datamule 1.0.3__py3-none-any.whl → 1.0.7__py3-none-any.whl

datamule/__init__.py

@@ -1,12 +1,7 @@
-from .downloader.downloader import Downloader
-from .downloader.premiumdownloader import PremiumDownloader
-from .monitor import Monitor
-from .packageupdater import PackageUpdater
 from .submission import Submission
 from .portfolio import Portfolio
 from .document import Document
-from secsgml import parse_sgml_submission
-from .helper import load_package_csv, load_package_dataset
+from .helper import _load_package_csv, load_package_dataset
 from .config import Config
 
 
@@ -32,16 +27,10 @@ def _setup_notebook_env():
 _setup_notebook_env()
 
 __all__ = [
-    'Downloader',
-    'PremiumDownloader',
-    'load_package_csv',
+    '_load_package_csv',
     'load_package_dataset',
-    'Filing',
     'Portfolio',
-    'Monitor',
-    'PackageUpdater',
     'Submission',
     'Document',
-    'parse_sgml_submission',
     'Config'
 ]

datamule/document.py

@@ -1,11 +1,10 @@
 import json
 import csv
-from .helper import convert_to_dashed_accession
 import re
 from doc2dict import xml2dict, txt2dict, dict2dict
 from doc2dict.mapping import flatten_hierarchy
-from .mapping_dicts import txt_mapping_dicts
-from .mapping_dicts import xml_mapping_dicts
+from .mapping_dicts.txt_mapping_dicts import dict_10k, dict_10q, dict_8k, dict_13d, dict_13g
+from .mapping_dicts.xml_mapping_dicts import dict_345
 from selectolax.parser import HTMLParser
 
 class Document:
@@ -107,7 +106,7 @@ class Document:
 
         if self.path.suffix == '.xml':
             if self.type in ['3', '4', '5']:
-                mapping_dict = xml_mapping_dicts.dict_345
+                mapping_dict = dict_345
 
             self.load_content()
             self.data = xml2dict(content=self.content, mapping_dict=mapping_dict)
@@ -116,15 +115,15 @@ class Document:
             self._load_file_content()
 
             if self.type == '10-K':
-                mapping_dict = txt_mapping_dicts.dict_10k
+                mapping_dict = dict_10k
             elif self.type == '10-Q':
-                mapping_dict = txt_mapping_dicts.dict_10q
+                mapping_dict = dict_10q
             elif self.type == '8-K':
-                mapping_dict = txt_mapping_dicts.dict_8k
+                mapping_dict = dict_8k
             elif self.type == 'SC 13D':
-                mapping_dict = txt_mapping_dicts.dict_13d
+                mapping_dict = dict_13d
             elif self.type == 'SC 13G':
-                mapping_dict = txt_mapping_dicts.dict_13g
+                mapping_dict = dict_13g
             
             self.data = {}
             self.data['document'] = dict2dict(txt2dict(content=self.content, mapping_dict=mapping_dict))

datamule/helper.py

@@ -1,123 +1,103 @@
-import requests
-import os
-from tqdm import tqdm
-import zipfile
-from pkg_resources import resource_filename
+from functools import lru_cache
 import csv
-import re
+from pathlib import Path
 
-# Unused in current implementation.
-def construct_primary_doc_url(cik, accession_number,primary_doc_url):
-    accession_number = accession_number.replace("-", "")
-    return f"https://www.sec.gov/Archives/edgar/data/{cik}/{accession_number}/{primary_doc_url}"
-
-# DONE
-def _download_from_dropbox(url, output_path):
-    headers = {'user-agent': 'Wget/1.16 (linux-gnu)'}
-    r = requests.get(url, stream=True, headers=headers)
-    total_size = int(r.headers.get('content-length', 0))
+def _load_package_csv(name):
+    """Load CSV files from ~/.datamule/ directory"""
+    data_dir = Path.home() / ".datamule"
+    csv_path = data_dir / f"{name}.csv"
     
