Class: SecQuery::Entity

Inherits:
Object
  • Object
show all
Defined in:
lib/sec_query/entity.rb

Instance Attribute Summary collapse

Class Method Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(entity) ⇒ Entity

Returns a new instance of Entity.



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# File 'lib/sec_query/entity.rb', line 6

def initialize(entity)
    @first = entity[:first]
    @middle = entity[:middle]
    @last = entity[:last]
    @name = entity[:name]
    @sic = entity[:sic]
    @url = entity[:url]
    @location = entity[:location]
    @state_of_inc = entity[:state_of_inc]
    @formerly = entity[:formerly]
    @symbol = entity[:symbol]
    @cik = entity[:cik]
    @type =entity[:type]
    @mailing_address = entity[:mailing_address]
    @business_address = entity[:business_address]
    @relationships = entity[:relationships]
    @transactions = entity[:transactions]
    @filings = entity[:filings]
end

Instance Attribute Details

#business_address ⇒ Object

Returns the value of attribute business_address.



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# File 'lib/sec_query/entity.rb', line 4

def business_address
  @business_address
end

#cik ⇒ Object

Returns the value of attribute cik.



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# File 'lib/sec_query/entity.rb', line 4

def cik
  @cik
end

#filings ⇒ Object

Returns the value of attribute filings.



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# File 'lib/sec_query/entity.rb', line 4

def filings
  @filings
end

#first ⇒ Object

Returns the value of attribute first.



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# File 'lib/sec_query/entity.rb', line 4

def first
  @first
end

#formerly ⇒ Object

Returns the value of attribute formerly.



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# File 'lib/sec_query/entity.rb', line 4

def formerly
  @formerly
end

#last ⇒ Object

Returns the value of attribute last.



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# File 'lib/sec_query/entity.rb', line 4

def last
  @last
end

#location ⇒ Object

Returns the value of attribute location.



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# File 'lib/sec_query/entity.rb', line 4

def location
  @location
end

#mailing_address ⇒ Object

Returns the value of attribute mailing_address.



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# File 'lib/sec_query/entity.rb', line 4

def mailing_address
  @mailing_address
end

#middle ⇒ Object

Returns the value of attribute middle.



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# File 'lib/sec_query/entity.rb', line 4

def middle
  @middle
end

#name ⇒ Object

Returns the value of attribute name.



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# File 'lib/sec_query/entity.rb', line 4

def name
  @name
end

#relationships ⇒ Object

Returns the value of attribute relationships.



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# File 'lib/sec_query/entity.rb', line 4

def relationships
  @relationships
end

#sic ⇒ Object

Returns the value of attribute sic.



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# File 'lib/sec_query/entity.rb', line 4

def sic
  @sic
end

#state_of_inc ⇒ Object

Returns the value of attribute state_of_inc.



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# File 'lib/sec_query/entity.rb', line 4

def state_of_inc
  @state_of_inc
end

#symbol ⇒ Object

Returns the value of attribute symbol.



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# File 'lib/sec_query/entity.rb', line 4

def symbol
  @symbol
end

#transactions ⇒ Object

Returns the value of attribute transactions.



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# File 'lib/sec_query/entity.rb', line 4

def transactions
  @transactions
end

#type ⇒ Object

Returns the value of attribute type.



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# File 'lib/sec_query/entity.rb', line 4

def type
  @type
end

#url ⇒ Object

Returns the value of attribute url.



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# File 'lib/sec_query/entity.rb', line 4

def url
  @url
end

Class Method Details

.business_address(doc) ⇒ Object 



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# File 'lib/sec_query/entity.rb', line 183

def self.business_address(doc)
    addie = doc.search("//table").search("//td").search("b[text()*='Business Address']")
    if !addie.empty?; 
        business_address = addie[0].parent.innerHTML.gsub('<b class="blue">Business Address</b>', '').gsub('<br />', ' '); 
        return business_address
    else 
        return false;
    end
end

.cik(url, entity) ⇒ Object 



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# File 'lib/sec_query/entity.rb', line 97

def self.cik(url, entity)
    response = Entity.query(url+"&output=atom")
    doc = Hpricot::XML(response)
    data = doc.search("//feed/title")[0];
    if data.inner_text == "EDGAR Search Results"
        tbl =  doc.search("//span[@class='companyMatch']")
        if tbl && tbl.innerHTML != ""
            tbl = tbl[0].parent.search("table")[0].search("tr")
            for tr in tbl
                td = tr.search("td")
                if td[1] != nil && entity[:middle] != nil && td[1].innerHTML.downcase == (entity[:last]+" "+entity[:first]+" "+entity[:middle]).downcase or td[1] != nil && td[1].innerHTML.downcase == (entity[:last]+" "+entity[:first]).downcase
                    cik = td[0].search("a").innerHTML
                    return cik;
                end
            end
        else
            return false;
        end
    else
        cik = data.inner_text.scan(/\(([^)]+)\)/).to_s
        cik = cik.gsub('[["', '').gsub('"]]','')
        return cik
    end
end

