Class: Intrinio::FilingApi

Inherits:
Object
  • Object
show all
Defined in:
lib/intrinio-sdk/api/filing_api.rb

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(api_client = ApiClient.default) ⇒ FilingApi

Returns a new instance of FilingApi.



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 19

def initialize(api_client = ApiClient.default)
  @api_client = api_client
end

Instance Attribute Details

#api_client ⇒ Object

Returns the value of attribute api_client.



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 17

def api_client
  @api_client
end

Instance Method Details

#get_all_filings(company, opts = {}) ⇒ ApiResponseFilings

All Filings Returns all Filings. Returns Filings matching parameters when supplied.

Parameters:

  • company —

    Filings for the given `company` identifier (ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :report_type (String) —

    Filter by report type

  • :start_date (Date) —

    Filed on or after the given date

  • :end_date (Date) —

    Filed before or after the given date

  • :page_size (Integer) —

    The number of results to return (default to 100)

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 33

def get_all_filings(company, opts = {})
  data, _status_code, _headers = get_all_filings_with_http_info(company, opts)
  return data
end

#get_all_filings_with_http_info(company, opts = {}) ⇒ Array<(ApiResponseFilings, Fixnum, Hash)>

All Filings Returns all Filings. Returns Filings matching parameters when supplied.

Parameters:

  • company —

    Filings for the given &#x60;company&#x60; identifier (ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :report_type (String) —

    Filter by report type

  • :start_date (Date) —

    Filed on or after the given date

  • :end_date (Date) —

    Filed before or after the given date

  • :page_size (Integer) —

    The number of results to return

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:

  • (Array<(ApiResponseFilings, Fixnum, Hash)>) —

    ApiResponseFilings data, response status code and response headers



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 48

def get_all_filings_with_http_info(company, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FilingApi.get_all_filings ..."
  end
  # verify the required parameter 'company' is set
  if @api_client.config.client_side_validation && company.nil?
    fail ArgumentError, "Missing the required parameter 'company' when calling FilingApi.get_all_filings"
  end
  if @api_client.config.client_side_validation && !opts[:'page_size'].nil? && opts[:'page_size'] > 10000
    fail ArgumentError, 'invalid value for "opts[:"page_size"]" when calling FilingApi.get_all_filings, must be smaller than or equal to 10000.'
  end

  # resource path
  local_var_path = "/filings"

  # query parameters
  query_params = {}
  query_params[:'company'] = company
  query_params[:'report_type'] = opts[:'report_type'] if !opts[:'report_type'].nil?
  query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
  query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
  query_params[:'page_size'] = opts[:'page_size'] if !opts[:'page_size'].nil?
  query_params[:'next_page'] = opts[:'next_page'] if !opts[:'next_page'].nil?

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseFilings')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: FilingApi#get_all_filings\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_all_notes(opts = {}) ⇒ ApiResponseFilingNotes

All Filing Notes Return all Notes from all Filings, most-recent first. Returns notes matching parameters when supplied.

Parameters:

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :company (String) —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • :report_type (String) —

    Notes contained in filings that match the given report type

  • :filing_start_date (Date) —

    Limit search to filings on or after this date

  • :filing_end_date (Date) —

    Limit search to filings on or before this date

  • :period_ended_start_date (Date) —

    Limit search to filings with a period end date on or after this date

  • :period_ended_end_date (Date) —

    Limit search to filings with a period end date on or before this date

  • :page_size (Integer) —

    The number of results to return (default to 100)

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 108

def get_all_notes(opts = {})
  data, _status_code, _headers = get_all_notes_with_http_info(opts)
  return data
end

#get_all_notes_with_http_info(opts = {}) ⇒ Array<(ApiResponseFilingNotes, Fixnum, Hash)>

All Filing Notes Return all Notes from all Filings, most-recent first. Returns notes matching parameters when supplied.