-    with open(output_path, 'wb') as f, tqdm(
-        desc="Downloading " + os.path.basename(output_path),
-        total=total_size,
-        unit='iB',
-        unit_scale=True,
-        unit_divisor=1024,
-    ) as progress_bar:
-        for chunk in r.iter_content(chunk_size=1024):
-            size = f.write(chunk)
-            progress_bar.update(size)
-    
-    # Check if the downloaded file is a zip file
-    if zipfile.is_zipfile(output_path):
-        extract_path = os.path.dirname(output_path)
-        with zipfile.ZipFile(output_path, 'r') as zip_ref:
-            for file_info in zip_ref.infolist():
-                extract_file_path = os.path.join(extract_path, file_info.filename)
-                with zip_ref.open(file_info) as file_in_zip, \
-                    open(extract_file_path, 'wb') as output_file, \
-                    tqdm(total=file_info.file_size, unit='B', unit_scale=True, 
-                         desc=f"Extracting {file_info.filename}") as pbar:
-                    while True:
-                        chunk = file_in_zip.read(8192)
-                        if not chunk:
-                            break
-                        output_file.write(chunk)
-                        pbar.update(len(chunk))
-        
-        # Remove the zip file after extraction
-        os.remove(output_path)
-        print(f"Extracted contents to {extract_path}")
-    else:
-        print(f"Downloaded file is not a zip. Saved to {output_path}")
-
-# May generalize to load any package resource
-def load_package_csv(name):
-    """Load package CSV files"""
-    csv_path = resource_filename('datamule', f'data/{name}.csv')
-    company_tickers = []
+    data = []
     
     with open(csv_path, 'r') as csvfile:
         csv_reader = csv.DictReader(csvfile)
         for row in csv_reader:
-            company_tickers.append(row)
+            data.append(row)
     
-    return company_tickers
+    return data
 
 def load_package_dataset(dataset):
-    if dataset == 'company_tickers':
-        return load_package_csv('company_tickers')
-    elif dataset =='company_former_names':
-        return load_package_csv('company_former_names')
-    elif dataset =='company_metadata':
-        return load_package_csv('company_metadata')
-    elif dataset == 'sec_glossary':
-        return load_package_csv('sec-glossary')
-    elif dataset == 'xbrl_descriptions':
-        return load_package_csv('xbrl_descriptions')
+    if dataset =='listed_filer_metadata':
+        return _load_package_csv('listed_filer_metadata')
 
-# DONE
-def identifier_to_cik(ticker):
-    """Convert company tickers to CIK codes"""
-    company_tickers = load_package_csv('company_tickers')
-    if ticker:
-        if isinstance(ticker, list):
-            cik = []
-            for t in ticker:
-                cik.extend([company['cik'] for company in company_tickers if t == company['ticker']])
-        else:
-            cik = [company['cik'] for company in company_tickers if ticker == company['ticker']]
-
-    if not cik:
-        raise ValueError("No matching companies found")
-
-    return cik
+@lru_cache(maxsize=128)
+def get_cik_from_dataset(dataset_name, key, value):
+    dataset = load_package_dataset(dataset_name)
+    
+    if dataset_name == 'listed_filer_metadata' and key == 'ticker':
+        key = 'tickers'
+    
+    result = []
+    for company in dataset:
+        if key in ['tickers', 'exchanges'] and dataset_name == 'listed_filer_metadata':
+            # Parse the string representation of list into an actual list
+            list_values = [i.strip() for i in company[key][1:-1].replace("'", "").replace('"', '').split(',')]
+            if str(value) in list_values:
+                result.append(company['cik'])
+        elif str(value) == company[key]:
+            result.append(company['cik'])
+    
+    return result
 
 
-def fix_filing_url(url):
-    match_suffix = re.search(r'/(\d{4})\.(.+?)$', url)
-    if match_suffix:
-        suffix_number = match_suffix.group(1)
-        file_ext = match_suffix.group(2)
-        match_accession = re.search(r'/(\d{18})/', url)
-        if match_accession:
-            accession_number = match_accession.group(1)
-            formatted_accession_number = f"{accession_number[:10]}-{accession_number[10:12]}-{accession_number[12:]}"
-            new_url = url.rsplit('/', 1)[0] + f'/{formatted_accession_number}-{suffix_number}.{file_ext}'
-            return new_url
-    return url
 
-def convert_to_dashed_accession(accession):
-    # Remove any existing dashes or whitespace
-    cleaned = ''.join(accession.split())
+@lru_cache(maxsize=128)
+def get_ciks_from_metadata_filters(**kwargs):
+    """Get CIKs from listed_filer_metadata.csv that match all provided filters."""
     
