datamule 1.1.8__py3-none-any.whl → 1.2.1__py3-none-any.whl

datamule/sheet.py

@@ -3,7 +3,7 @@ import csv
 import os
 from .helper import _process_cik_and_metadata_filters, load_package_dataset
 from .sec.xbrl.downloadcompanyfacts import download_company_facts
-from .seclibrary.bq import get_information_table
+from .seclibrary.bq import get_information_table, get_345, get_proxy_voting_record
 
 class Sheet:
     def __init__(self, path):
@@ -31,9 +31,6 @@ class Sheet:
 
     def get_information_table(
         self,
-        # Required parameters
-        table_type="INFORMATION_TABLE",
-        
         # Optional filtering parameters
         columns=None,
         name_of_issuer=None,
@@ -65,8 +62,6 @@ class Sheet:
         
         Parameters:
         -----------
-        table_type : str
-            The table to query (default is "INFORMATION_TABLE")
         columns : List[str], optional
             Specific columns to return. If None, all columns are returned.
         
@@ -97,7 +92,6 @@ class Sheet:
         """
 
         return get_information_table(
-            table_type=table_type,
             columns=columns,
             name_of_issuer=name_of_issuer,
             title_of_class=title_of_class,
@@ -124,12 +118,164 @@ class Sheet:
             verbose=verbose
         )
 
+    def get_345(
+        self,
+        # Optional filtering parameters
+        columns=None,
+        is_derivative=None,
+        is_non_derivative=None,
+        security_title=None,
+        transaction_date=None,
+        document_type=None,
+        transaction_code=None,
+        equity_swap_involved=None,
+        transaction_timeliness=None,
+        transaction_shares=None,
+        transaction_price_per_share=None,
+        shares_owned_following_transaction=None,
+        ownership_type=None,
+        deemed_execution_date=None,
+        conversion_or_exercise_price=None,
+        exercise_date=None,
+        expiration_date=None,
+        underlying_security_title=None,
+        underlying_security_shares=None,
+        underlying_security_value=None,
+        accession=None,
+        reporting_owner_cik=None,
+        issuer_cik=None,
+        filing_date=None,
+        
+        # API key handling
+        api_key=None,
+        
+        # Additional options
+        print_cost=True,
+        verbose=False
+    ):
+        """
+        Query the SEC BigQuery API for Form 345 insider transaction data.
+        
+        Parameters:
+        -----------
+        columns : List[str], optional
+            Specific columns to return. If None, all columns are returned.
+        
+        # Filter parameters
+        is_derivative, security_title, etc. : Various filters that can be:
+            - str/bool: Exact match
+            - List[str]: Match any in list
+            - tuple: (min, max) range for numeric/date fields
+            
+        reporting_owner_cik : str or List[str]
+            CIK(s) of the reporting insider(s). This is matched against an array in BigQuery.
+            Any match within the array will return the record.
+            
+        issuer_cik : str or List[str]
+            CIK(s) of the company/companies
+        
+        api_key : str, optional
+            SEC BigQuery API key. If None, looks for DATAMULE_API_KEY env variable.
+        print_cost : bool
+            Whether to print the query cost information
+        verbose : bool
+            Whether to print additional information about the query
+            
+        Returns:
+        --------
+        List[Dict]
+            A list of dictionaries containing the query results
+            
+        Raises:
+        -------
+        ValueError
+            If API key is missing or invalid
+        Exception
+            For API errors or other issues
+        """
+
+        return get_345(
+            columns=columns,
+            is_derivative=is_derivative,
+            is_non_derivative=is_non_derivative,
+            security_title=security_title,
+            transaction_date=transaction_date,
+            document_type=document_type,
+            transaction_code=transaction_code,
+            equity_swap_involved=equity_swap_involved,
+            transaction_timeliness=transaction_timeliness,
+            transaction_shares=transaction_shares,
+            transaction_price_per_share=transaction_price_per_share,
+            shares_owned_following_transaction=shares_owned_following_transaction,
+            ownership_type=ownership_type,
+            deemed_execution_date=deemed_execution_date,
+            conversion_or_exercise_price=conversion_or_exercise_price,
+            exercise_date=exercise_date,
+            expiration_date=expiration_date,
+            underlying_security_title=underlying_security_title,
+            underlying_security_shares=underlying_security_shares,
+            underlying_security_value=underlying_security_value,
+            accession=accession,
+            reporting_owner_cik=reporting_owner_cik,
+            issuer_cik=issuer_cik,
+            filing_date=filing_date,
+            
+            # API key handling
+            api_key=api_key,
+            
+            # Additional options
+            print_cost=print_cost,
+            verbose=verbose
+        )
+
+    def _download_to_csv(self, data, filepath, verbose=False):
+        """
+        Helper method to download data to a CSV file.
+        
+        Parameters:
+        -----------
+        data : List[Dict]
+            The data to save
+        filepath : str or Path
+            Path where to save the CSV file. If relative, it will be relative to the Sheet's path.
+        verbose : bool
+            Whether to print additional information
+            
+        Returns:
+        --------
+        List[Dict]
+            The input data (for method chaining)
+        """
+        # If no data returned, nothing to save
+        if not data:
+            if verbose:
+                print("No data returned from API. No file was created.")
+            return data
+        
+        # Resolve filepath - if it's not absolute, make it relative to self.path
+        filepath_obj = Path(filepath)
+        if not filepath_obj.is_absolute():
+            filepath_obj = self.path / filepath_obj
+        
+        # Create directory if it doesn't exist
+        os.makedirs(filepath_obj.parent, exist_ok=True)
+        
+        # Get fieldnames from the first record
+        fieldnames = data[0].keys()
+        
+        # Write to CSV
+        with open(filepath_obj, 'w', newline='') as csvfile:
+            writer = csv.DictWriter(csvfile, fieldnames=fieldnames)
+            writer.writeheader()
+            writer.writerows(data)
+            
+        if verbose:
+            print(f"Saved {len(data)} records to {filepath_obj}")
+            
+        
     def download_information_table(
         self,
         filepath,
-        # Required parameters
-        table_type="INFORMATION_TABLE",
-        
         # Optional filtering parameters
         columns=None,
         name_of_issuer=None,
@@ -164,8 +310,6 @@ class Sheet:
         filepath : str
             Path where to save the CSV file. If relative, it will be relative to the Sheet's path.
         