Parameters:

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :company (String) —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • :report_type (String) —

    Notes contained in filings that match the given report type

  • :filing_start_date (Date) —

    Limit search to filings on or after this date

  • :filing_end_date (Date) —

    Limit search to filings on or before this date

  • :period_ended_start_date (Date) —

    Limit search to filings with a period end date on or after this date

  • :period_ended_end_date (Date) —

    Limit search to filings with a period end date on or before this date

  • :page_size (Integer) —

    The number of results to return

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:

  • (Array<(ApiResponseFilingNotes, Fixnum, Hash)>) —

    ApiResponseFilingNotes data, response status code and response headers



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 125

def get_all_notes_with_http_info(opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FilingApi.get_all_notes ..."
  end
  if @api_client.config.client_side_validation && opts[:'report_type'] && !['10-Q', '10-K'].include?(opts[:'report_type'])
    fail ArgumentError, 'invalid value for "report_type", must be one of 10-Q, 10-K'
  end
  if @api_client.config.client_side_validation && !opts[:'page_size'].nil? && opts[:'page_size'] > 10000
    fail ArgumentError, 'invalid value for "opts[:"page_size"]" when calling FilingApi.get_all_notes, must be smaller than or equal to 10000.'
  end

  # resource path
  local_var_path = "/filings/notes"

  # query parameters
  query_params = {}
  query_params[:'company'] = opts[:'company'] if !opts[:'company'].nil?
  query_params[:'report_type'] = opts[:'report_type'] if !opts[:'report_type'].nil?
  query_params[:'filing_start_date'] = opts[:'filing_start_date'] if !opts[:'filing_start_date'].nil?
  query_params[:'filing_end_date'] = opts[:'filing_end_date'] if !opts[:'filing_end_date'].nil?
  query_params[:'period_ended_start_date'] = opts[:'period_ended_start_date'] if !opts[:'period_ended_start_date'].nil?
  query_params[:'period_ended_end_date'] = opts[:'period_ended_end_date'] if !opts[:'period_ended_end_date'].nil?
  query_params[:'page_size'] = opts[:'page_size'] if !opts[:'page_size'].nil?
  query_params[:'next_page'] = opts[:'next_page'] if !opts[:'next_page'].nil?

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseFilingNotes')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: FilingApi#get_all_notes\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_filing_by_id(id, opts = {}) ⇒ Filing

Lookup Filing Returns the Filing with the given ‘identifier`

Parameters:

  • id —

    The Intrinio ID of the Filing

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 179

def get_filing_by_id(id, opts = {})
  data, _status_code, _headers = get_filing_by_id_with_http_info(id, opts)
  return data
end

#get_filing_by_id_with_http_info(id, opts = {}) ⇒ Array<(Filing, Fixnum, Hash)>

Lookup Filing Returns the Filing with the given &#x60;identifier&#x60;

Parameters:

  • id —

    The Intrinio ID of the Filing

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:

  • (Array<(Filing, Fixnum, Hash)>) —

    Filing data, response status code and response headers



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 189

def get_filing_by_id_with_http_info(id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FilingApi.get_filing_by_id ..."
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling FilingApi.get_filing_by_id"
  end
  # resource path
  local_var_path = "/filings/{id}".sub('{' + 'id' + '}', id.to_s)

  # query parameters
  query_params = {}

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'Filing')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: FilingApi#get_filing_by_id\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_note(identifier, opts = {}) ⇒ FilingNote

Filing Note by ID

Parameters:

  • identifier —

    The Intrinio ID of the filing note

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :content_format (String) —

    Returns content in html (as filed) or plain text (default to text)

Returns:



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 233

def get_note(identifier, opts = {})
  data, _status_code, _headers = get_note_with_http_info(identifier, opts)
  return data
end

#get_note_html(identifier, opts = {}) ⇒ String

Filing Note HTML

Parameters:

  • identifier —

    The Intrinio ID of the filing note

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:

  • (String) 


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# File 'lib/intrinio-sdk/api/filing_api.rb', line 291

def get_note_html(identifier, opts = {})
  data, _status_code, _headers = get_note_html_with_http_info(identifier, opts)
  return data
end

#get_note_html_with_http_info(identifier, opts = {}) ⇒ Array<(String, Fixnum, Hash)>

Filing Note HTML

Parameters:

  • identifier —

    The Intrinio ID of the filing note

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:

  • (Array<(String, Fixnum, Hash)>) —

    String data, response status code and response headers



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 301

def get_note_html_with_http_info(identifier, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FilingApi.get_note_html ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling FilingApi.get_note_html"
  end
  # resource path
  local_var_path = "/filings/notes/{identifier}/html".sub('{' + 'identifier' + '}', identifier.to_s)

  # query parameters
  query_params = {}

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['text/plain; charset=utf-8'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'String')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: FilingApi#get_note_html\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_note_text(identifier, opts = {}) ⇒ String

Filing Note Text

Parameters:

  • identifier —

    The Intrinio ID of the filing note

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:

  • (String) 


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# File 'lib/intrinio-sdk/api/filing_api.rb', line 344

def get_note_text(identifier, opts = {})
  data, _status_code, _headers = get_note_text_with_http_info(identifier, opts)
  return data
end