-    # Check if the cleaned string has 18 characters
-    if len(cleaned) != 18:
-        raise ValueError("Invalid accession number format. Expected 18 characters.")
+    # Start with None to get all CIKs from first filter
+    result_ciks = None
     
-    # Insert dashes at the correct positions
-    dashed = f"{cleaned[:10]}-{cleaned[10:12]}-{cleaned[12:]}"
+    # For each filter, get matching CIKs and keep intersection
+    for key, value in kwargs.items():
+        # Get CIKs for this filter
+        ciks = get_cik_from_dataset('listed_filer_metadata', key, value)
+        ciks = [int(cik) for cik in ciks]
+        
+        # If this is the first filter, set as initial result
+        if result_ciks is None:
+            result_ciks = set(ciks)
+        # Otherwise, take intersection with previous results
+        else:
+            result_ciks &= set(ciks)
+            
+        # If no matches left, we can exit early
+        if not result_ciks:
+            return []
     
-    return dashed
+    return list(result_ciks)
+
+
+def _process_cik_and_metadata_filters(cik=None, ticker=None, **kwargs):
+        """ 
+        Helper method to process CIK, ticker, and metadata filters.
+        Returns a list of CIKs after processing.
+        """
+        # Input validation
+        if cik is not None and ticker is not None:
+            raise ValueError("Only one of cik or ticker should be provided, not both.")
+
+        # Convert ticker to CIK if provided
+        if ticker is not None:
+            cik = get_cik_from_dataset('listed_filer_metadata', 'ticker', ticker)
+
+        # Normalize CIK format
+        if cik is not None:
+            if isinstance(cik, str):
+                cik = [int(cik)]
+            elif isinstance(cik, int):
+                cik = [cik]
+            elif isinstance(cik, list):
+                cik = [int(x) for x in cik]
+
+        # Process metadata filters if provided
+        if kwargs:
+            metadata_ciks = get_ciks_from_metadata_filters(**kwargs)
 
-headers = {'User-Agent': 'John Smith johnsmith@gmail.com'}
+            if cik is not None:
+                cik = list(set(cik).intersection(metadata_ciks))
+            else:
+                cik = metadata_ciks
+                
+        return cik
+        

datamule/portfolio.py

@@ -2,19 +2,29 @@ from pathlib import Path
 from tqdm import tqdm
 from concurrent.futures import ThreadPoolExecutor
 from .submission import Submission
-from .downloader.premiumdownloader import PremiumDownloader
-from .downloader.downloader import Downloader
+from .sec.submissions.downloader import download as sec_download
+from .sec.submissions.textsearch import filter_text
 from .config import Config
 import os
+from .helper import _process_cik_and_metadata_filters
+from .seclibrary.downloader import download as seclibrary_download
+from .sec.xbrl.filter_xbrl import filter_xbrl
+from .sec.submissions.monitor import monitor
+from .sec.xbrl.xbrlmonitor import XBRLMonitor
+
 
 class Portfolio:
     def __init__(self, path):
         self.path = Path(path)
         self.submissions = []
+        self.submissions_loaded = False
         self.MAX_WORKERS = os.cpu_count() - 1 
         
         if self.path.exists():
             self._load_submissions()
+            self.submissions_loaded = True
+        else:
+            self.path.mkdir(parents=True, exist_ok=True)
     
     def _load_submissions(self):
         folders = [f for f in self.path.iterdir() if f.is_dir()]
@@ -40,6 +50,8 @@ class Portfolio:
 
     def process_submissions(self, callback):
         """Process all submissions using a thread pool."""
+        if not self.submissions_loaded:
+            self._load_submissions()
         with ThreadPoolExecutor(max_workers=self.MAX_WORKERS) as executor:
             results = list(tqdm(
                 executor.map(callback, self.submissions),
@@ -50,6 +62,9 @@ class Portfolio:
 
     def process_documents(self, callback):
         """Process all documents using a thread pool."""
+        if not self.submissions_loaded:
+            self._load_submissions()
+
         documents = [doc for sub in self.submissions for doc in sub]
         
         with ThreadPoolExecutor(max_workers=self.MAX_WORKERS) as executor:
@@ -59,48 +74,109 @@ class Portfolio:
                 desc="Processing documents"
             ))
             return results
+    
+    def filter_text(self, text_query, cik=None, ticker=None, submission_type=None, filing_date=None, **kwargs):
+        """
+        Filter text based on query and various parameters.
+        When called multiple times, takes the intersection of results.
+        Now supports metadata filters through kwargs.
+        """
+        # Process CIK and metadata filters
+        cik = _process_cik_and_metadata_filters(cik, ticker, **kwargs)
+        
+        # Call the filter_text function with processed parameters
+        new_accession_numbers = filter_text(
+            text_query=text_query,
+            cik=cik,
+            submission_type=submission_type,
+            filing_date=filing_date
+        )
+        
+        # If we already have accession numbers, take the intersection
+        if hasattr(self, 'accession_numbers') and self.accession_numbers:
+            self.accession_numbers = list(set(self.accession_numbers).intersection(new_accession_numbers))
+        else:
+            # First query, just set the accession numbers
+            self.accession_numbers = new_accession_numbers
+
+    def filter_xbrl(self, taxonomy, concept, unit, period, logic, value):
+        """
+        Filter XBRL data based on logic and value.
+        """
+        new_accession_numbers = filter_xbrl(
+            taxonomy=taxonomy,
+            concept=concept,
+            unit=unit,
+            period=period,
+            logic=logic,
+            value=value
+        )
+        
+        # If we already have accession numbers, take the intersection
+        if hasattr(self, 'accession_numbers') and self.accession_numbers:
+            self.accession_numbers = list(set(self.accession_numbers).intersection(new_accession_numbers))
+        else:
+            # First query, just set the accession numbers
+            self.accession_numbers = new_accession_numbers
 