-        table_type : str
-            The table to query (default is "INFORMATION_TABLE")
         columns : List[str], optional
             Specific columns to return. If None, all columns are returned.
         
@@ -196,7 +340,6 @@ class Sheet:
         """
         # Get the data from the API
         data = self.get_information_table(
-            table_type=table_type,
             columns=columns,
             name_of_issuer=name_of_issuer,
             title_of_class=title_of_class,
@@ -219,30 +362,311 @@ class Sheet:
             verbose=verbose
         )
         
-        # If no data returned, nothing to save
-        if not data:
-            if verbose:
-                print("No data returned from API. No file was created.")
-            return data
+        # Save to CSV using the helper method
+        return self._download_to_csv(data, filepath, verbose)
+
+    def download_345(
+        self,
+        filepath,
+        # Optional filtering parameters
+        columns=None,
+        is_derivative=None,
+        is_non_derivative=None,
+        security_title=None,
+        transaction_date=None,
+        document_type=None,
+        transaction_code=None,
+        equity_swap_involved=None,
+        transaction_timeliness=None,
+        transaction_shares=None,
+        transaction_price_per_share=None,
+        shares_owned_following_transaction=None,
+        ownership_type=None,
+        deemed_execution_date=None,
+        conversion_or_exercise_price=None,
+        exercise_date=None,
+        expiration_date=None,
+        underlying_security_title=None,
+        underlying_security_shares=None,
+        underlying_security_value=None,
+        accession=None,
+        reporting_owner_cik=None,
+        issuer_cik=None,
+        filing_date=None,
         
-        # Resolve filepath - if it's not absolute, make it relative to self.path
-        filepath_obj = Path(filepath)
-        if not filepath_obj.is_absolute():
-            filepath_obj = self.path / filepath_obj
+        # API key handling
+        api_key=None,
         
-        # Create directory if it doesn't exist
-        os.makedirs(filepath_obj.parent, exist_ok=True)
+        # Additional options
+        print_cost=True,
+        verbose=False
+    ):
+        """
+        Query the SEC BigQuery API for Form 345 insider transaction data and save to CSV.
         
-        # Get fieldnames from the first record
-        fieldnames = data[0].keys()
+        Parameters:
+        -----------
+        filepath : str
+            Path where to save the CSV file. If relative, it will be relative to the Sheet's path.
         
