def _get_ar(cls, identifier: str = None, filing_event_info: dict = None):
"""Return annual report filing."""
# get directors and registered office as of this filing
director_events = cls._get_events(
identifier=identifier,
filing_type_code=filing_event_info['filing_type_code'])
office_events = cls._get_events(
identifier=identifier,
filing_type_code=filing_event_info['filing_type_code'])
director_event_id = None
office_event_id = None
tmp_timestamp = datetime.datetime.fromtimestamp(0)
for event in director_events:
if filing_event_info['event_timestmp'] >= event[
'date'] > tmp_timestamp:
director_event_id = event['id']
tmp_timestamp = event['date']
tmp_timestamp = datetime.datetime.fromtimestamp(0)
for event in office_events:
if filing_event_info['event_timestmp'] >= event[
'date'] > tmp_timestamp:
office_event_id = event['id']
tmp_timestamp = event['date']
if director_event_id:
try:
directors = Director.get_by_event(identifier=identifier,
event_id=director_event_id)
except: # noqa B901; pylint: disable=bare-except;
# should only get here if event was before the bob date
directors = Director.get_current(identifier=identifier)
else:
directors = Director.get_current(identifier=identifier)
directors = [x.as_dict() for x in directors]
if office_event_id:
try:
reg_office = Office.get_by_event(event_id=office_event_id)
except: # noqa B901; pylint: disable=bare-except;
# should only get here if event was before the bob date
reg_office = Office.get_current(identifier=identifier)
else:
reg_office = Office.get_current(identifier=identifier)
reg_office = reg_office.as_dict()
# convert dates and date-times to correct json format
agm_date = convert_to_json_date(filing_event_info.get(
'agm_date', None))
ar_date = convert_to_json_date(filing_event_info['period_end_dt'])
filing_obj = Filing()
filing_obj.body = {
'annualGeneralMeetingDate': agm_date,
'annualReportDate': ar_date,
'directors': directors,
'eventId': filing_event_info['event_id'],
**reg_office
}
filing_obj.filing_type = 'annualReport'
return filing_obj
def _get_cod(cls,
cursor,
identifier: str = None,
filing_event_info: dict = None):
"""Get change of directors filing."""
director_objs = Director.get_by_event(cursor, identifier,
filing_event_info['event_id'])
if len(director_objs) < 3:
current_app.logger.error(
'Less than 3 directors for {}'.format(identifier))
# check to see if this filing was made with an AR -> if it was then set the AR date as the effective date
effective_date = filing_event_info['event_timestmp']
annual_reports = cls._get_events(cursor=cursor,
identifier=identifier,
filing_type_code='OTANN')
for filing in annual_reports:
if convert_to_json_date(
filing['date']) == convert_to_json_date(effective_date):
effective_date = filing['annualReportDate']
break
filing_obj = Filing()
filing_obj.body = {
'directors': [x.as_dict() for x in director_objs],
'eventId': filing_event_info['event_id']
}
filing_obj.filing_type = 'changeOfDirectors'
filing_obj.paper_only = False
filing_obj.effective_date = effective_date
return filing_obj
def _get_cod(cls, identifier: str = None, filing_event_info: dict = None):
"""Get change of directors filing."""
director_objs = Director.get_by_event(identifier, filing_event_info['event_id'])
if len(director_objs) < 3:
current_app.logger.error('Less than 3 directors for {}'.format(identifier))
filing_obj = Filing()
filing_obj.body = {
'directors': [x.as_dict() for x in director_objs],
'eventId': filing_event_info['event_id']
}
filing_obj.filing_type = 'changeOfDirectors'
return filing_obj
def _get_cod(cls,
identifier: str = None,
event_id: str = None,
year: int = None): # pylint: disable=unused-argument; will use year later
"""Get change of directors filing."""
