datamule 1.2.8__py3-none-any.whl → 1.3.0__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/data/listed_filer_metadata.csv +7639 -0
- datamule/document/mappings/d.py +50 -52
- datamule/document/processing.py +13 -5
- datamule/document/table.py +4 -4
- datamule/helper.py +59 -50
- datamule/sec/submissions/monitor.py +1 -1
- {datamule-1.2.8.dist-info → datamule-1.3.0.dist-info}/METADATA +2 -3
- {datamule-1.2.8.dist-info → datamule-1.3.0.dist-info}/RECORD +10 -9
- {datamule-1.2.8.dist-info → datamule-1.3.0.dist-info}/WHEEL +0 -0
- {datamule-1.2.8.dist-info → datamule-1.3.0.dist-info}/top_level.txt +0 -0
datamule/document/mappings/d.py
CHANGED
@@ -10,7 +10,7 @@ issuer_list_d_dict = {
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'issuer_entityType': 'entityType',
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'issuer_issuerAddress_street2': 'issuerStreet2',
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'issuer_entityName': 'entityName',
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'accession': '
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'accession': 'accession',
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'issuer_edgarPreviousNameList_value': 'edgarPreviousNameListValue',
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'issuer_entityTypeOtherDesc': 'entityTypeOtherDesc',
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'issuer_yearOfInc_yetToBeFormed': 'yearOfIncYetToBeFormed',
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@@ -26,66 +26,64 @@ metadata_d_dict = {
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"submissionType" : "submissionType",
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}
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offering_data_d_dict = {
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'
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'
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'
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'
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'salesCompensationList_recipient_recipientAddress_stateOrCountryDescription': 'recipientStateOrCountryDescription',
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'signatureBlock_signature_signatureName': 'signatureName',
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'federalExemptionsExclusions_item': 'federalExemptionsItem',
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'salesCommissionsFindersFees_findersFees_isEstimate': 'findersFeesIsEstimate',
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'salesCommissionsFindersFees_salesCommissions_dollarAmount': 'salesCommissionsDollarAmount',
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'salesCompensationList_recipient_recipientName': 'recipientName',
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'salesCommissionsFindersFees_salesCommissions_isEstimate': 'salesCommissionsIsEstimate',
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+
'salesCompensationList_recipient_foreignSolicitation': 'foreignSolicitation',
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'typeOfFiling_dateOfFirstSale_yetToOccur': 'dateOfFirstSaleYetToOccur',
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'industryGroup_investmentFundInfo_is40Act': 'is40Act',
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'salesCommissionsFindersFees_findersFees_dollarAmount': 'findersFeesAmount',
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'offeringSalesAmounts_totalRemaining': 'totalRemaining',
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'salesCommissionsFindersFees_clarificationOfResponse': 'salesCommissionsClarification',
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'salesCompensationList_recipient_statesOfSolicitationList_value': 'recipientStatesOfSolicitationValue',
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'investors_numberNonAccreditedInvestors': 'numberNonAccreditedInvestors',
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'typesOfSecuritiesOffered_isTenantInCommonType': 'isTenantInCommonType',
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'businessCombinationTransaction_isBusinessCombinationTransaction': 'isBusinessCombinationTransaction',
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'typesOfSecuritiesOffered_isSecurityToBeAcquiredType': 'isSecurityToBeAcquiredType',
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'issuerSize_aggregateNetAssetValueRange': 'aggregateNetAssetValueRange',
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'
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'
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'typesOfSecuritiesOffered_isSecurityToBeAcquiredType': 'isSecurityToBeAcquiredType',
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'salesCompensationList_recipient_recipientAddress_stateOrCountryDescription': 'recipientStateOrCountryDescription',
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'typesOfSecuritiesOffered_isEquityType': 'isEquityType',
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'investors_totalNumberAlreadyInvested': 'totalNumberAlreadyInvested',
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'minimumInvestmentAccepted': 'minimumInvestmentAccepted',
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'salesCompensationList_recipient_associatedBDName': 'associatedBDName',
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'salesCompensationList_recipient_statesOfSolicitationList_state': 'statesOfSolicitationState',
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'businessCombinationTransaction_isBusinessCombinationTransaction': 'isBusinessCombinationTransaction',
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'useOfProceeds_grossProceedsUsed_isEstimate': 'grossProceedsUsedIsEstimate',
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'federalExemptionsExclusions_item': 'federalExemptionsExclusionsItem',
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'useOfProceeds_grossProceedsUsed_dollarAmount': 'grossProceedsUsedAmount',
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'industryGroup_industryGroupType': 'industryGroupType',
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'signatureBlock_signature_nameOfSigner': 'nameOfSigner',
