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_clientObject

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. Separate values with commas to return multiple The filing <a href="docs.intrinio.com/documentation/sec_filing_report_types" target="_blank">report types</a>.

  • :start_date (Date)

    Filed on or after the given date

  • :end_date (Date)

    Filed before or after the given date

  • :industry_category (String)

    Return companies in the given industry category

  • :industry_group (String)

    Return companies in the given industry group

  • :thea_enabled (BOOLEAN)

    Return filings that have been read by our Thea NLP and are ready for our answers endpoint

  • :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 36

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. Separate values with commas to return multiple The filing &lt;a href&#x3D;&quot;docs.intrinio.com/documentation/sec_filing_report_types&quot; target&#x3D;&quot;_blank&quot;&gt;report types&lt;/a&gt;.

  • :start_date (Date)

    Filed on or after the given date

  • :end_date (Date)

    Filed before or after the given date

  • :industry_category (String)

    Return companies in the given industry category

  • :industry_group (String)

    Return companies in the given industry group

  • :thea_enabled (BOOLEAN)

    Return filings that have been read by our Thea NLP and are ready for our answers endpoint

  • :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 54

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[:'industry_category'] = opts[:'industry_category'] if !opts[:'industry_category'].nil?
  query_params[:'industry_group'] = opts[:'industry_group'] if !opts[:'industry_group'].nil?
  query_params[:'thea_enabled'] = opts[:'thea_enabled'] if !opts[:'thea_enabled'].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 &lt;a href&#x3D;&quot;docs.intrinio.com/documentation/sec_filing_report_types&quot; target&#x3D;&quot;_blank&quot;&gt;report type&lt;/a&gt;

  • :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 117

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 &lt;a href&#x3D;&quot;docs.intrinio.com/documentation/sec_filing_report_types&quot; target&#x3D;&quot;_blank&quot;&gt;report type&lt;/a&gt;

  • :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 134

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_answers(identifier, query, opts = {}) ⇒ ApiResponseFilingAnswers

Filing Answers

Parameters:

  • identifier

    A Filing identifier

  • query

    The query to ask the Thea API

  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:



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

def get_filing_answers(identifier, query, opts = {})
  data, _status_code, _headers = get_filing_answers_with_http_info(identifier, query, opts)
  return data
end

#get_filing_answers_with_http_info(identifier, query, opts = {}) ⇒ Array<(ApiResponseFilingAnswers, Fixnum, Hash)>

Filing Answers

Parameters:

  • identifier

    A Filing identifier

  • query

    The query to ask the Thea API

  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (Array<(ApiResponseFilingAnswers, Fixnum, Hash)>)

    ApiResponseFilingAnswers data, response status code and response headers



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 200

def get_filing_answers_with_http_info(identifier, query, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FilingApi.get_filing_answers ..."
  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_filing_answers"
  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.get_filing_answers"
  end
  # resource path
  local_var_path = "/filings/{identifier}/answers".sub('{' + 'identifier' + '}', identifier.to_s)

  # query parameters
  query_params = {}
  query_params[:'query'] = query

  # 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 => 'ApiResponseFilingAnswers')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: FilingApi#get_filing_answers\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 248

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 258

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_filing_fundamentals(identifier, opts = {}) ⇒ ApiResponseFilingFundamentals

All Fundamentals by Filing Returns all Fundamentals for the SEC Filing with the given ‘identifier`. Returns Fundamentals matching parameters when supplied.

Parameters:

  • identifier

    A Filing identifier

  • opts (Hash) (defaults to: {})

    the optional parameters

Options Hash (opts):

  • :statement_code (String)

    Filters fundamentals by statement code

  • :type (String)

    Filters fundamentals by type

  • :fiscal_year (Integer)

    Filters fundamentals by fiscal year

  • :fiscal_period (String)

    Filters fundamentals by fiscal period

  • :start_date (Date)

    Returns fundamentals on or after the given date

  • :end_date (Date)

    Returns fundamentals on or before the given date

  • :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 308

def get_filing_fundamentals(identifier, opts = {})
  data, _status_code, _headers = get_filing_fundamentals_with_http_info(identifier, opts)
  return data
end

#get_filing_fundamentals_with_http_info(identifier, opts = {}) ⇒ Array<(ApiResponseFilingFundamentals, Fixnum, Hash)>

All Fundamentals by Filing Returns all Fundamentals for the SEC Filing with the given &#x60;identifier&#x60;. Returns Fundamentals matching parameters when supplied.