-        # Write to CSV
-        with open(filepath_obj, 'w', newline='') as csvfile:
-            writer = csv.DictWriter(csvfile, fieldnames=fieldnames)
-            writer.writeheader()
-            writer.writerows(data)
+        columns : List[str], optional
+            Specific columns to return. If None, all columns are returned.
+        
+        # Filter parameters
+        is_derivative, security_title, etc. : Various filters that can be:
+            - str/bool: Exact match
+            - List[str]: Match any in list
+            - tuple: (min, max) range for numeric/date fields
             
-        if verbose:
-            print(f"Saved {len(data)} records to {filepath_obj}")
+        reporting_owner_cik : str or List[str]
+            CIK(s) of the reporting insider(s). This is matched against an array in BigQuery.
+            Any match within the array will return the record.
+            
+        issuer_cik : str or List[str]
+            CIK(s) of the company/companies
+        
+        api_key : str, optional
+            SEC BigQuery API key. If None, looks for DATAMULE_API_KEY env variable.
+        print_cost : bool
+            Whether to print the query cost information
+        verbose : bool
+            Whether to print additional information about the query
             
-        return data
+        Returns:
+        --------
+        List[Dict]
+            A list of dictionaries containing the query results
+            
+        Raises:
+        -------
+        ValueError
+            If API key is missing or invalid
+        Exception
+            For API errors or other issues
+        """
+        # Get the data from the API
+        data = self.get_345(
+            columns=columns,
+            is_derivative=is_derivative,
+            is_non_derivative=is_non_derivative,
+            security_title=security_title,
+            transaction_date=transaction_date,
+            document_type=document_type,
+            transaction_code=transaction_code,
+            equity_swap_involved=equity_swap_involved,
+            transaction_timeliness=transaction_timeliness,
+            transaction_shares=transaction_shares,
+            transaction_price_per_share=transaction_price_per_share,
+            shares_owned_following_transaction=shares_owned_following_transaction,
+            ownership_type=ownership_type,
+            deemed_execution_date=deemed_execution_date,
+            conversion_or_exercise_price=conversion_or_exercise_price,
+            exercise_date=exercise_date,
+            expiration_date=expiration_date,
+            underlying_security_title=underlying_security_title,
+            underlying_security_shares=underlying_security_shares,
+            underlying_security_value=underlying_security_value,
+            accession=accession,
+            reporting_owner_cik=reporting_owner_cik,
+            issuer_cik=issuer_cik,
+            filing_date=filing_date,
+            api_key=api_key,
+            print_cost=print_cost,
+            verbose=verbose
+        )
+        
+        # Save to CSV using the helper method
+        return self._download_to_csv(data, filepath, verbose)
+    
+    def get_proxy_voting_record(
+        self,
+        # Optional filtering parameters
+        columns=None,
+        meeting_date=None,
+        isin=None,
+        cusip=None,
+        issuer_name=None,
+        vote_description=None,
+        shares_on_loan=None,
+        shares_voted=None,
+        vote_category=None,
+        vote_record=None,
+        vote_source=None,
+        how_voted=None,
+        figi=None,
+        management_recommendation=None,
+        accession=None,
+        reporting_owner_cik=None,
+        filing_date=None,
+        
+        # API key handling
+        api_key=None,
+        
+        # Additional options
+        print_cost=True,
+        verbose=False
+    ):
+        """
+        Query the SEC BigQuery API for NPX proxy voting record data.
+        
+        Parameters:
+        -----------
+        columns : List[str], optional
+            Specific columns to return. If None, all columns are returned.
+        
+        # Filter parameters
+        meeting_date, isin, cusip, etc. : Various filters that can be:
+            - str: Exact match
+            - List[str]: Match any in list
+            - tuple: (min, max) range for numeric/date fields
+        
+        shares_on_loan, shares_voted : int/float or tuple
+            Numeric values or (min, max) range
+            
+        filing_date : str or tuple
+            Date string in 'YYYY-MM-DD' format or (start_date, end_date) tuple
+        
+        api_key : str, optional
+            SEC BigQuery API key. If None, looks for DATAMULE_API_KEY env variable.
+        print_cost : bool
+            Whether to print the query cost information
+        verbose : bool
+            Whether to print additional information about the query
+            
+        Returns:
+        --------
+        List[Dict]
+            A list of dictionaries containing the query results
+            
+        Raises:
+        -------
+        ValueError
+            If API key is missing or invalid
+        Exception
+            For API errors or other issues
+        """
+
+        return get_proxy_voting_record(
+            columns=columns,
+            meeting_date=meeting_date,
+            isin=isin,
+            cusip=cusip,
+            issuer_name=issuer_name,
+            vote_description=vote_description,
+            shares_on_loan=shares_on_loan,
+            shares_voted=shares_voted,
+            vote_category=vote_category,
+            vote_record=vote_record,
+            vote_source=vote_source,
+            how_voted=how_voted,
+            figi=figi,
+            management_recommendation=management_recommendation,
+            accession=accession,
+            reporting_owner_cik=reporting_owner_cik,
+            filing_date=filing_date,
+            
+            # API key handling
+            api_key=api_key,
+            
+            # Additional options
+            print_cost=print_cost,
+            verbose=verbose
+        )
+
+    def download_proxy_voting_record(
+        self,
+        filepath,
+        # Optional filtering parameters
+        columns=None,
+        meeting_date=None,
+        isin=None,
+        cusip=None,
+        issuer_name=None,
+        vote_description=None,
+        shares_on_loan=None,
+        shares_voted=None,
+        vote_category=None,
+        vote_record=None,
+        vote_source=None,
+        how_voted=None,
+        figi=None,
+        management_recommendation=None,
+        accession=None,
+        reporting_owner_cik=None,
+        filing_date=None,
+        
+        # API key handling
+        api_key=None,
+        
+        # Additional options
+        print_cost=True,
+        verbose=False
+    ):
+        """
+        Query the SEC BigQuery API for NPX proxy voting record data and save to CSV.
+        
+        Parameters:
+        -----------
+        filepath : str
+            Path where to save the CSV file. If relative, it will be relative to the Sheet's path.
+        
+        columns : List[str], optional
+            Specific columns to return. If None, all columns are returned.
+        
+        # Filter parameters
+        meeting_date, isin, cusip, etc. : Various filters that can be:
+            - str: Exact match
+            - List[str]: Match any in list
+            - tuple: (min, max) range for numeric/date fields
+        
+        shares_on_loan, shares_voted : int/float or tuple
+            Numeric values or (min, max) range
+            
+        filing_date : str or tuple
+            Date string in 'YYYY-MM-DD' format or (start_date, end_date) tuple
+        
+        api_key : str, optional
+            SEC BigQuery API key. If None, looks for DATAMULE_API_KEY env variable.
+        print_cost : bool
+            Whether to print the query cost information
+        verbose : bool
+            Whether to print additional information about the query
+            
+        Returns:
+        --------
+        List[Dict]
+            A list of dictionaries containing the query results
+            
+        Raises:
+        -------
+        ValueError
+            If API key is missing or invalid
+        Exception
+            For API errors or other issues
+        """
+        # Get the data from the API
+        data = self.get_proxy_voting_record(
+            columns=columns,
+            meeting_date=meeting_date,
+            isin=isin,
+            cusip=cusip,
+            issuer_name=issuer_name,
+            vote_description=vote_description,
+            shares_on_loan=shares_on_loan,
+            shares_voted=shares_voted,
+            vote_category=vote_category,
+            vote_record=vote_record,
+            vote_source=vote_source,
+            how_voted=how_voted,
+            figi=figi,
+            management_recommendation=management_recommendation,
+            accession=accession,
+            reporting_owner_cik=reporting_owner_cik,
+            filing_date=filing_date,
+            api_key=api_key,
+            print_cost=print_cost,
+            verbose=verbose
+        )
+        
+        # Save to CSV using the helper method
+        return self._download_to_csv(data, filepath, verbose)

