void 0 ? _c : xbrl['xbrli:XBRL'];
         if (xbrlChild)
             xbrl = xbrlChild;
         else

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

@@ -15,12 +15,13 @@ export default class FactFiscalCalculator {
     private readonly endDateByYear;
     private readonly fiscalsByEndDate;
     private readonly datesByFiscals;
+    private readonly startDateCountMap;
     private readonly endDateCountMap;
     private readonly filedDateCountByEndDate;
     private didResolve;
     private readonly fiscalYearEnd;
     constructor(params?: {
-        facts?: Pick<FactItem, 'end' | 'filed'>[];
+        facts?: Pick<FactItem, 'end' | 'filed' | 'start'>[];
         filings?: Pick<FilingListItemTranslated, 'form' | 'reportDate' | 'filingDate' | 'accessionNumber'>[];
         fiscalYearEnd?: {
             month: number;
@@ -31,6 +32,7 @@ export default class FactFiscalCalculator {
     add(fact: {
         end: string;
         filed: string;
+        start?: string;
     }): void;
     private getDaysBefore;
     setReportDates(params: SetReportDatesParams): void;
@@ -44,6 +46,10 @@ export default class FactFiscalCalculator {
         filed: string;
         end: string;
     } | null;
+    /**
+     * Assumes year end from start dates if not provided
+     */
+    private ensureEndDateByYear;
     getFiscalYearQuarter(params: {
         dateStr: string;
         endDateByYear?: Map<number, Date>;

package/build/services/ReportRawBuilder/FactFiscalCalculator.js

@@ -12,6 +12,7 @@ var FactFiscalCalculator = /** @class */ (function () {
         this.fiscalsByEndDate = new Map();
         this.datesByFiscals = new Map();
         /// these get cleared after resolve
+        this.startDateCountMap = new Map();
         this.endDateCountMap = new Map();
         this.filedDateCountByEndDate = new Map();
         this.didResolve = false;
@@ -49,8 +50,8 @@ var FactFiscalCalculator = /** @class */ (function () {
         });
     };
     FactFiscalCalculator.prototype.add = function (fact) {
-        var _a, _b, _c;
-        var end = fact.end, filed = fact.filed;
+        var _a, _b, _c, _d;
+        var end = fact.end, filed = fact.filed, start = fact.start;
         if (this.didResolve) {
             throw new Error('Cannot add fact after resolving');
         }
@@ -58,10 +59,13 @@ var FactFiscalCalculator = /** @class */ (function () {
             this.addAnnualReportDate(fact.end);
         }
         this.endDateCountMap.set(end, ((_a = this.endDateCountMap.get(end)) !== null && _a !== void 0 ? _a : 0) + 1);
+        if (start) {
+            this.startDateCountMap.set(start, ((_b = this.startDateCountMap.get(start)) !== null && _b !== void 0 ? _b : 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);
+            var bucket = (_c = this.filedDateCountByEndDate.get(end)) !== null && _c !== void 0 ? _c : this.filedDateCountByEndDate.set(end, new Map()).get(end);
+            bucket.set(filed, ((_d = bucket.get(filed)) !== null && _d !== void 0 ? _d : 0) + 1);
         }
     };
     FactFiscalCalculator.prototype.getDaysBefore = function (dateStrAfter, dateStrBefore) {
@@ -192,6 +196,7 @@ var FactFiscalCalculator = /** @class */ (function () {
                 dates.end = ensureNoWeekends("".concat(yearEnd, "-").concat(datesFound.endMonthDay));
             }
         });
+        this.ensureEndDateByYear();
         this.endDateCountMap.clear();
         this.filedDateCountByEndDate.clear();
         this.didResolve = true;
@@ -203,8 +208,26 @@ var FactFiscalCalculator = /** @class */ (function () {
         this.didResolve = true;
         return (_a = this.datesByFiscals.get("".concat(params.year, "_").concat(params.quarter))) !== null && _a !== void 0 ? _a : null;
     };
+    /**
+     * Assumes year end from start dates if not provided
+     */
+    FactFiscalCalculator.prototype.ensureEndDateByYear = function () {
+        if (this.endDateByYear.size > 0 || this.fiscalYearEnd || this.startDateCountMap.size === 0)
+            return;
+        var maxStartDateCount = 0;
+        var maxStartDate = '';
+        this.startDateCountMap.forEach(function (count, date) {
+            if (count > maxStartDateCount) {
+                maxStartDateCount = count;
+                maxStartDate = date;
+            }
+        });
+        this.endDateByYear.set(Number(maxStartDate.split('-', 1)[0]) - 1, new Date(maxStartDate));
+        this.startDateCountMap.clear();
+    };
     FactFiscalCalculator.prototype.getFiscalYearQuarter = function (params) {
         var dateStr = params.dateStr, _a = params.endDateByYear, endDateByYear = _a === void 0 ? this.endDateByYear : _a, _b = params.fiscalYearEnd, fiscalYearEnd = _b === void 0 ? this.fiscalYearEnd : _b;
+        this.ensureEndDateByYear();
         if (this.fiscalsByEndDate.has(dateStr)) {
             return this.fiscalsByEndDate.get(dateStr);
         }

package/package.json

@@ -1,6 +1,6 @@
 {
     "name": "sec-edgar-api",
-    "version": "0.5.5",
+    "version": "0.5.7",
     "description": "Fetch and parse SEC earnings reports and other filings. Useful for financial analysis.",
     "main": "build/index.js",
     "author": "Andrew Evers (https://github.com/andyevers)",