datamule 1.2.0__py3-none-any.whl → 1.2.3__py3-none-any.whl
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- datamule/__init__.py +3 -1
- datamule/document/__init__.py +0 -0
- datamule/document/document.py +255 -0
- datamule/document/processing.py +604 -0
- datamule/document/table.py +260 -0
- datamule/package_updater.py +30 -0
- datamule/portfolio.py +5 -3
- datamule/sec/submissions/downloader.py +14 -37
- datamule/seclibrary/downloader.py +50 -9
- datamule/submission.py +111 -26
- {datamule-1.2.0.dist-info → datamule-1.2.3.dist-info}/METADATA +1 -1
- {datamule-1.2.0.dist-info → datamule-1.2.3.dist-info}/RECORD +14 -10
- datamule/document.py +0 -465
- {datamule-1.2.0.dist-info → datamule-1.2.3.dist-info}/WHEEL +0 -0
- {datamule-1.2.0.dist-info → datamule-1.2.3.dist-info}/top_level.txt +0 -0
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from .table import Table
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from warnings import warn
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def safe_get(d, keys, default=None):
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"""Safely access nested dictionary keys"""
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current = d
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for key in keys:
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if isinstance(current, dict) and key in current:
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current = current[key]
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else:
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return default
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return current
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def process_tabular_data(self):
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if self.type in ["3","4","5","3/A","4/A","5/A"]:
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tables = process_ownership(self.data, self.accession)
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elif self.type in ["13F-HR", "13F-HR/A","13F-NT", "13F-NT/A"]:
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tables = process_13fhr(self.data, self.accession)
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elif self.type in ["INFORMATION TABLE"]:
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tables = process_information_table(self.data, self.accession)
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elif self.type in ["SBSEF","SBSEF/A","SBSEF-V","SBSEF-W"]:
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tables = process_sbsef(self.data, self.accession)
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elif self.type in ["SDR","SDR/A","SDR-W","SDR-A"]:
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tables = process_sdr_header_data(self.data, self.accession)
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elif self.type in ["EX-99.C SDR"]:
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tables = process_ex_99c_sdr(self.data, self.accession)
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elif self.type in ["EX-99.A SDR SUMMARY"]:
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tables = process_ex_99a_summary_sdr(self.data, self.accession)
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elif self.type in ["EX-99.G SDR"]:
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tables = process_ex_99g_summary_sdr(self.data, self.accession)
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elif self.type in ["EX-99.I SDR SUMMARY"]:
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tables = process_ex_99i_summary_sdr(self.data, self.accession)
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elif self.type in ["144", "144/A"]:
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tables = process_144(self.data, self.accession)
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elif self.type in ["24F-2NT", "24F-2NT/A"]:
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tables = process_24f2nt(self.data, self.accession)
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elif self.type in ["25-NSE", "25-NSE/A"]:
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tables = process_25nse(self.data, self.accession)
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elif self.type in ["ATS-N", "ATS-N/A"]:
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tables = process_ats(self.data, self.accession)
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# elif self.type in ["C","C-W","C-U","C-U-W","C/A","C/A-W",
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# "C-AR","C-AR-W","C-AR/A","C-AR/A-W","C-TR","C-TR-W"]:
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# tables = process_c(self.data, self.accession)
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elif self.type in ["CFPORTAL","CFPORTAL/A","CFPORTAL-W"]:
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tables = process_cfportal(self.data, self.accession)
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# elif self.type in ["D","D/A"]:
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# tables = process_d(self.data, self.accession)
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# elif self.type in ["MA","MA-A","MA/A","MA-I","MA-I/A","MA-W"]:
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# tables = process_ma(self.data, self.accession)
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# elif self.type in ["N-CEN","N-CEN/A"]:
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# tables = process_ncen(self.data, self.accession)
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# elif self.type in ["N-MFP","N-MFP/A","N-MFP1","N-MFP1/A",
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# "N-MFP2","N-MFP2/A","N-MFP3","N-MFP3/A"]:
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# tables = process_nmfp(self.data, self.accession)
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# elif self.type in ["NPORT-P","NPORT-P/A"]:
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# tables = process_nportp(self.data, self.accession)
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elif self.type in ["N-PX","N-PX/A"]:
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tables = process_npx(self.data, self.accession)
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# elif self.type in ["TA-1","TA-1/A","TA-W","TA-2","TA-2/A"]:
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# tables = process_ta(self.data, self.accession)
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elif self.type in ["X-17A-5","X-17A-5/A"]:
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tables = process_x17a5(self.data, self.accession)
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elif self.type in ["SCHEDULE 13D","SCHEDULE 13D/A",
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"SCHEDULE 13G","SCHEDULE 13G/A"]:
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tables = process_schedule_13(self.data, self.accession)
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elif self.type in ["1-A","1-A/A","1-A POS","1-K","1-K/A","1-Z","1-Z/A"]:
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tables = process_reg_a(self.data, self.accession)
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# elif self.type in ["SBSE","SBSE/A","SBSE-A","SBSE-A/A","SBSE-BD","SBSE-BD/A","SBSE-C","SBSE-W","SBSE-CCO-RPT","SBSE-CCO-RPT/A"]:
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# tables = process_sbs(self.data, self.accession)
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# elif self.type in ["EX-102"]:
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# tables = process_ex102_abs(self.data, self.accession)
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elif self.type == "PROXY VOTING RECORD":
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tables = process_proxy_voting_record(self.data, self.accession)
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else:
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warn(f"Processing for {self.type} is not implemented yet.")
