Class: FinModeling::AssetsCalculation

Inherits:
CompanyFilingCalculation show all
Includes:
CanCacheClassifications, CanCacheSummaries, CanClassifyRows
Defined in:
lib/finmodeling/assets_calculation.rb

Constant Summary collapse

BASE_FILENAME = 
File.join(FinModeling::BASE_PATH, "summaries/ai_")
ALL_STATES = 
[ :oa, :fa ]
NEXT_STATES = 
{ nil => [ :oa, :fa ],
:oa => [ :oa, :fa ],
:fa => [ :oa, :fa ] }

Instance Attribute Summary

Attributes inherited from CompanyFilingCalculation

#calculation

Instance Method Summary collapse

Methods inherited from CompanyFilingCalculation

#initialize, #label, #leaf_items, #leaf_items_sum, #periods, #write_constructor

Constructor Details

This class inherits a constructor from FinModeling::CompanyFilingCalculation

Instance Method Details

#has_cash_item ⇒ Object 



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# File 'lib/finmodeling/assets_calculation.rb', line 38

def has_cash_item 
  @has_cash_item = leaf_items.any? do |leaf|
    leaf.name.downcase.matches_any_regex?([/cash/])
  end
end

#mapping ⇒ Object 



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# File 'lib/finmodeling/assets_calculation.rb', line 32

def mapping
  m = Xbrlware::ValueMapping.new
  m.policy[:credit] = :flip
  m
end

#summary(args) ⇒ Object 



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# File 'lib/finmodeling/assets_calculation.rb', line 15

def summary(args)
  summary_cache_key = args[:period].to_pretty_s
  thesummary = lookup_cached_summary(summary_cache_key)
  return thesummary if !thesummary.nil?

  thesummary = super(:period => args[:period], :mapping => mapping)
  if !lookup_cached_classifications(BASE_FILENAME, thesummary.rows)
    lookahead = [4, thesummary.rows.length-1].min
    classify_rows(ALL_STATES, NEXT_STATES, thesummary.rows, FinModeling::AssetsItem, lookahead)
    save_cached_classifications(BASE_FILENAME, thesummary.rows)
  end

  save_cached_summary(summary_cache_key, thesummary)

  return thesummary
end