filing_obj = Filing()
if event_id:
filing_event_info = cls._get_filing_event_info(
identifier=identifier,
event_id=event_id,
filing_type_cd1='OTCDR',
filing_type_cd2='OTADR')
else:
filing_event_info = cls._get_filing_event_info(
identifier=identifier,
filing_type_cd1='OTCDR',
filing_type_cd2='OTADR')
director_objs = Director.get_by_event(identifier,
filing_event_info['event_id'])
if len(director_objs) < 3:
current_app.logger.error(
'Less than 3 directors for {}'.format(identifier))
filing_obj.header = {
'date': convert_to_json_date(filing_event_info['event_timestmp']),
'name': 'changeOfDirectors',
'certifiedBy': filing_event_info['certifiedBy'],
'email': filing_event_info['email']
}
filing_obj.body = {
'directors': [x.as_dict() for x in director_objs],
'eventId': filing_event_info['event_id']
}
filing_obj.filing_type = 'changeOfDirectors'
return filing_obj
def _get_ar(
cls,
identifier: str = None,
event_id: str = None, # pylint: disable=too-many-locals,too-many-branches;
year: int = None):
"""Return annual report filing."""
if event_id:
filing_event_info = cls._get_filing_event_info(
identifier=identifier,
event_id=event_id,
filing_type_cd1='OTANN',
year=year)
else:
filing_event_info = cls._get_filing_event_info(
identifier=identifier, filing_type_cd1='OTANN', year=year)
if not filing_event_info:
raise FilingNotFoundException(identifier=identifier,
filing_type='annualReport',
event_id=event_id)
# get directors and registered office as of this filing
director_events = Director.get_events(identifier=identifier)
office_events = Office.get_events(identifier=identifier)
director_event_id = None
office_event_id = None
tmp_timestamp = datetime.datetime.fromtimestamp(0)
for event in director_events:
if filing_event_info['event_timestmp'] >= event[
'date'] > tmp_timestamp:
director_event_id = event['id']
tmp_timestamp = event['date']
tmp_timestamp = datetime.datetime.fromtimestamp(0)
for event in office_events:
if filing_event_info['event_timestmp'] >= event[
'date'] > tmp_timestamp:
office_event_id = event['id']
tmp_timestamp = event['date']
if director_event_id:
try:
directors = Director.get_by_event(identifier=identifier,
event_id=director_event_id)
except: # noqa B901; pylint: disable=bare-except;
# should only get here if event was before the bob date
directors = Director.get_current(identifier=identifier)
else:
directors = Director.get_current(identifier=identifier)
directors = [x.as_dict() for x in directors]
if office_event_id:
try:
reg_office = Office.get_by_event(event_id=office_event_id)
except: # noqa B901; pylint: disable=bare-except;
# should only get here if event was before the bob date
reg_office = Office.get_current(identifier=identifier)
else:
reg_office = Office.get_current(identifier=identifier)
reg_office = reg_office.as_dict()
# convert dates and date-times to correct json format
filing_event_info['event_timestmp'] = convert_to_json_date(
filing_event_info['event_timestmp'])
agm_date = convert_to_json_date(filing_event_info.get(
'agm_date', None))
ar_date = convert_to_json_date(filing_event_info['period_end_dt'])
filing_obj = Filing()
filing_obj.header = {
'date': filing_event_info['event_timestmp'],
'name': 'annualReport',
'certifiedBy': filing_event_info['certifiedBy'],
'email': filing_event_info['email']
}
filing_obj.body = {
'annualGeneralMeetingDate': agm_date,
'annualReportDate': ar_date,
'directors': directors,
'eventId': filing_event_info['event_id'],
**reg_office
}
filing_obj.filing_type = 'annualReport'
filing_obj.event_id = filing_event_info['event_id'] # pylint: disable=attribute-defined-outside-init
return filing_obj
def _get_ar(cls,
cursor,
identifier: str = None,
filing_event_info: dict = None):
"""Return annual report filing."""