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return []
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if tables is not None:
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[table.map_data() for table in tables]
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return tables
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def _flatten_dict(d, parent_key=''):
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items = {}
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if isinstance(d, list):
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return [_flatten_dict(item) for item in d]
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for k, v in d.items():
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new_key = f"{parent_key}_{k}" if parent_key else k
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if isinstance(v, dict):
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items.update(_flatten_dict(v, new_key))
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else:
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items[new_key] = str(v)
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return items
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def process_ownership(data, accession):
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tables = []
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if 'ownershipDocument' not in data:
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return tables
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ownership_doc = data['ownershipDocument']
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if 'nonDerivativeTable' in ownership_doc:
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non_deriv_table = ownership_doc['nonDerivativeTable']
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if 'nonDerivativeHolding' in non_deriv_table and non_deriv_table['nonDerivativeHolding']:
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tables.append(Table(_flatten_dict(non_deriv_table['nonDerivativeHolding']), 'non_derivative_holding_ownership', accession))
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if 'nonDerivativeTransaction' in non_deriv_table and non_deriv_table['nonDerivativeTransaction']:
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tables.append(Table(_flatten_dict(non_deriv_table['nonDerivativeTransaction']), 'non_derivative_transaction_ownership', accession))
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if 'derivativeTable' in ownership_doc:
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deriv_table = ownership_doc['derivativeTable']
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if 'derivativeHolding' in deriv_table and deriv_table['derivativeHolding']:
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tables.append(Table(_flatten_dict(deriv_table['derivativeHolding']), 'derivative_holding_ownership', accession))
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if 'derivativeTransaction' in deriv_table and deriv_table['derivativeTransaction']:
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tables.append(Table(_flatten_dict(deriv_table['derivativeTransaction']), 'derivative_transaction_ownership', accession))
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metadata_table_dict = {'schemaVersion': ownership_doc.get('schemaVersion', None),
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'documentType': ownership_doc.get('documentType', None),
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'periodOfReport': ownership_doc.get('periodOfReport', None),
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'dateOfOriginalSubmission': ownership_doc.get('dateOfOriginalSubmission', None),
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'noSecuritiesOwned': ownership_doc.get('noSecuritiesOwned', None),
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'notSubjectToSection16': ownership_doc.get('notSubjectToSection16', None),
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'form3HoldingsReported': ownership_doc.get('form3HoldingsReported', None),
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'form4TransactionsReported': ownership_doc.get('form4TransactionsReported', None),
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'aff10b5One': ownership_doc.get('aff10b5One', None),
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'remarks': ownership_doc.get('remarks', None)}
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metadata_table = Table(data=metadata_table_dict, type='metadata_ownership', accession=accession)
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tables.append(metadata_table)