-    def download_submissions(self, cik=None, ticker=None, submission_type=None, filing_date=None, provider=None):
+    def download_submissions(self, cik=None, ticker=None, submission_type=None, filing_date=None, provider=None, **kwargs):
         if provider is None:
             config = Config()
             provider = config.get_default_source()
 
-        downloader = PremiumDownloader() if provider == 'datamule' else Downloader()
-        downloader.download_submissions(
-            output_dir=self.path,
+        # Process CIK and metadata filters
+        cik = _process_cik_and_metadata_filters(cik, ticker, **kwargs)
+
+        if provider == 'datamule':
+
+            seclibrary_download(
+                output_dir=self.path,
+                cik=cik,
+                submission_type=submission_type,
+                filing_date=filing_date,
+                accession_numbers=self.accession_numbers if hasattr(self, 'accession_numbers') else None
+            )
+        else:
+            sec_download(
+                output_dir=self.path,
+                cik=cik,
+                submission_type=submission_type,
+                filing_date=filing_date,
+                requests_per_second=5, # Revisit this later.
+                accession_numbers=self.accession_numbers if hasattr(self, 'accession_numbers') else None
+            )
+
+        self.submissions_loaded = False
+    def monitor_submissions(self,data_callback=None, poll_callback=None, submission_type=None, cik=None, 
+           polling_interval=200, requests_per_second=5, quiet=False, start_date=None, ticker=None, **kwargs):
+        
+        cik = _process_cik_and_metadata_filters(cik, ticker, **kwargs)
+
+        monitor(
+            data_callback=data_callback,
+            poll_callback=poll_callback,
             cik=cik,
-            ticker=ticker,
             submission_type=submission_type,
-            filing_date=filing_date
+            polling_interval=polling_interval,
+            requests_per_second=requests_per_second,
+            quiet=quiet,
+            start_date=start_date
         )
-        
-        # Reload submissions after download
-        self._load_submissions()
 
+        
+        
+        
     def __iter__(self):
+        if not self.submissions_loaded:
+            self._load_submissions()
         return iter(self.submissions)
     
     def document_type(self, document_types):
         """Filter documents by type(s)."""
+        if not self.submissions_loaded:
+            self._load_submissions()
         if isinstance(document_types, str):
             document_types = [document_types]
             
         for submission in self.submissions:
-            yield from submission.document_type(document_types)
-
-    def contains_string(self, pattern, document_types=None):
-        """Search for pattern in documents, with optional type filter."""
-        def check_document(document):
-            return document if document.contains_string(pattern) else None
-        
-        # Get documents, filtered by type if specified
-        documents = list(self.document_type(document_types)) if document_types else [
-            doc for sub in self.submissions for doc in sub
-        ]
-        
-        with ThreadPoolExecutor(max_workers=self.MAX_WORKERS) as executor:
-            results = executor.map(check_document, documents)
-            
-            for doc in tqdm(results, total=len(documents), desc=f"Searching for '{pattern}'"):
-                if doc is not None:
-                    yield doc
+            yield from submission.document_type(document_types)

datamule/submission.py

@@ -11,44 +11,6 @@ class Submission:
         metadata_path = self.path / 'metadata.json'
         with metadata_path.open('r') as f:
             self.metadata = json.load(f)
-            
-    def keep(self, document_types):
-        """Keep files of specified document types, delete others
-        Args:
-            document_types: string or list of strings representing document types to keep
-        """
-        # Convert single string to list for consistent handling
-        if isinstance(document_types, str):
-            document_types = [document_types]
-            
-        for doc in self.metadata['documents']:
-            filename = doc.get('filename')
-            if filename is None:
-                continue
-                
-            filepath = self.path / filename
-            # Delete if document type isn't in our keep list
-            if doc['type'] not in document_types and filepath.exists():
-                filepath.unlink()
-                
-    def drop(self, document_types):
-        """Delete files of specified document types, keep others
-        Args:
-            document_types: string or list of strings representing document types to drop
-        """
-        # Convert single string to list for consistent handling
-        if isinstance(document_types, str):
-            document_types = [document_types]
-            
-        for doc in self.metadata['documents']:
-            filename = doc.get('filename')
-            if filename is None:
-                continue
-                
-            filepath = self.path / filename
-            # Delete if document type is in our drop list
-            if doc['type'] in document_types and filepath.exists():
-                filepath.unlink()
 
     def document_type(self, document_type):
         # Convert single document type to list for consistent handling