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'industryGroup_investmentFundInfo_is40Act': 'is40Act',
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'salesCompensationList_recipient_recipientAddress_city': 'recipientCity',
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'typeOfFiling_dateOfFirstSale_yetToOccur': 'dateOfFirstSaleYetToOccur',
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'signatureBlock_signature': 'signature',
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'salesCompensationList_recipient_foreignSolicitation': 'recipientForeignSolicitation',
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'businessCombinationTransaction_clarificationOfResponse': 'businessCombinationClarification',
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'salesCompensationList_recipient_associatedBDName': 'recipientAssociatedBDName',
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'salesCompensationList_recipient_statesOfSolicitationList_state': 'recipientStatesOfSolicitationState',
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'typeOfFiling_dateOfFirstSale_value': 'dateOfFirstSaleValue',
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'signatureBlock_signature_signatureTitle': 'signatureTitle',
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'signatureBlock_signature_issuerName': 'signatureIssuerName',
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'durationOfOffering_moreThanOneYear': 'durationOfferingMoreThanOneYear',
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'offeringSalesAmounts_totalAmountSold': 'totalAmountSold',
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'signatureBlock_signature_signatureDate': 'signatureDate',
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'salesCommissionsFindersFees_salesCommissions_isEstimate': 'salesCommissionsIsEstimate',
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'typesOfSecuritiesOffered_isOtherType': 'isOtherType',
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'salesCompensationList_recipient_associatedBDCRDNumber': 'associatedBDCRDNumber',
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'salesCompensationList_recipient_recipientAddress_stateOrCountry': 'recipientStateOrCountry',
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'typesOfSecuritiesOffered_descriptionOfOtherType': 'descriptionOfOtherType',
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'salesCommissionsFindersFees_salesCommissions_dollarAmount': 'salesCommissionsAmount',
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'useOfProceeds_clarificationOfResponse': 'useOfProceedsClarification',
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'accession': 'accession',
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'typesOfSecuritiesOffered_isPooledInvestmentFundType': 'isPooledInvestmentFundType',
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'salesCompensationList_recipient_statesOfSolicitationList_value': 'statesOfSolicitationValue',
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'signatureBlock_signature_signatureName': 'signatureName',
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'typeOfFiling_newOrAmendment_isAmendment': 'isAmendment',
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'issuerSize_revenueRange': 'revenueRange',
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'salesCommissionsFindersFees_clarificationOfResponse': 'salesCommissionsFindersFeesClarification',
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'salesCompensationList_recipient_recipientAddress_zipCode': 'recipientZipCode',
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'salesCompensationList_recipient_recipientAddress_city': 'recipientCity',
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'typesOfSecuritiesOffered_isOptionToAcquireType': 'isOptionToAcquireType',
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'businessCombinationTransaction_clarificationOfResponse': 'businessCombinationClarification',
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'typesOfSecuritiesOffered_isTenantInCommonType': 'isTenantInCommonType',
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'salesCompensationList_recipient_statesOfSolicitationList_description': 'statesOfSolicitationDescription',
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'offeringSalesAmounts_totalOfferingAmount': 'totalOfferingAmount',
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'investors_numberNonAccreditedInvestors': 'numberNonAccreditedInvestors',
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'signatureBlock_authorizedRepresentative': 'authorizedRepresentative',
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'signatureBlock_signature_issuerName': 'issuerName',
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'salesCompensationList_recipient_recipientAddress_street2': 'recipientStreet2',
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'
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'salesCommissionsFindersFees_findersFees_dollarAmount': 'findersFeesDollarAmount',
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'typesOfSecuritiesOffered_isEquityType': 'isEquityType',
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'typesOfSecuritiesOffered_descriptionOfOtherType': 'descriptionOfOtherType',
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'typesOfSecuritiesOffered_isDebtType': 'isDebtType',
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'salesCompensationList_recipient_recipientAddress_street1': 'recipientStreet1',
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'
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'
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'signatureBlock_signature_signatureTitle': 'signatureTitle',
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'industryGroup_investmentFundInfo_investmentFundType': 'investmentFundType',
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'salesCommissionsFindersFees_findersFees_isEstimate': 'findersFeesIsEstimate',
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'typeOfFiling_dateOfFirstSale_value': 'dateOfFirstSaleValue',
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'offeringSalesAmounts_totalAmountSold': 'totalAmountSold',