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if 'reportingOwner' in ownership_doc:
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tables.append(Table(_flatten_dict(ownership_doc['reportingOwner']), 'reporting_owner_ownership', accession))
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if 'ownerSignature' in ownership_doc:
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tables.append(Table(_flatten_dict(ownership_doc['ownerSignature']), 'owner_signature_ownership', accession))
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return tables
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def process_information_table(data, accession):
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tables = []
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information_table = safe_get(data, ['informationTable','infoTable'])
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if information_table:
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tables.append(Table(_flatten_dict(information_table), 'information_table', accession))
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return tables
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def process_13fhr(data, accession):
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tables = []
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edgar_submission = safe_get(data, ['edgarSubmission'])
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if edgar_submission:
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tables.append(Table(_flatten_dict(edgar_submission), '13fhr', accession))
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return tables
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def process_sbsef(data, accession):
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tables = []
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header_data = safe_get(data, ['edgarSubmission'])
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if header_data:
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tables.append(Table(_flatten_dict(header_data), 'sbsef', accession))
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return tables
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def process_sdr_header_data(data, accession):
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tables = []
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edgar_submission = safe_get(data, ['edgarSubmission'])
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if edgar_submission:
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tables.append(Table(_flatten_dict(edgar_submission), 'sdr', accession))
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return tables
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def process_ex_99c_sdr(data, accession):
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tables = []
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director_governors = safe_get(data, ['directorGovernors','officer'])
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if director_governors:
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tables.append(Table(_flatten_dict(director_governors), 'ex99c_sdr', accession))
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return tables
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def process_ex_99a_summary_sdr(data, accession):
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tables = []
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controlling_persons = safe_get(data, ['controllingPersons','controlPerson'])
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if controlling_persons:
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tables.append(Table(_flatten_dict(controlling_persons), 'ex99a_sdr', accession))
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return tables
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def process_ex_99g_summary_sdr(data, accession):
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tables = []
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affiliates = safe_get(data, ['affiliates','affiliate'])
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if affiliates:
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tables.append(Table(_flatten_dict(affiliates), 'ex99g_sdr', accession))
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return tables
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def process_ex_99i_summary_sdr(data, accession):
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tables = []
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service_provider_contracts = safe_get(data, ['serviceProviderContracts','serviceProviderContract'])