Parameters:

  • identifier

    A Filing identifier

  • opts (Hash) (defaults to: {})

    the optional parameters

Options Hash (opts):

  • :statement_code (String)

    Filters fundamentals by statement code

  • :type (String)

    Filters fundamentals by type

  • :fiscal_year (Integer)

    Filters fundamentals by fiscal year

  • :fiscal_period (String)

    Filters fundamentals by fiscal period

  • :start_date (Date)

    Returns fundamentals on or after the given date

  • :end_date (Date)

    Returns fundamentals on or before the given date

  • :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 325

def get_filing_fundamentals_with_http_info(identifier, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FilingApi.get_filing_fundamentals ..."
  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_filing_fundamentals"
  end
  if @api_client.config.client_side_validation && opts[:'statement_code'] && !['income_statement', 'balance_sheet_statement', 'cash_flow_statement', 'calculations'].include?(opts[:'statement_code'])
    fail ArgumentError, 'invalid value for "statement_code", must be one of income_statement, balance_sheet_statement, cash_flow_statement, calculations'
  end
  if @api_client.config.client_side_validation && opts[:'type'] && !['QTR', 'YTD', 'FY', 'TTM'].include?(opts[:'type'])
    fail ArgumentError, 'invalid value for "type", must be one of QTR, YTD, FY, TTM'
  end
  if @api_client.config.client_side_validation && opts[:'fiscal_period'] && !['FY', 'Q1', 'Q2', 'Q3', 'Q4', 'Q2YTD', 'Q3YTD', 'Q1TTM', 'Q2TTM', 'Q3TTM'].include?(opts[:'fiscal_period'])
    fail ArgumentError, 'invalid value for "fiscal_period", must be one of FY, Q1, Q2, Q3, Q4, Q2YTD, Q3YTD, Q1TTM, Q2TTM, Q3TTM'
  end
  # resource path
  local_var_path = "/filings/{identifier}/fundamentals".sub('{' + 'identifier' + '}', identifier.to_s)

  # query parameters
  query_params = {}
  query_params[:'statement_code'] = opts[:'statement_code'] if !opts[:'statement_code'].nil?
  query_params[:'type'] = opts[:'type'] if !opts[:'type'].nil?
  query_params[:'fiscal_year'] = opts[:'fiscal_year'] if !opts[:'fiscal_year'].nil?
  query_params[:'fiscal_period'] = opts[:'fiscal_period'] if !opts[:'fiscal_period'].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[:'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 => 'ApiResponseFilingFundamentals')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: FilingApi#get_filing_fundamentals\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

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

Filing Html

Parameters:

  • identifier

    A Filing identifier

  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (String)


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# File 'lib/intrinio-sdk/api/filing_api.rb', line 384

def get_filing_html(identifier, opts = {})
  data, _status_code, _headers = get_filing_html_with_http_info(identifier, opts)
  return data
end

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

Filing Html

Parameters:

  • identifier

    A Filing identifier

  • 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 394

def get_filing_html_with_http_info(identifier, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FilingApi.get_filing_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_filing_html"
  end
  # resource path
  local_var_path = "/filings/{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/html'])

  # 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_filing_html\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

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

Filing Text

Parameters:

  • identifier

    A Filing identifier

  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (String)


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# File 'lib/intrinio-sdk/api/filing_api.rb', line 437

def get_filing_text(identifier, opts = {})
  data, _status_code, _headers = get_filing_text_with_http_info(identifier, opts)
  return data
end

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

Filing Text

Parameters:

  • identifier

    A Filing identifier

  • 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 447

def get_filing_text_with_http_info(identifier, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FilingApi.get_filing_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_filing_text"
  end
  # resource path
  local_var_path = "/filings/{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_filing_text\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 491

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 549

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 559

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 602

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 612

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 502

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)

Returns:



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 658

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

Returns:



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# File 'lib/intrinio-sdk/api/filing_api.rb', line 671

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'] > 10000
    fail ArgumentError, 'invalid value for "opts[:"page_size"]" 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?

  # 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