datamule/submission.py

@@ -1,8 +1,10 @@
 from pathlib import Path
 import json
-from .document import Document
+from .document.document import Document
 from secsgml import parse_sgml_submission_into_memory
-from pathlib import Path
+import os
+import aiofiles
+
 
 class Submission:
     def __init__(self, path=None,sgml_content=None,keep_document_types=None):
@@ -14,7 +16,12 @@ class Submission:
         if sgml_content is not None:
             self.path = None
             self.metadata, raw_documents = parse_sgml_submission_into_memory(sgml_content)
+
+            self.accession = self.metadata['accession-number']
+            self.filing_date= f"{self.metadata['filing-date'][:4]}-{self.metadata['filing-date'][4:6]}-{self.metadata['filing-date'][6:8]}"
+    
             self.documents = []
+            filtered_metadata_documents = []
 
             for idx,doc in enumerate(self.metadata['documents']):
                 type = doc.get('type')
@@ -24,15 +31,19 @@ class Submission:
                     continue
                 filename = doc.get('filename')
                 extension = Path(filename).suffix
-                self.documents.append(Document(type=type, content=raw_documents[idx], extension=extension))
+                self.documents.append(Document(type=type, content=raw_documents[idx], extension=extension,filing_date=self.filing_date,accession=self.accession))
 