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if service_provider_contracts:
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tables.append(Table(_flatten_dict(service_provider_contracts), 'ex99i_sdr', accession))
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return tables
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def process_144(data, accession):
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tables = []
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notice_signature = safe_get(data, ['edgarSubmission', 'formData', 'noticeSignature'])
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if notice_signature:
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tables.append(Table(_flatten_dict(notice_signature), 'signatures_144', accession))
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securities_sold = safe_get(data, ['edgarSubmission', 'formData', 'securitiesSoldInPast3Months'])
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if securities_sold:
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tables.append(Table(_flatten_dict(securities_sold), 'securities_sold_in_past_3_months_144', accession))
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securities_to_be_sold = safe_get(data, ['edgarSubmission', 'formData', 'securitiesToBeSold'])
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if securities_to_be_sold:
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tables.append(Table(_flatten_dict(securities_to_be_sold), 'securities_to_be_sold_144', accession))
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securities_info = safe_get(data, ['edgarSubmission', 'formData', 'securitiesInformation'])
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if securities_info:
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tables.append(Table(_flatten_dict(securities_info), 'securities_information_144', accession))
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issuer_info = safe_get(data, ['edgarSubmission', 'formData', 'issuerInfo'])
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if issuer_info:
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tables.append(Table(_flatten_dict(issuer_info), 'issuer_information_144', accession))
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header_data = safe_get(data, ['edgarSubmission', 'headerData'])
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metadata_table = Table(_flatten_dict(header_data), 'metadata_144', accession)
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remarks = safe_get(data, ['edgarSubmission', 'formData', 'remarks'])
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if remarks:
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metadata_table.add_column('remarks', remarks)
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tables.append(metadata_table)
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return tables
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def process_24f2nt(data, accession):
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tables = []
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header_data = safe_get(data, ['edgarSubmission', 'headerData'])
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if header_data:
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header_data_table = Table(_flatten_dict(header_data), 'metadata_24f_2nt', accession)
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schema_version = safe_get(data, ['edgarSubmission', 'schemaVersion'])
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if schema_version:
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header_data_table.add_column('schemaVersion', schema_version)
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tables.append(header_data_table)
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item1 = safe_get(data, ['edgarSubmission', 'formData', 'annualFilings', 'annualFilingInfo', 'item1'])
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if item1:
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tables.append(Table(_flatten_dict(item1), 'item_1_24f2nt', accession))
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for i in range(2, 10):
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item = safe_get(data, ['edgarSubmission', 'formData', 'annualFilings', 'annualFilingInfo', f'item{i}'])
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if item:
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tables.append(Table(_flatten_dict(item), f'item_{i}_24f2nt', accession))
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signature = safe_get(data, ['edgarSubmission', 'formData', 'annualFilings', 'annualFilingInfo', 'signature'])