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'offeringSalesAmounts_clarificationOfResponse': 'offeringSalesAmountsClarification',
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'investors_hasNonAccreditedInvestors': 'hasNonAccreditedInvestors',
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'salesCompensationList_recipient_recipientCRDNumber': 'recipientCRDNumber',
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'typesOfSecuritiesOffered_isDebtType': 'isDebtType',
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'accession': 'accessionNumber',
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'investors_totalNumberAlreadyInvested': 'totalNumberAlreadyInvested',
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'typesOfSecuritiesOffered_isMineralPropertyType': 'isMineralPropertyType',
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'
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'
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'salesCompensationList_recipient_associatedBDCRDNumber': 'recipientAssociatedBDCRDNumber',
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'useOfProceeds_grossProceedsUsed_dollarAmount': 'grossProceedsUsedDollarAmount',
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'investors_hasNonAccreditedInvestors': 'hasNonAccreditedInvestors',
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'salesCompensationList_recipient_recipientAddress_zipCode': 'recipientZipCode',
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'offeringSalesAmounts_totalOfferingAmount': 'totalOfferingAmount',
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'salesCompensationList_recipient_recipientAddress_stateOrCountry': 'recipientStateOrCountry'
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'salesCompensationList_recipient_recipientName': 'recipientName',
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'durationOfOffering_moreThanOneYear': 'moreThanOneYear'
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}
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primary_issuer_d_dict = {
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'yearOfInc_withinFiveYears': 'yearOfIncWithinFiveYears',
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@@ -103,7 +101,7 @@ primary_issuer_d_dict = {
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'edgarPreviousNameList_value': 'edgarPreviousNameListValue',
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'issuerAddress_stateOrCountry': 'issuerStateOrCountry',
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'entityName': 'entityName',
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'accession': '
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'accession': 'accession',
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'issuerAddress_street2': 'issuerStreet2',
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'issuerAddress_city': 'issuerCity',
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'issuerAddress_stateOrCountryDescription': 'issuerStateOrCountryDescription',
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@@ -116,7 +114,7 @@ related_persons_d_dict = {
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'relatedPersonInfo_relatedPersonRelationshipList_relationship': 'relatedPersonRelationship',
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'relatedPersonInfo_relationshipClarification': 'relationshipClarification',
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'relatedPersonInfo_relatedPersonName_lastName': 'relatedPersonLastName',
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'accession': '
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'accession': 'accession',
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'relatedPersonInfo_relatedPersonName_middleName': 'relatedPersonMiddleName',
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'relatedPersonInfo_relatedPersonAddress_zipCode': 'relatedPersonZipCode',
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'relatedPersonInfo_relatedPersonAddress_city': 'relatedPersonCity',
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datamule/document/processing.py
CHANGED
@@ -418,8 +418,14 @@ def process_cfportal(data, accession):
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def process_d(data, accession):
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tables = []
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-
groups = ['contactData', '
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groups = [('contactData', 'contact_data_d'),
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('notificationAddressList', 'notification_address_list_d'),
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('primaryIssuer', 'primary_issuer_d'),
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('issuerList', 'issuer_list_d'),
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('relatedPersonsList', 'related_persons_list_d'),
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('offeringData', 'offering_data_d'),
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]
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for group,table_type in groups:
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if group == 'relatedPersonList':
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group_data = data['edgarSubmission'].pop('relatedPersonInfo', None)
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data['edgarSubmission'].pop(group, None)
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@@ -430,14 +436,16 @@ def process_d(data, accession):
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if group_data:
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# Special handling ONLY for relatedPersonsList
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if group in ['relatedPersonsList', 'issuerList']:
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if group in ['relatedPersonsList', 'issuerList','offeringData']:
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# Use the new flatten_dict_to_rows ONLY for this key
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flattened_rows = flatten_dict_to_rows(group_data)
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if flattened_rows:
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tables.append(Table(flattened_rows,