.details(temp, options) ⇒ Object 



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# File 'lib/sec_query/entity.rb', line 223

def self.details(temp, options)

    ## Get Relationships for entity
    if options[:relationships] == true
        relationships = Relationship.find(temp)
        temp[:relationships] =relationships
    end

    ## Get Transactions for entity
    if options[:transactions] != nil and options[:transactions].is_a?(Hash)
        temp = Transaction.find(temp, options[:transactions][:start], options[:transactions][:count], options[:transactions][:limit])
    elsif options[:transactions] != nil && options[:transactions] == true
        temp = Transaction.find(temp, nil, nil, nil)
    end


    ## Get Filings for entity

    if options[:filings] != nil and options[:filings].is_a?(Hash)
        temp = Filing.find(temp, options[:filings][:start], options[:filings][:count], options[:filings][:limit])
    elsif options[:filings] != nil and options[:filings] == true 
        temp = Filing.find(temp, nil, nil, nil)
    end

    return temp;
end

.document(cik) ⇒ Object 



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# File 'lib/sec_query/entity.rb', line 122

def self.document(cik)
    url ="http://www.sec.gov/cgi-bin/own-disp?action=getissuer&CIK="+cik
    response = query(url)
    doc = Hpricot(response)
    text = "Ownership Reports from:"
    type = "issuer"
    entity = doc.search("//table").search("//td").search("b[text()*='"+text+"']")
    if entity.empty?
        url= "http://www.sec.gov/cgi-bin/own-disp?action=getowner&CIK="+cik
        response = query(url)
        doc = Hpricot(response)
        text = "Ownership Reports for entitys:"
        type = "owner"
        entity = doc.search("//table").search("//td").search("b[text()*='"+text+"']")
    end
    return [doc, type]

end

.find(entity_args, *options) ⇒ Object 



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# File 'lib/sec_query/entity.rb', line 27

def self.find(entity_args, *options)
    
    temp = {}
    temp[:url] = Entity.url(entity_args)
    temp[:cik] = Entity.cik(temp[:url], entity_args)

    if !temp[:cik] or temp[:cik] == ""; 
        puts "No Entity found for query:  "+temp[:url]
        return false; 
    end
    
    ### Get Document and Entity Type
    doc = Entity.document(temp[:cik])
    temp = Entity.parse_document(temp, doc)

    ### Get Additional Arguments and Query Additional Details
    if !options.empty?;
        temp[:transactions]=[]
        temp[:filings] =[]
        options = Entity.options(temp, options); 
        temp = Entity.details(temp, options);
    end                   
    
    ###  Return entity Object
    @entity = Entity.new(temp)

    return @entity

end

.info(doc) ⇒ Object 



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# File 'lib/sec_query/entity.rb', line 160

def self.info(doc)
    info={}
    lines = doc.search("//td[@bgcolor='#E6E6E6']")[0].parent.parent.search("//tr")
    td = lines[0].search("//td//b").innerHTML
    info[:name] = td.gsub(td.scan(/\(([^)]+)\)/).to_s, "").gsub("()", "").gsub("\n", "")
    lines = lines[1].search("//table")[0].search("//tr//td")
    if lines[0].search("a")[0] != nil
        info[:sic] = lines[0].search("a")[0].innerHTML
    end
    if lines[0].search("a")[1] != nil
        info[:location] = lines[0].search("a")[1].innerHTML
    end

    if lines[0].search("b")[0] != nil and lines[0].search("b")[0].innerHTML.squeeze(" ") != " "
        info[:state_of_inc] = lines[0].search("b")[0].innerHTML
    end
    if lines[1] != nil and lines[1].search("font")
        info[:formerly] = lines[1].search("font").innerHTML.gsub("formerly: ", "").gsub("<br />", "").gsub("\n", "; ")
    end
    return info
end

.log(entity) ⇒ Object 



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# File 'lib/sec_query/entity.rb', line 251

def self.log(entity)

    if entity != false
        puts "\n\t# # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # #\n\n"
        puts "\t"+entity.name
        puts "\t("+entity.cik+")"
        if entity.formerly && entity.formerly != ""
            puts "\tFormerly: "+entity.formerly
        end
        if entity.sic
            puts "\tSIC = "+entity.sic
        end
        if entity.location
            puts "\tLocation: "+entity.location+", "
        end
        if entity.state_of_inc
            puts "\tState of Incorporation: "+entity.state_of_inc
        end
        if entity.mailing_address
            puts "\tMailing Address:\t"+ entity.mailing_address.inspect.gsub('\n', ' ').squeeze(" ")
        end