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if signature:
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tables.append(Table(_flatten_dict(signature), 'signature_24f2nt', accession))
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return tables
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def process_25nse(data, accession):
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tables = []
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notification = safe_get(data, ['notificationOfRemoval'])
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if notification:
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tables.append(Table(_flatten_dict(notification), '25nse', accession))
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return tables
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def process_ats(data, accession):
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tables = []
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header_data = safe_get(data, ['edgarSubmission', 'headerData'])
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if header_data:
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tables.append(Table(_flatten_dict(header_data), 'metadata_ats', accession))
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cover = safe_get(data, ['edgarSubmission', 'formData', 'cover'])
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if cover:
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tables.append(Table(_flatten_dict(cover), 'cover_ats', accession))
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part_one = safe_get(data, ['edgarSubmission', 'formData', 'partOne'])
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if part_one:
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tables.append(Table(_flatten_dict(part_one), 'part_one_ats', accession))
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part_two = safe_get(data, ['edgarSubmission', 'formData', 'partTwo'])
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if part_two:
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tables.append(Table(_flatten_dict(part_two), 'part_two_ats', accession))
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part_three = safe_get(data, ['edgarSubmission', 'formData', 'partThree'])
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if part_three:
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tables.append(Table(_flatten_dict(part_three), 'part_three_ats', accession))
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part_four = safe_get(data, ['edgarSubmission', 'formData', 'partFour'])
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if part_four:
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tables.append(Table(_flatten_dict(part_four), 'part_four_ats', accession))
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return tables
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# def process_c(data, accession):
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291
|
+
# tables = []
|
292
|
+
# header_data = safe_get(data, ['edgarSubmission', 'headerData'])
|
293
|
+
# if header_data:
|
294
|
+
# tables.append(Table(_flatten_dict(header_data), 'metadata_c', accession))
|
295
|
+
|
296
|
+
# issuer_info = safe_get(data, ['edgarSubmission', 'formData', 'issuerInformation'])
|
297
|
+
# if issuer_info:
|
298
|
+
# tables.append(Table(_flatten_dict(issuer_info), 'issuer_information_c', accession))
|
299
|
+
|
300
|
+
# offering_info = safe_get(data, ['edgarSubmission', 'formData', 'offeringInformation'])
|
301
|
+
# if offering_info:
|
302
|
+
# tables.append(Table(_flatten_dict(offering_info), 'offering_information_c', accession))
|
303
|
+
|
304
|
+
# annual_report = safe_get(data, ['edgarSubmission', 'formData', 'annualReportDisclosureRequirements'])
|
305
|
+
# if annual_report:
|
306
|
+
# tables.append(Table(_flatten_dict(annual_report), 'annual_report_disclosure_requirements_c', accession))
|
307
|
+
|
308
|
+
# signature_info = safe_get(data, ['edgarSubmission', 'formData', 'signatureInfo'])
|
309
|
+
# if signature_info:
|
310
|
+
# tables.append(Table(_flatten_dict(signature_info), 'signature_info_c', accession))
|
311
|
+
|
312
|
+
# return tables
|
313
|
+
|
314
|
+
def process_cfportal(data, accession):
|
315
|
+
tables = []
|
316
|
+
header_data = safe_get(data, ['edgarSubmission', 'headerData'])
|
317
|
+
if header_data:
|
318
|
+
tables.append(Table(_flatten_dict(header_data), 'metadata_cfportal', accession))
|
319
|
+
|
320
|
+
base_path = ['edgarSubmission', 'formData']
|
321
|
+
sections = [
|