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tables.append(Table(flattened_rows, table_type, accession))
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else:
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# Everything else remains EXACTLY the same
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tables.append(Table(_flatten_dict(group_data),
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tables.append(Table(_flatten_dict(group_data), table_type, accession))
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metadata_table = Table(_flatten_dict(data['edgarSubmission']), 'metadata_d', accession)
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tables.append(metadata_table)
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datamule/document/table.py
CHANGED
@@ -203,15 +203,15 @@ class Table():
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mapping_dict = signature_schedule_13_dict
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# D
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-
elif self.type == '
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elif self.type == 'issuer_list_d':
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mapping_dict = issuer_list_d_dict
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elif self.type == 'metadata_d':
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mapping_dict = metadata_d_dict
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elif self.type == '
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elif self.type == 'offering_data_d':
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mapping_dict = offering_data_d_dict
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elif self.type == '
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elif self.type == 'primary_issuer_d':
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mapping_dict = primary_issuer_d_dict
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elif self.type == '
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elif self.type == 'related_persons_list_d':
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mapping_dict = related_persons_d_dict
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# SDR
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elif self.type == 'sdr':
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datamule/helper.py
CHANGED
@@ -1,20 +1,32 @@
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from functools import lru_cache
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import csv
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from pathlib import Path
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import os
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def _load_package_csv(name):
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"""Load CSV files from
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"""Load CSV files from package data directory"""
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# First try to load from the package data directory
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try:
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package_dir = os.path.dirname(os.path.dirname(__file__))
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csv_path = os.path.join(package_dir, "data", f"{name}.csv")
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# Fallback to the legacy location
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if not os.path.exists(csv_path):
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csv_path = Path.home() / ".datamule" / f"{name}.csv"
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data = []
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with open(csv_path, 'r') as csvfile:
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csv_reader = csv.DictReader(csvfile)
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for row in csv_reader:
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data.append(row)
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return data
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except FileNotFoundError:
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raise FileNotFoundError(
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f"Required data file '{name}.csv' not found. "
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f"This file should be in the datamule package directory or in ~/.datamule/"
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)
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def load_package_dataset(dataset):
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if dataset =='listed_filer_metadata':
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@@ -39,8 +51,6 @@ def get_cik_from_dataset(dataset_name, key, value):
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return result
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@lru_cache(maxsize=128)
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def get_ciks_from_metadata_filters(**kwargs):
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"""Get CIKs from listed_filer_metadata.csv that match all provided filters."""
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@@ -67,46 +77,45 @@ def get_ciks_from_metadata_filters(**kwargs):
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return list(result_ciks)
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def _process_cik_and_metadata_filters(cik=None, ticker=None, **kwargs):
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"""
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Helper method to process CIK, ticker, and metadata filters.
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Returns a list of CIKs after processing.
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"""
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# Input validation
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if cik is not None and ticker is not None:
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raise ValueError("Only one of cik or ticker should be provided, not both.")
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if 'tickers' in kwargs:
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raise ValueError("Use 'ticker' instead of 'tickers'.")
