Class: SecQuery::Transaction

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

Overview

> SecQuery::Transactions

SecQuery filings for any given SecQuery::Entity instance.

Constant Summary collapse

STR_COLUMNS = 
:code, :form, :type, :modes, :owner_cik, :security_name,
:deemed, :exercise, :nature, :derivative, :exercised,
:reporting_owner
FLOAT_COLUMNS = 
:shares, :owned, :underlying_1, :underlying_2,
:underlying_3

Class Method Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(transaction) ⇒ Transaction

Returns a new instance of Transaction.



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# File 'lib/sec_query/transaction.rb', line 17

def initialize(transaction)
  @number = transaction[:number].to_i
  @price = transaction[:price].gsub('$', '').to_f
  @filing_number = transaction[:form].split('/')[-2][0..19]
  setup_columns(transaction)
  setup_date(transaction)
  setup_expires(transaction)
end

Class Method Details

.find(entity, start, count, limit) ⇒ Object 



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# File 'lib/sec_query/transaction.rb', line 49

def self.find(entity, start, count, limit)
  start ||= 0
  count ||= 80
  url = SecURI.ownership_display_uri({
    action: "get#{entity[:type]}",
    CIK: entity[:cik],
    start: start,
    count: count
  })
  response = Entity.query(url)
  doc = Hpricot(response)
  trans = doc.search("//td[@width='40%']")[0].parent.parent.search('//tr')
  i = start
  query_more = false
  trans.each do |tran|
    td = tran.search('//td')
    if td[2] && td[1].innerHTML != 'Exercise'
      query_more = true
      unless td[0].empty?
        transaction = {}
        transaction[:code] = td[0].innerHTML
        transaction[:date] = td[1].innerHTML
        transaction[:reporting_owner] = td[2].innerHTML
        transaction[:form] = td[3].innerHTML
        transaction[:type] = td[4].innerHTML
        transaction[:modes] = td[5].innerHTML
        transaction[:shares] = td[6].innerHTML
        transaction[:price] = td[7].innerHTML
        transaction[:owned] = td[8].innerHTML
        transaction[:number] = td[9].innerHTML
        transaction[:owner_cik] = td[10].innerHTML
        transaction[:security_name] = td[11].innerHTML
        transaction[:deemed] = td[12].innerHTML
        n_td = trans[i + 1].search('//td') if trans[i + 1]
        if n_td && n_td.count == 7 && n_td[0].innerHTML.empty?
          transaction[:exercise] = n_td[1].innerHTML
          transaction[:nature] = n_td[2].innerHTML
          transaction[:derivative] = n_td[3].innerHTML
          transaction[:underlying_1] = n_td[4].innerHTML
          transaction[:exercised] = n_td[5].innerHTML
          transaction[:underlying_2] = n_td[6].innerHTML
          transaction[:expires] = n_td[7].innerHTML
          transaction[:underlying_3] = n_td[8].innerHTML
        end
        entity[:transactions] << Transaction.new(transaction)
      end
    end
    i += 1
  end

  if (query_more && limit.nil?) || (query_more && !limit)
    Transaction.find(entity, start + count, count, limit)
  else
    return entity
  end
end

Instance Method Details

#setup_columns(transaction) ⇒ Object 



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# File 'lib/sec_query/transaction.rb', line 26

def setup_columns(transaction)
  STR_COLUMNS.each do |column|
    instance_variable_set("@#{ column }", transaction[column])
  end
  FLOAT_COLUMNS.each do |column|
    instance_variable_set("@#{ column }", transaction[column].to_f)
  end
end

#setup_date(transaction) ⇒ Object 



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# File 'lib/sec_query/transaction.rb', line 35

def setup_date(transaction)
  if transaction[:date] && transaction[:date] != '-'
    date = transaction[:date].split('-')
    @date = Time.utc(date[0], date[1], date[2])
  end
end

#setup_expires(transaction) ⇒ Object 



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# File 'lib/sec_query/transaction.rb', line 42

def setup_expires(transaction)
  if transaction[:expires]
    expires = transaction[:expires].split('-')
    @expires = Time.utc(expires[0], expires[1], expires[2].to_i)
  end
end