322
|
+
('identifyingInformation', 'identifying_information_cfportal'),
|
323
|
+
('formOfOrganization', 'form_of_organization_cfportal'),
|
324
|
+
('successions', 'successions_cfportal'),
|
325
|
+
('controlRelationships', 'control_relationships_cfportal'),
|
326
|
+
('disclosureAnswers', 'disclosure_answers_cfportal'),
|
327
|
+
('nonSecuritiesRelatedBusiness', 'non_securities_related_business_cfportal'),
|
328
|
+
('escrowArrangements', 'escrow_arrangements_cfportal'),
|
329
|
+
('execution', 'execution_cfportal'),
|
330
|
+
('scheduleA', 'schedule_a_cfportal'),
|
331
|
+
('scheduleB', 'schedule_b_cfportal'),
|
332
|
+
('scheduleC', 'schedule_c_cfportal'),
|
333
|
+
('scheduleD', 'schedule_d_cfportal'),
|
334
|
+
('criminalDrpInfo', 'criminal_drip_info_cfportal'),
|
335
|
+
('regulatoryDrpInfo', 'regulatory_drip_info_cfportal'),
|
336
|
+
('civilJudicialDrpInfo', 'civil_judicial_drip_info_cfportal'),
|
337
|
+
('bankruptcySipcDrpInfo', 'bankruptcy_sipc_drip_info_cfportal'),
|
338
|
+
('bondDrpInfo', 'bond_drip_info_cfportal'),
|
339
|
+
('judgementDrpInfo', 'judgement_drip_info_cfportal')
|
340
|
+
]
|
341
|
+
|
342
|
+
for section_key, table_name in sections:
|
343
|
+
section_data = safe_get(data, base_path + [section_key])
|
344
|
+
if section_data:
|
345
|
+
tables.append(Table(_flatten_dict(section_data), table_name, accession))
|
346
|
+
|
347
|
+
return tables
|
348
|
+
|
349
|
+
# def process_d(data, accession):
|
350
|
+
# tables = []
|
351
|
+
# primary_issuer = safe_get(data, ['edgarSubmission', 'primaryIssuer'])
|
352
|
+
# if primary_issuer:
|
353
|
+
# metadata = Table(_flatten_dict(primary_issuer), 'metadata_d', accession)
|
354
|
+
|
355
|
+
# metadata_columns = ['schemaVersion', 'submissionType', 'testOrLive', 'returnCopy', 'contactData', 'notificationAddressList']
|
356
|
+
# for col in metadata_columns:
|
357
|
+
# col_data = safe_get(data, ['edgarSubmission', col])
|
358
|
+
# if col_data:
|
359
|
+
# metadata.add_column(col, col_data)
|
360
|
+
|
361
|
+
# tables.append(metadata)
|
362
|
+
|
363
|
+
# issuer_list = safe_get(data, ['edgarSubmission', 'issuerList'])
|
364
|
+
# if issuer_list:
|
365
|
+
# tables.append(Table(_flatten_dict(issuer_list), 'primary_issuer_d', accession))
|
366
|
+
|
367
|
+
# offering_data = safe_get(data, ['edgarSubmission', 'offeringData'])
|
368
|
+
# if offering_data:
|
369
|
+
# tables.append(Table(_flatten_dict(offering_data), 'offering_data_d', accession))
|
370
|
+
|
371
|
+
# related_persons_list = safe_get(data, ['edgarSubmission', 'relatedPersonsList'])
|
372
|
+
# if related_persons_list:
|
373
|
+
# tables.append(Table(_flatten_dict(related_persons_list), 'related_persons_list_d', accession))
|
374
|
+
|
375
|
+
# return tables
|
376
|
+
|
377
|
+
# def process_nmfp(data, accession):
|
378
|
+
# tables = []
|
379
|
+
# header_data = safe_get(data, ['edgarSubmission', 'headerData'])
|
380
|
+
# if header_data:
|
381
|
+
# tables.append(Table(_flatten_dict(header_data), 'metadata_nmfp', accession))
|
382
|
+
|
383
|
+
# general_info = safe_get(data, ['edgarSubmission', 'formData', 'generalInfo'])
|
384
|
+
# if general_info:
|
385
|
+
# tables.append(Table(_flatten_dict(general_info), 'general_information_nmfp', accession))
|
386
|
+
|
387
|
+
# series_level_info = safe_get(data, ['edgarSubmission', 'formData', 'seriesLevelInfo'])
|
388
|
+
# if series_level_info:
|
389
|
+
# tables.append(Table(_flatten_dict(series_level_info), 'series_level_info_nmfp', accession))
|
390
|
+
|
391
|
+
# class_level_info = safe_get(data, ['edgarSubmission', 'formData', 'classLevelInfo'])
|
392
|
+
# if class_level_info:
|
393
|
+
# tables.append(Table(_flatten_dict(class_level_info), 'class_level_info_nmfp', accession))
|
394
|
+
|
395
|
+
# portfolio_securities = safe_get(data, ['edgarSubmission', 'formData', 'scheduleOfPortfolioSecuritiesInfo'])
|
396
|
+
# if portfolio_securities:
|
397
|
+
# tables.append(Table(_flatten_dict(portfolio_securities), 'schedule_of_portfolio_securities_info_nmfp', accession))
|
398
|
+
|
399
|
+
# signature = safe_get(data, ['edgarSubmission', 'formData', 'signature'])
|
400
|
+
# if signature:
|
401
|
+
# tables.append(Table(_flatten_dict(signature), 'signature_nmfp', accession))
|
402
|
+
|
403
|
+
# return tables
|
404
|
+
|
405
|
+
# def process_nportp(data, accession):
|
406
|
+
# tables = []
|
407
|
+
# header_data = safe_get(data, ['edgarSubmission', 'headerData'])
|
408
|
+
# if header_data:
|
409
|
+
# tables.append(Table(_flatten_dict(header_data), 'metadata_nportp', accession))
|
410
|
+
|
411
|
+
# gen_info = safe_get(data, ['edgarSubmission', 'formData', 'genInfo'])
|
412
|
+
# if gen_info:
|
413
|
+