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# Convert ticker to CIK if provided
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if ticker is not None:
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if isinstance(ticker, str):
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ticker = [ticker]
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cik = []
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for t in ticker:
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ticker_ciks = get_cik_from_dataset('listed_filer_metadata', 'ticker', t)
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if ticker_ciks:
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cik.extend(ticker_ciks)
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# Normalize CIK format
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if cik is not None:
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if isinstance(cik, str):
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cik = [int(cik)]
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elif isinstance(cik, int):
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cik = [cik]
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elif isinstance(cik, list):
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cik = [int(x) for x in cik]
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+
# Process metadata filters if provided
|
113
|
+
if kwargs:
|
114
|
+
metadata_ciks = get_ciks_from_metadata_filters(**kwargs)
|
92
115
|
|
93
|
-
# Normalize CIK format
|
94
116
|
if cik is not None:
|
95
|
-
|
96
|
-
|
97
|
-
|
98
|
-
|
99
|
-
|
100
|
-
cik = [int(x) for x in cik]
|
101
|
-
|
102
|
-
# Process metadata filters if provided
|
103
|
-
if kwargs:
|
104
|
-
metadata_ciks = get_ciks_from_metadata_filters(**kwargs)
|
105
|
-
|
106
|
-
if cik is not None:
|
107
|
-
cik = list(set(cik).intersection(metadata_ciks))
|
108
|
-
else:
|
109
|
-
cik = metadata_ciks
|
110
|
-
|
111
|
-
return cik
|
112
|
-
|
117
|
+
cik = list(set(cik).intersection(metadata_ciks))
|
118
|
+
else:
|
119
|
+
cik = metadata_ciks
|
120
|
+
|
121
|
+
return cik
|
@@ -48,7 +48,7 @@ async def poll_rss(limiter):
|
|
48
48
|
|
49
49
|
def clean_efts_hits(hits):
|
50
50
|
# clean hits
|
51
|
-
hits = [{'accession': int(hit['_source']['adsh'].replace('-','')), 'filing_date': hit['_source']['file_date'], 'ciks': hit['_source']['ciks']} for hit in hits]
|
51
|
+
hits = [{'accession': int(hit['_source']['adsh'].replace('-','')), 'filing_date': hit['_source']['file_date'], 'ciks': hit['_source']['ciks'], 'submission_type': hit['_source']['file_type']} for hit in hits]
|
52
52
|
return hits
|
53
53
|
|
54
54
|
class Monitor():
|
@@ -1,7 +1,7 @@
|
|
1
1
|
Metadata-Version: 2.1
|
2
2
|
Name: datamule
|
3
|
-
Version: 1.
|
4
|
-
Summary:
|
3
|
+
Version: 1.3.0
|
4
|
+
Summary: Work with SEC submissions at scale.
|
5
5
|
Home-page: https://github.com/john-friedman/datamule-python
|
6
6
|
Author: John Friedman
|
7
7
|
Requires-Dist: aiohttp
|
@@ -16,5 +16,4 @@ Requires-Dist: pytz
|
|
16
16
|
Requires-Dist: zstandard
|
17
17
|
Requires-Dist: doc2dict
|
18
18
|
Requires-Dist: secsgml
|
19
|
-
Requires-Dist: lxml
|
20
19
|
|
@@ -1,19 +1,20 @@
|
|
1
1
|
datamule/__init__.py,sha256=glzwBeGJEE6-TG7mRule9GH6L59XaIRR9T7ALcdpMus,1067
|
2
2
|
datamule/config.py,sha256=Y--CVv7JcgrjJkMOSLrvm2S8B9ost6RMSkGviP-MKtg,883
|
3
|
-
datamule/helper.py,sha256=
|
3
|
+
datamule/helper.py,sha256=BB4v73HDd5UWqG212UvSKGTTEW_ugohFPGKAiMboQ3s,4050
