Class: SecEdgar::FilingUpdater

Inherits:
Object
  • Object
show all
Defined in:
lib/sec_edgar/filing_updater.rb

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(form) ⇒ FilingUpdater

Returns a new instance of FilingUpdater.



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# File 'lib/sec_edgar/filing_updater.rb', line 5

def initialize(form)
  @form = form
end

Instance Attribute Details

#form ⇒ Object (readonly)

Returns the value of attribute form.



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# File 'lib/sec_edgar/filing_updater.rb', line 3

def form
  @form
end

Instance Method Details

#doc ⇒ Object 



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# File 'lib/sec_edgar/filing_updater.rb', line 9

def doc
  @doc ||= RawFiling.for_form(form).parsed
end

#update ⇒ Object 



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# File 'lib/sec_edgar/filing_updater.rb', line 13

def update
  doc_json = doc.to_json
  return if doc_json == '{}'

  form.update({
    dollar_volume: doc.dollar_volume,
    document: { d: doc_json }
  })

  unless form.company
    form.company = Company.where(cik: doc.issuer_cik).first_or_initialize
    form.company.update_attributes(
      name: doc.issuer_name,
      ticker: doc.issuer_trading_symbol.upcase
    )
  end

  unless form.insider
    form.insider = Insider.where(cik: doc.owner_cik).first_or_initialize
    form.insider.update_attributes(
      name: doc.owner_name[0, 254]
    )
  end

  dt = Date.parse(form.date)
  form.day_traded_price = form.company.price_on(dt)
  form.day_traded_volume = form.company.volume_on(dt)
  form.plus_3_months_price = form.company.price_on(dt + 3.months)
  form.plus_6_months_price = form.company.price_on(dt + 6.months)
  form.plus_12_months_price = form.company.price_on(dt + 12.months)
  # need to find a more detailed data source
  # form.price_to_earnings = Company.price_to_earnings_on(form.date)
  # form.price_to_book = Company.price_to_book_on(form.date)

  form.doc = doc
  form.save!
  form
end