# tables.append(Table(_flatten_dict(gen_info), 'general_information_nportp', accession))
|
414
|
+
|
415
|
+
# fund_info = safe_get(data, ['edgarSubmission', 'formData', 'fundInfo'])
|
416
|
+
# if fund_info:
|
417
|
+
# tables.append(Table(_flatten_dict(fund_info), 'fund_information_nportp', accession))
|
418
|
+
|
419
|
+
# invst_or_secs = safe_get(data, ['edgarSubmission', 'formData', 'invstOrSecs'])
|
420
|
+
# if invst_or_secs:
|
421
|
+
# tables.append(Table(_flatten_dict(invst_or_secs), 'investment_or_securities_nportp', accession))
|
422
|
+
|
423
|
+
# signature = safe_get(data, ['edgarSubmission', 'formData', 'signature'])
|
424
|
+
# if signature:
|
425
|
+
# tables.append(Table(_flatten_dict(signature), 'signature_nportp', accession))
|
426
|
+
|
427
|
+
# return tables
|
428
|
+
|
429
|
+
def process_npx(data, accession):
|
430
|
+
tables = []
|
431
|
+
edgar_submission = safe_get(data, ['edgarSubmission'])
|
432
|
+
if edgar_submission:
|
433
|
+
tables.append(Table(_flatten_dict(edgar_submission), 'npx', accession))
|
434
|
+
return tables
|
435
|
+
|
436
|
+
def process_proxy_voting_record(data, accession):
|
437
|
+
tables = []
|
438
|
+
proxy_table = safe_get(data, ['proxyVoteTable', 'proxyTable'])
|
439
|
+
if proxy_table:
|
440
|
+
tables.append(Table(_flatten_dict(proxy_table), 'proxy_voting_record', accession))
|
441
|
+
return tables
|
442
|
+
|
443
|
+
# SOMETHING IS VERY OFF HERE
|
444
|
+
# def process_ta(data, accession):
|
445
|
+
# tables = []
|
446
|
+
# header_data = safe_get(data, ['edgarSubmission', 'headerData'])
|
447
|
+
# if header_data:
|
448
|
+
# metadata_ta = Table(_flatten_dict(header_data), 'metadata_ta', accession)
|
449
|
+
# schema_version = safe_get(data, ['edgarSubmission', 'schemaVersion'])
|
450
|
+
# if schema_version:
|
451
|
+
# metadata_ta.add_column('schemaVersion', schema_version)
|
452
|
+
# tables.append(metadata_ta)
|
453
|
+
|
454
|
+
# registrant = safe_get(data, ['edgarSubmission', 'registrant'])
|
455
|
+
# if registrant:
|
456
|
+
# tables.append(Table(_flatten_dict(registrant), 'registrant_ta', accession))
|
457
|
+
|
458
|
+
# independent_registrant = safe_get(data, ['edgarSubmission', 'formData', 'independentRegistrant'])
|
459
|
+
# if independent_registrant:
|
460
|
+
# tables.append(Table(_flatten_dict(independent_registrant), 'independent_registrant_ta', accession))
|
461
|
+
|
462
|
+
# disciplinary_history = safe_get(data, ['edgarSubmission', 'formData', 'disciplinaryHistory'])
|
463
|
+
# if disciplinary_history:
|
464
|
+
# tables.append(Table(_flatten_dict(disciplinary_history), 'disciplinary_history_ta', accession))
|
465
|
+
|
466
|
+
# signature = safe_get(data, ['edgarSubmission', 'formData', 'signature'])
|
467
|
+
# if signature:
|
468
|
+
# tables.append(Table(_flatten_dict(signature), 'signature_ta', accession))
|
469
|
+
|
470
|
+
# return tables
|
471
|
+
|
472
|
+
def process_x17a5(data, accession):
|
473
|
+
tables = []
|
474
|
+
header_data = safe_get(data, ['edgarSubmission', 'headerData'])
|
475
|
+
if header_data:
|
476
|
+
tables.append(Table(_flatten_dict(header_data), 'metadata_x17a5', accession))
|
477
|
+
|
478
|
+
submission_info = safe_get(data, ['edgarSubmission', 'formData', 'submissionInformation'])
|
479
|
+
if submission_info:
|
480
|
+
tables.append(Table(_flatten_dict(submission_info), 'submission_information_x17a5', accession))
|
481
|
+
|
482
|
+
registrant_id = safe_get(data, ['edgarSubmission', 'formData', 'registrantIdentification'])
|
483
|
+
if registrant_id:
|
484
|
+
tables.append(Table(_flatten_dict(registrant_id), 'registrant_identification_x17a5', accession))
|
485
|
+
|
486
|
+
accountant_id = safe_get(data, ['edgarSubmission', 'formData', 'accountantIdentification'])
|
487
|
+
if accountant_id:
|
488
|
+
tables.append(Table(_flatten_dict(accountant_id), 'accountant_identification_x17a5', accession))
|
489
|
+
|
490
|
+
oath_signature = safe_get(data, ['edgarSubmission', 'formData', 'oathSignature'])
|
491
|
+
if oath_signature:
|
492
|
+
tables.append(Table(_flatten_dict(oath_signature), 'oath_signature_x17a5', accession))
|
493
|
+
|
494
|
+
return tables
|
495
|
+
|
496
|
+
def process_schedule_13(data, accession):
|
497
|
+
tables = []
|
498
|
+
header_data = safe_get(data, ['edgarSubmission', 'headerData'])
|
499
|
+
if header_data:
|
500
|
+
tables.append(Table(_flatten_dict(header_data), 'metadata_schedule_13', accession))
|
501
|
+
|
502
|
+
cover_page_header = safe_get(data, ['edgarSubmission', 'formData', 'coverPageHeader'])
|
503
|
+
if cover_page_header:
|
504
|
+
tables.append(Table(_flatten_dict(cover_page_header), 'cover_schedule_13', accession))
|
505
|
+
|
506
|
+