|
4
4
|
datamule/index.py,sha256=_7Ox5hyF_7RWdblVFr5rNyv_ARwBP7VY4f703pk9qQ8,2074
|
5
5
|
datamule/package_updater.py,sha256=Z9zaa_y0Z5cknpRn8oPea3gg4kquFHfpfhduKKCZ6NU,958
|
6
6
|
datamule/portfolio.py,sha256=8fiK-vfZM5-NJSvOEsDR2YDb-2njjzFk6l7BiRyrzOM,7168
|
7
7
|
datamule/sheet.py,sha256=TvFqK9eAYuVoJ2uWdAlx5EN6vS9lke-aZf7FqtUiDBc,22304
|
8
8
|
datamule/submission.py,sha256=Yh5nG3ioumhl6z30wJdIEmKjDDNSuo0r2xycZSIaeIg,11035
|
9
|
+
datamule/data/listed_filer_metadata.csv,sha256=dT9fQ8AC5P1-Udf_UF0ZkdXJ88jNxJb_tuhi5YYL1rc,2426827
|
9
10
|
datamule/document/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
|
10
11
|
datamule/document/document.py,sha256=menUFoeWwiY0rJnBkQiqY4NWnO0J17-qs8jFvO_1jiY,9969
|
11
|
-
datamule/document/processing.py,sha256=
|
12
|
-
datamule/document/table.py,sha256=
|
12
|
+
datamule/document/processing.py,sha256=jDCEzBFDSQtq7nQxRScIsbALnFcvMPOkNkMUCa7mFxg,31921
|
13
|
+
datamule/document/table.py,sha256=73yUJKY82ap32jhLmZeTti-jQ_lyhcJGlGwyxLtgYOg,12944
|
13
14
|
datamule/document/mappings/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
|
14
15
|
datamule/document/mappings/atsn.py,sha256=qkZGNIhyPC3VTTOjQ8-FSCQIhUy4XeSycUGLShxNVCo,17743
|
15
16
|
datamule/document/mappings/cfportal.py,sha256=bR9d6DDY0kJ_HGx_hND2y1PNNkZjemYZ2KdyFAcv760,25257
|
16
|
-
datamule/document/mappings/d.py,sha256=
|
17
|
+
datamule/document/mappings/d.py,sha256=ayRK-bTzelNH6fspp-n3gz6RXOrHVx6IjX-TmisrFe4,7714
|
17
18
|
datamule/document/mappings/ex102_abs.py,sha256=FdGKvteRh_HsYgILF-8o4R6aSsjYwcaLpJxzdru4FTE,3976
|
18
19
|
datamule/document/mappings/ex99a_sdr.py,sha256=PNdj9I0ZhNicPObLelNmjp33EgTwzvukqkBDnwxarE0,19
|
19
20
|
datamule/document/mappings/ex99c_sdr.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
|
@@ -44,7 +45,7 @@ datamule/sec/infrastructure/submissions_metadata.py,sha256=f1KarzFSryKm0EV8DCDNs
|
|
44
45
|
datamule/sec/submissions/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
|
45
46
|
datamule/sec/submissions/downloader.py,sha256=60wX2Yml1UCuxOtU0xMxqqeyHhrypCmlDQ0jZF-StJo,2665
|
46
47
|
datamule/sec/submissions/eftsquery.py,sha256=mSZon8rlW8dxma7M49ZW5V02Fn-ENOdt9TNO6elBrhE,27983
|
47
|
-
datamule/sec/submissions/monitor.py,sha256=
|
48
|
+
datamule/sec/submissions/monitor.py,sha256=dZYuVCi_X82eYA8l_9cbnkRjiawz3K4U-FnCAyJcgk4,7892
|
48
49
|
datamule/sec/submissions/streamer.py,sha256=EXyWNCD9N6mZmvm9lFSCFodF19zSQ8jfIbWPZNp0K5Y,11253
|
49
50
|
datamule/sec/submissions/textsearch.py,sha256=zEr3NXdhVFL8eMh2jruVXIt7taUZTMdNy2hOAyRM2pA,5706
|
50
51
|
datamule/sec/xbrl/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
|
@@ -56,7 +57,7 @@ datamule/seclibrary/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSu
|
|
56
57
|
datamule/seclibrary/bq.py,sha256=C8sb_rpXTvchprrFLcbRar4Qi0XWW25tnv1YsHSS5o4,18025
|
57
58
|
datamule/seclibrary/downloader.py,sha256=PIgz_7ASUTZOHcUZGcD1SmLaGSbq7xe7EiJT0Z7HU4M,13653
|
58
59
|
datamule/seclibrary/query.py,sha256=qGuursTERRbOGfoDcYcpo4oWkW3PCBW6x1Qf1Puiak4,7352
|
59
|
-
datamule-1.
|
60
|
-
datamule-1.
|
61
|
-
datamule-1.
|
62
|
-
datamule-1.
|
60
|
+
datamule-1.3.0.dist-info/METADATA,sha256=ANPyXCixCioGwfTqpxX0BsbnxDe7-LS3NtLWg0WledM,469
|
61
|
+
datamule-1.3.0.dist-info/WHEEL,sha256=oiQVh_5PnQM0E3gPdiz09WCNmwiHDMaGer_elqB3coM,92
|
62
|
+
datamule-1.3.0.dist-info/top_level.txt,sha256=iOfgmtSMFVyr7JGl_bYSTDry79JbmsG4p8zKq89ktKk,9
|
63
|
+
datamule-1.3.0.dist-info/RECORD,,
|
File without changes
|
File without changes
|