+                filtered_metadata_documents.append(doc)
+            
+            self.metadata['documents'] = filtered_metadata_documents
 
         if path is not None:
             self.path = Path(path)  
             metadata_path = self.path / 'metadata.json'
             with metadata_path.open('r') as f:
                 self.metadata = json.load(f)
-    
+
+
 
     def document_type(self, document_type):
         # Convert single document type to list for consistent handling
@@ -57,7 +68,7 @@ class Submission:
                     with document_path.open('r') as f:
                         content = f.read()
 
-                    yield Document(type=doc['type'], content=content, extension=extension)
+                    yield Document(type=doc['type'], content=content, extension=extension,filing_date=self.filing_date,accession=self.accession,path=document_path)
                 # if loaded from sgml_content
                 else:
                     yield self.documents[idx]
@@ -81,7 +92,7 @@ class Submission:
                     with document_path.open('r') as f:
                         content = f.read()
 
-                    yield Document(type=doc['type'], content=content, extension=extension)
+                    yield Document(type=doc['type'], content=content, extension=extension,filing_date=self.filing_date,accession=self.accession,path=document_path)
                 else:
                     print(f"Warning: File {document_path} does not exist likely due to keep types in downloading.")
 
@@ -110,4 +121,88 @@ class Submission:
                     # delete the file
                     document_path.unlink()
         else:
-            print("Warning: keep() method is only available when loading from path.")
+            print("Warning: keep() method is only available when loading from path.")
+
+
+
+    def save(self, output_dir="filings"):
+        file_dir = Path(output_dir) / str(self.accession)
+        file_dir.mkdir(parents=True, exist_ok=True)
+        
+        metadata_path = file_dir / "metadata.json"
+        with open(metadata_path, 'w') as f:
+            json.dump(self.metadata, f, indent=4)
+        
+        for idx, doc in enumerate(self.metadata['documents']):
+            try:
+                filename = doc.get('filename')
+                if filename is None:
+                    filename = f"{doc.get('sequence', idx)}.txt"
+            except (KeyError, IndexError):
+                filename = f"{idx}.txt"
+            
+            doc_path = file_dir / filename
+            
+            if self.path is not None:
+                if hasattr(self, 'documents') and self.documents:
+                    content = self.documents[idx].content
+                else:
+                    orig_doc_path = self.path / filename
+                    if orig_doc_path.exists():
+                        with open(orig_doc_path, 'r', encoding='utf-8', errors='replace') as f:
+                            content = f.read()
+                    else:
+                        print(f"Warning: File {orig_doc_path} does not exist, skipping.")
+                        continue
+            else:
+                content = self.documents[idx].content
+            
+            if isinstance(content, bytes):
+                with open(doc_path, 'wb') as f:
+                    f.write(content)
+            else:
+                with open(doc_path, 'w', encoding='utf-8', errors='replace') as f:
+                    f.write(content)
+        
+        return file_dir
+
+    async def save_async(self, output_dir="filings"):
+        file_dir = Path(output_dir) / str(self.accession)
+        os.makedirs(file_dir, exist_ok=True)
+        
+        metadata_path = file_dir / "metadata.json"
+        async with aiofiles.open(metadata_path, 'w') as f:
+            await f.write(json.dumps(self.metadata, indent=4))
+        
+        for idx, doc in enumerate(self.metadata['documents']):
+            try:
+                filename = doc.get('filename')
+                if filename is None:
+                    filename = f"{doc.get('sequence', idx)}.txt"
+            except (KeyError, IndexError):
+                filename = f"{idx}.txt"
+            
+            doc_path = file_dir / filename
+            
+            if self.path is not None:
+                if hasattr(self, 'documents') and self.documents:
+                    content = self.documents[idx].content
+                else:
+                    orig_doc_path = self.path / filename
+                    if orig_doc_path.exists():
+                        async with aiofiles.open(orig_doc_path, 'r', encoding='utf-8', errors='replace') as f:
+                            content = await f.read()
+                    else:
+                        print(f"Warning: File {orig_doc_path} does not exist, skipping.")
+                        continue
+            else:
+                content = self.documents[idx].content
+            
+            if isinstance(content, bytes):
+                async with aiofiles.open(doc_path, 'wb') as f:
+                    await f.write(content)
+            else:
+                async with aiofiles.open(doc_path, 'w', encoding='utf-8', errors='replace') as f:
+                    await f.write(content)
+        
+        return file_dir