cover_page_details = safe_get(data, ['edgarSubmission', 'formData', 'coverPageHeaderReportingPersonDetails'])
|
507
|
+
if cover_page_details:
|
508
|
+
tables.append(Table(_flatten_dict(cover_page_details), 'reporting_person_details_schedule_13', accession))
|
509
|
+
|
510
|
+
items = safe_get(data, ['edgarSubmission', 'formData', 'items'])
|
511
|
+
if items and isinstance(items, dict):
|
512
|
+
for k, v in items.items():
|
513
|
+
if v:
|
514
|
+
tables.append(Table(_flatten_dict(v), f'{k}_schedule_13', accession))
|
515
|
+
|
516
|
+
signature_info = safe_get(data, ['edgarSubmission', 'formData', 'signatureInformation'])
|
517
|
+
if signature_info:
|
518
|
+
tables.append(Table(_flatten_dict(signature_info), 'signature_information_schedule_13', accession))
|
519
|
+
|
520
|
+
return tables
|
521
|
+
|
522
|
+
def process_reg_a(data, accession):
|
523
|
+
tables = []
|
524
|
+
header_data = safe_get(data, ['edgarSubmission', 'headerData'])
|
525
|
+
if header_data:
|
526
|
+
tables.append(Table(_flatten_dict(header_data), 'metadata_reg_a', accession))
|
527
|
+
|
528
|
+
base_path = ['edgarSubmission', 'formData']
|
529
|
+
sections = [
|
530
|
+
('employeesInfo', 'employees_info_reg_a'),
|
531
|
+
('issuerInfo', 'issuer_info_reg_a'),
|
532
|
+
('commonEquity', 'common_equity_reg_a'),
|
533
|
+
('preferredEquity', 'preferred_equity_reg_a'),
|
534
|
+
('debtSecurities', 'debt_securities_reg_a'),
|
535
|
+
('issuerEligibility', 'issuer_eligibility_reg_a'),
|
536
|
+
('applicationRule262', 'application_rule_262_reg_a'),
|
537
|
+
('summaryInfo', 'summary_info_reg_a'),
|
538
|
+
('juridictionSecuritiesOffered', 'juridiction_securities_offered_reg_a'),
|
539
|
+
('unregisteredSecurities', 'unregistered_securities_reg_a'),
|
540
|
+
('securitiesIssued', 'securities_issued_reg_a'),
|
541
|
+
('unregisteredSecuritiesAct', 'unregistered_securities_act_reg_a')
|
542
|
+
]
|
543
|
+
|
544
|
+
for section_key, table_name in sections:
|
545
|
+
section_data = safe_get(data, base_path + [section_key])
|
546
|
+
if section_data:
|
547
|
+
tables.append(Table(_flatten_dict(section_data), table_name, accession))
|
548
|
+
|
549
|
+
return tables
|
550
|
+
|
551
|
+
# looks good but some extra nesed tables we missed
|
552
|
+
# def process_sbs(data, accession):
|
553
|
+
# tables = []
|
554
|
+
# header_data = safe_get(data, ['edgarSubmission', 'headerData'])
|
555
|
+
# if header_data:
|
556
|
+
# tables.append(Table(_flatten_dict(header_data), 'metadata_sbse', accession))
|
557
|
+
|
558
|
+
# applicant = safe_get(data, ['edgarSubmission', 'formData', 'applicant'])
|
559
|
+
# if applicant and isinstance(applicant, dict):
|
560
|
+
# for k, v in applicant.items():
|
561
|
+
# if v:
|
562
|
+
# tables.append(Table(_flatten_dict(v), f'applicant_{k}_sbs', accession))
|
563
|
+
|
564
|
+
# base_path = ['edgarSubmission', 'formData']
|
565
|
+
# sections = [
|
566
|
+
# ('scheduleA', 'schedule_a_sbs'),
|
567
|
+
# ('scheduleB', 'schedule_b_sbs'),
|
568
|
+
# ('scheduleC', 'schedule_c_sbs'),
|
569
|
+
# ('scheduleD', 'schedule_d_sbs'),
|
570
|
+
# ('scheduleE', 'schedule_e_sbs'),
|
571
|
+
# ('scheduleF', 'schedule_f_sbs'),
|
572
|
+
# ('criminalDrpInfo', 'criminal_drip_info_sbs'),
|
573
|
+
# ('regulatoryDrpInfo', 'regulatory_drip_info_sbs'),
|
574
|
+
# ('civilJudicialDrpInfo', 'civil_judicial_drip_info_sbs'),
|
575
|
+
# ('bankruptcySipcDrpInfo', 'bankruptcy_sipc_drip_info_sbs'),
|
576
|
+
# ('execution', 'execution_sbs')
|
577
|
+
# ]
|
578
|
+
|
579
|
+
# for section_key, table_name in sections:
|
580
|
+
# section_data = safe_get(data, base_path + [section_key])
|
581
|
+
# if section_data:
|
582
|
+
# tables.append(Table(_flatten_dict(section_data), table_name, accession))
|
583
|
+
|
584
|
+
# return tables
|
585
|
+
|
586
|
+
# def process_ex102_abs(data, accession):
|
587
|
+
# tables = []
|
588
|
+
# asset_data = safe_get(data, ['assetData'])
|
589
|
+
# if asset_data:
|
590
|
+
# tables.append(Table(_flatten_dict(asset_data), 'abs', accession))
|
591
|
+
# raise NotImplementedError("Need to implement the rest of the ABS processing")
|
592
|
+
# return tables
|
593
|
+
|
594
|
+
# def process_ma(data, accession):
|
595
|
+
# tables = []
|
596
|
+
# header_data = safe_get(data, ['edgarSubmission', 'headerData'])
|
597
|
+
# if header_data:
|
598
|
+
# header_ma = Table(_flatten_dict(header_data), 'metadata_ma', accession)
|
599
|
+
# tables.append(header_ma)
|
600
|
+
# # WE NEED TO COMBINE TABLES
|
601
|
+
# raise NotImplementedError("Need to implement the rest of the MA processing")
|
602
|
+
|
603
|
+
# def process_ncen(data, accession):
|
604
|
+
# raise NotImplementedError("Need to implement the N-CEN processing")
|