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(opts = {}) ⇒ ApiResponseFilings

All Filings Returns pertinent filing reference data for a specific company filing or latest filings for all companies. Useful for tracking the latest filings submitted and updating your database accordingly with the new information.

Parameters:

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :company (String) —

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

  • :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

  • :earnings_release (BOOLEAN) —

    Return filings that have been tagged as having Results of Operations and Financial Conditions

  • :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(opts = {})
  data, _status_code, _headers = get_all_filings_with_http_info(opts)
  return data
end

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

All Filings Returns pertinent filing reference data for a specific company filing or latest filings for all companies. Useful for tracking the latest filings submitted and updating your database accordingly with the new information.

Parameters:

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :company (String) —

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

  • :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

  • :earnings_release (BOOLEAN) —

    Return filings that have been tagged as having Results of Operations and Financial Conditions

  • :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(opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: 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'] = opts[:'company'] if !opts[:'company'].nil?
  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[:'earnings_release'] = opts[:'earnings_release'] if !opts[:'earnings_release'].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 Returns a list of the latest XBRL filing note sections from the SEC 10-K and 10-Q statements. The returned Intrinio XBRL filing note ID can then be utilized with the “Filing Note by ID” endpoint to retrieve the contents of the note in HTML or text format.

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 113

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 Returns a list of the latest XBRL filing note sections from the SEC 10-K and 10-Q statements. The returned Intrinio XBRL filing note ID can then be utilized with the “Filing Note by ID” endpoint to retrieve the contents of the note in HTML or text format.

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 130

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 184

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 194

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 a list of fundamentals with unique fundamental IDs associated with a particular ‘Intrinio Filing ID` (if applicable) that have been updated or created as a result of a company`s latest SEC filing. Useful to ensure your database is up to date with the latest fundamentals.

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 244

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 a list of fundamentals with unique fundamental IDs associated with a particular &#x60;Intrinio Filing ID&#x60; (if applicable) that have been updated or created as a result of a company&#x60;s latest SEC filing. Useful to ensure your database is up to date with the latest fundamentals.

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 261

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 Returns a SEC filing in HTML Format for a specified filing ID.

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 320

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 Returns a SEC filing in HTML Format for a specified filing ID.

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 330

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 373

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 383

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 Returns the XBRL filing note contents in HTML or text format for a specified Intrinio XBRL filing note 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 427

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 485

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 495

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 538

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 548

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 Returns the XBRL filing note contents in HTML or text format for a specified Intrinio XBRL filing note 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 438

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 Search the XBRL note database and return a list of XBRL note sections containing text from the text query parameter passed through.

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 594

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 Search the XBRL note database and return a list of XBRL note sections containing text from the text query parameter passed through.

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 607

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