{datamule-1.0.3.dist-info → datamule-1.0.7.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.1
 Name: datamule
-Version: 1.0.3
+Version: 1.0.7
 Summary: Making it easier to use SEC filings.
 Home-page: https://github.com/john-friedman/datamule-python
 Author: John Friedman
@@ -17,11 +17,5 @@ Requires-Dist: pytz
 Requires-Dist: zstandard
 Requires-Dist: doc2dict
 Requires-Dist: secsgml
-Provides-Extra: all
-Requires-Dist: openai; extra == "all"
-Requires-Dist: flask; extra == "all"
-Provides-Extra: mulebot
-Requires-Dist: openai; extra == "mulebot"
-Provides-Extra: mulebot_server
-Requires-Dist: flask; extra == "mulebot-server"
+Requires-Dist: lxml
 

datamule-1.0.7.dist-info/RECORD

@@ -0,0 +1,10 @@
+datamule/__init__.py,sha256=0npnB3i2F7YB7etG315oDiCd-eMo-A6MP5LX2gQclHY,914
+datamule/config.py,sha256=Y--CVv7JcgrjJkMOSLrvm2S8B9ost6RMSkGviP-MKtg,883
+datamule/document.py,sha256=BC8jdVy9pMOA9ghIqV5N2XJidmVNThqbBohsuSAnVoY,10813
+datamule/helper.py,sha256=xgOVnea-lUlQ5I-U0vYUp0VeKPNZehNhqjJvegA3lYE,3342
+datamule/portfolio.py,sha256=JmZlTrom_g7FXKXxWp_CiQTyC7p6_cDP08G0kFUja48,6982
+datamule/submission.py,sha256=JsxYlEz1Ywu6eC32OS15p4p-p8qB6SWd_rXuf2p5UfY,1247
+datamule-1.0.7.dist-info/METADATA,sha256=HY7kDLSjl9RuZoJkpgCBA2ugL0EpzzXMc0S7-4qjcNk,512
+datamule-1.0.7.dist-info/WHEEL,sha256=tZoeGjtWxWRfdplE7E3d45VPlLNQnvbKiYnx7gwAy8A,92
+datamule-1.0.7.dist-info/top_level.txt,sha256=iOfgmtSMFVyr7JGl_bYSTDry79JbmsG4p8zKq89ktKk,9
+datamule-1.0.7.dist-info/RECORD,,

datamule/book/book.py

@@ -1,34 +0,0 @@
-# Streams data rather than downloading it. 
-# additional functionality such as query by xbrl, and other db
-# also this is basically our experimental rework of portfolio w/o disturbing existing users
-# this is highly experimental and may not work as expected
-# only for datamule source
-# likely new bottleneck will be local parsing() - will be bypassed in future when we have parsed archive
-# wow parsed archive is going to be crazy fast - like every 10k in 1 minute.
-
-# example queries filter by sic = 7372, xbrl query = dei:operatingprofit > 0 in date range 2018-2019
-
-# hmm do we go for sql esq or not.
-# I think we do.
-# i think we remove cik, ticker, sic, etc and just have a query object
-# should be sql esq so users can use it easily w/o learnign new syntax
-
-# WHERE submission_type = '10-K'
-# AND us-gaap:ResearchAndDevelopmentExpense > 0 
-# AND dei:debt_to_equity < 2
-# AND filing_date BETWEEN '2023-01-01' AND '2023-12-31'
-# AND CIK in (123, 456, 789)
-# AND SIC in (123, 456, 789)
-# AND ticker in ('AAPL', 'GOOGL', 'AMZN')
-# AND document_type = 'EX-99.1' # to select attachments
-
-from .eftsquery import EFTSQuery
-
-
-class Book():
-    def process_submissions(self,cik,ticker,sic,submission_type,document_type,date,
-                            xbrl_query={},
-                            metadata_callback=None,
-                            document_callback=None,):
-        # grabs data and processes it
-        pass