#get_note_text_with_http_info(identifier, opts = {}) ⇒ Array<(String, Fixnum, Hash)>

Filing Note Text

Parameters:

  • identifier —

    The Intrinio ID of the filing note

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:

  • (Array<(String, Fixnum, Hash)>) —

    String data, response status code and response headers



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 354

def get_note_text_with_http_info(identifier, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FilingApi.get_note_text ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling FilingApi.get_note_text"
  end
  # resource path
  local_var_path = "/filings/notes/{identifier}/text".sub('{' + 'identifier' + '}', identifier.to_s)

  # query parameters
  query_params = {}

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['text/plain; charset=utf-8'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'String')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: FilingApi#get_note_text\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_note_with_http_info(identifier, opts = {}) ⇒ Array<(FilingNote, Fixnum, Hash)>

Filing Note by ID

Parameters:

  • identifier —

    The Intrinio ID of the filing note

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :content_format (String) —

    Returns content in html (as filed) or plain text

Returns:

  • (Array<(FilingNote, Fixnum, Hash)>) —

    FilingNote data, response status code and response headers



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 244

def get_note_with_http_info(identifier, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FilingApi.get_note ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling FilingApi.get_note"
  end
  if @api_client.config.client_side_validation && opts[:'content_format'] && !['text', 'html'].include?(opts[:'content_format'])
    fail ArgumentError, 'invalid value for "content_format", must be one of text, html'
  end
  # resource path
  local_var_path = "/filings/notes/{identifier}".sub('{' + 'identifier' + '}', identifier.to_s)

  # query parameters
  query_params = {}
  query_params[:'content_format'] = opts[:'content_format'] if !opts[:'content_format'].nil?

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'FilingNote')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: FilingApi#get_note\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#search_notes(query, opts = {}) ⇒ ApiResponseFilingNotesSearch

Search Filing Notes Searches for Filing Notes using the ‘query`

Parameters:

  • query —

    Search for notes that contain all or parts of this text

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :filing_start_date (Date) —

    Limit search to filings on or after this date

  • :filing_end_date (Date) —

    Limit search to filings on or before this date

  • :page_size (Integer) —

    The number of results to return (default to 100)

  • :page_size2 (Integer) —

    The number of results to return (default to 100)

Returns:



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 401

def search_notes(query, opts = {})
  data, _status_code, _headers = search_notes_with_http_info(query, opts)
  return data
end

#search_notes_with_http_info(query, opts = {}) ⇒ Array<(ApiResponseFilingNotesSearch, Fixnum, Hash)>

Search Filing Notes Searches for Filing Notes using the &#x60;query&#x60;

Parameters:

  • query —

    Search for notes that contain all or parts of this text

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :filing_start_date (Date) —

    Limit search to filings on or after this date

  • :filing_end_date (Date) —

    Limit search to filings on or before this date

  • :page_size (Integer) —

    The number of results to return

  • :page_size2 (Integer) —

    The number of results to return

Returns:



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 415

def search_notes_with_http_info(query, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FilingApi.search_notes ..."
  end
  # verify the required parameter 'query' is set
  if @api_client.config.client_side_validation && query.nil?
    fail ArgumentError, "Missing the required parameter 'query' when calling FilingApi.search_notes"
  end
  if @api_client.config.client_side_validation && !opts[:'page_size'].nil? && opts[:'page_size'] > 1000
    fail ArgumentError, 'invalid value for "opts[:"page_size"]" when calling FilingApi.search_notes, must be smaller than or equal to 1000.'
  end

  if @api_client.config.client_side_validation && !opts[:'page_size2'].nil? && opts[:'page_size2'] > 10000
    fail ArgumentError, 'invalid value for "opts[:"page_size2"]" when calling FilingApi.search_notes, must be smaller than or equal to 10000.'
  end

  # resource path
  local_var_path = "/filings/notes/search"

  # query parameters
  query_params = {}
  query_params[:'query'] = query
  query_params[:'filing_start_date'] = opts[:'filing_start_date'] if !opts[:'filing_start_date'].nil?
  query_params[:'filing_end_date'] = opts[:'filing_end_date'] if !opts[:'filing_end_date'].nil?
  query_params[:'page_size'] = opts[:'page_size'] if !opts[:'page_size'].nil?
  query_params[:'page_size'] = opts[:'page_size2'] if !opts[:'page_size2'].nil?

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseFilingNotesSearch')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: FilingApi#search_notes\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end