        if entity.business_address
            puts "\tBusiness Address:\t"+ entity.business_address.inspect.gsub('\n', ' ').squeeze(" ")
        end
        
        
        if !entity.relationships
            puts "\n\tRELATIONSHIPS:\t0 Total"
        else
            puts "\n\tRELATIONSHIPS:\t"+ entity.relationships.count.to_s+" Total"
            printf("\t%-40s %-15s %-30s %-10s\n\n","Entity", "CIK", "Position", "Date")
            for relationship in entity.relationships
                printf("\t%-40s %-15s %-30s %-10s\n",relationship.name, relationship.cik, relationship.position, relationship.date)
            end
        end
        if entity.transactions
            puts "\n\tTRANSACTIONS:\t"+ entity.transactions.count.to_s+" Total"
            printf("\t%-20s %-10s %-5s %-10s %-10s %-10s %-15s %-10s\n\n","Owner", "CIK", "Modes", "Type","Shares","Price","Owned","Date")
            for transaction in entity.transactions
                printf("\t%-20s %-10s %-5s %-10s%-10s %-10s %-15s %-10s\n", transaction.reporting_owner,transaction.owner_cik,transaction.modes, transaction.type,transaction.shares,transaction.price,transaction.owned,transaction.date)
            end
        end
        if entity.filings
            puts "\n\tFILINGS:\t"+ entity.filings.count.to_s+" Total"
            printf("\t%-10s %-30s %-20s\n\n","Type", "File ID", "Date")
            for filing in entity.filings
                printf("\t%-10s %-30s %-20s\n",filing.term, filing.file_id, filing.date)
            end    
          
        end
        puts "\t"+entity.url+"\n\n"
    else
        return "No Entity found."
    end

end

.mailing_address(doc) ⇒ Object 



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# File 'lib/sec_query/entity.rb', line 193

def self.mailing_address(doc)
    addie = doc.search("//table").search("//td").search("b[text()*='Mailing Address']")
    if !addie.empty?; 
        mailing_address = addie[0].parent.innerHTML.gsub('<b class="blue">Mailing Address</b>', '').gsub('<br />', ' '); 
        return mailing_address
    else 
        return false;
    end
end

.options(temp, options) ⇒ Object 



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# File 'lib/sec_query/entity.rb', line 204

def self.options(temp, options)

    args={}
    if options.is_a?(Array) && options.length == 1 && options[0] == true;
        args[:relationships] = true;
        args[:transactions]= true;
        args[:filings] = true;
    elsif options.is_a?(Array) && options.length > 1 
        args[:relationships] = options[0];
        args[:transactions]= options[1];
        args[:filings] = options[2];
    elsif options[0].is_a?(Hash)
        args[:relationships] = options[0][:relationships];
        args[:transactions]= options[0][:transactions];
        args[:filings] = options[0][:filings];
    end
    return args;
end

.parse_document(temp, doc) ⇒ Object 



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# File 'lib/sec_query/entity.rb', line 141

def self.parse_document(temp, doc)

    temp[:type] = doc[1]
    info = Entity.info(doc[0])
    temp[:name] = info[:name]
    temp[:location] = info[:location]
    temp[:sic] = info[:sic]
    temp[:state_of_inc] = info[:state_of_inc]
    temp[:formerly] = info[:formerly]

    ### Get Mailing Address
    temp[:mailing_address] = Entity.mailing_address(doc[0])

    ### Get Business Address
    temp[:business_address] = Entity.business_address(doc[0])

    return temp;
end

.query(url) ⇒ Object 



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# File 'lib/sec_query/entity.rb', line 58

def self.query(url)
    RestClient.get(url){ |response, request, result, &block|
        case response.code
            when 200
            return response
            else
            response.return!(request, result, &block)
        end
    }
end

.url(args) ⇒ Object 



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# File 'lib/sec_query/entity.rb', line 70

def self.url(args)
    if args.is_a?(Hash)
        if args[:symbol] != nil
            string = "CIK="+args[:symbol]
        elsif args[:cik] != nil
            string = "CIK="+args[:cik]
        elsif args[:first] != nil and args[:last]
            string = "company="+args[:last]+" "+args[:first]
        elsif args[:name] != nil
            string = "company="+args[:name].gsub(/[(,?!\''"":.)]/, '')
        end
    elsif args.is_a?(String)
        begin Float(args)
            string = "CIK="+args
        rescue
            if args.length <= 4
                string = "CIK="+args
            else
                string = "company="+args.gsub(/[(,?!\''"":.)]/, '')
            end
        end
    end
    string = string.to_s.gsub(" ", "+")
    url = "http://www.sec.gov/cgi-bin/browse-edgar?"+string+"&action=getcompany"
    return url
end