# get directors and registered office as of this filing
director_events = cls._get_events(identifier=identifier,
filing_type_code='OTCDR',
cursor=cursor)
office_events = cls._get_events(identifier=identifier,
filing_type_code='OTADD',
cursor=cursor)
director_event_id = None
office_event_id = None
tmp_timestamp = datetime.datetime.fromtimestamp(0)
for event in director_events:
if filing_event_info['event_timestmp'] >= event[
'date'] > tmp_timestamp:
director_event_id = event['id']
tmp_timestamp = event['date']
tmp_timestamp = datetime.datetime.fromtimestamp(0)
for event in office_events:
if filing_event_info['event_timestmp'] >= event[
'date'] > tmp_timestamp:
office_event_id = event['id']
tmp_timestamp = event['date']
recreated_dirs_and_office = True
if director_event_id:
try:
directors = Director.get_by_event(identifier=identifier,
event_id=director_event_id,
cursor=cursor)
except: # noqa B901; pylint: disable=bare-except;
# should only get here if agm was before the bob date
recreated_dirs_and_office = False
directors = Director.get_current(identifier=identifier,
cursor=cursor)
else:
directors = Director.get_current(identifier=identifier,
cursor=cursor)
directors = [x.as_dict() for x in directors]
if office_event_id:
try:
office_obj_list = (Office.get_by_event(
event_id=office_event_id, cursor=cursor)).as_dict()
offices = Office.convert_obj_list(office_obj_list)
except: # noqa B901; pylint: disable=bare-except;
# should only get here if agm was before the bob date
recreated_dirs_and_office = False
office_obj_list = Office.get_current(identifier=identifier,
cursor=cursor)
offices = Office.convert_obj_list(office_obj_list)
else:
office_obj_list = Office.get_current(identifier=identifier,
cursor=cursor)
offices = Office.convert_obj_list(office_obj_list)
filing_obj = Filing()
filing_obj.body = {
'annualGeneralMeetingDate':
convert_to_json_date(filing_event_info.get('agm_date', None)),
'annualReportDate':
convert_to_json_date(filing_event_info['period_end_dt']),
'directors':
directors,
'eventId':
filing_event_info['event_id'],
'offices':
offices
}
filing_obj.filing_type = 'annualReport'
filing_obj.paper_only = not recreated_dirs_and_office
filing_obj.effective_date = filing_event_info['period_end_dt']
return filing_obj
def _get_ar(cls, identifier: str = None, filing_event_info: dict = None):
"""Return annual report filing."""
# get directors and registered office as of this filing
director_events = cls._get_events(identifier=identifier,
filing_type_code='OTCDR')
office_events = cls._get_events(identifier=identifier,
filing_type_code='OTADD')
director_event_id = None
office_event_id = None
tmp_timestamp = datetime.datetime.fromtimestamp(0)
for event in director_events:
if filing_event_info['event_timestmp'] >= event[
'date'] > tmp_timestamp:
director_event_id = event['id']
tmp_timestamp = event['date']
tmp_timestamp = datetime.datetime.fromtimestamp(0)
for event in office_events:
if filing_event_info['event_timestmp'] >= event[
'date'] > tmp_timestamp:
office_event_id = event['id']
tmp_timestamp = event['date']
recreated_dirs_and_office = True
if director_event_id:
try:
directors = Director.get_by_event(identifier=identifier,
event_id=director_event_id)
except: # noqa B901; pylint: disable=bare-except;
# should only get here if agm was before the bob date
recreated_dirs_and_office = False
directors = Director.get_current(identifier=identifier)
else:
directors = Director.get_current(identifier=identifier)
directors = [x.as_dict() for x in directors]
if office_event_id:
try:
reg_office = Office.get_by_event(event_id=office_event_id)
except: # noqa B901; pylint: disable=bare-except;
# should only get here if agm was before the bob date
recreated_dirs_and_office = False
reg_office = Office.get_current(identifier=identifier)
else:
reg_office = Office.get_current(identifier=identifier)
reg_office = reg_office.as_dict()
# convert dates and date-times to correct json format
agm_date = convert_to_json_date(filing_event_info.get(
'agm_date', None))
ar_date = convert_to_json_date(filing_event_info['period_end_dt'])
# paper filings from colin don't enter in the agm_date and don't have no agm filings in the filings table
if filing_event_info['user_id'] != 'COOPER' and not agm_date:
agm_date = ar_date
filing_obj = Filing()
filing_obj.body = {
'annualGeneralMeetingDate': agm_date,
'annualReportDate': ar_date,
'directors': directors,
'eventId': filing_event_info['event_id'],
**reg_office
}
filing_obj.filing_type = 'annualReport'
filing_obj.paper_only = not recreated_dirs_and_office
filing_obj.effective_date = filing_event_info['period_end_dt']
return filing_obj