class Test(unittest.TestCase):
def setUp(self):
turn_on_request_caching()
test_filing_path = os.path.join(TEST_DOCS_DIR, 'aapl-20121229.xml')
with open(test_filing_path) as f:
test_statement_xml_dict = xmltodict.parse(f.read())
self.xbrl_dict = test_statement_xml_dict['xbrl']
self.xbrl_doc = XBRLDocument(None)
self.xbrl_doc._xbrl_dict_ = self.xbrl_dict
def test_context_dates(self):
context_id = 'eol_PE2035----1210-Q0013_STD_98_20111231_0'
context = self.xbrl_doc.time_span_contexts_dict()[context_id]
self.assertEqual(context.start_date, datetime.date(2011, 9, 25))
self.assertEqual(context.end_date, datetime.date(2011, 12, 31))
def test_document_downloading(self):
doc = XBRLDocument(
'http://www.sec.gov/Archives/edgar/data/320193/000119312513022339/aapl-20121229.xml'
)
self.assertDictEqual(doc._xbrl_dict, self.xbrl_dict)
def test_get_most_recent_metric_value(self):
metric = mock.Mock()
metric.xbrl_tags = ['us-gaap:EarningsPerShareDiluted']
self.assertEqual(self.xbrl_doc.latest_metric_value(metric), 13.81)
class Test(unittest.TestCase):
def setUp(self):
turn_on_request_caching()
test_filing_path = os.path.join(TEST_DOCS_DIR, 'aapl-20121229.xml')
with open(test_filing_path) as f:
test_statement_xml_dict = xmltodict.parse(f.read())
self.xbrl_dict = test_statement_xml_dict['xbrl']
self.xbrl_doc = XBRLDocument(None)
self.xbrl_doc._xbrl_dict_ = self.xbrl_dict
def test_context_dates(self):
context_id = 'eol_PE2035----1210-Q0013_STD_98_20111231_0'
context = self.xbrl_doc.time_span_contexts_dict()[context_id]
self.assertEqual(context.start_date, datetime.date(2011, 9, 25))
self.assertEqual(context.end_date, datetime.date(2011, 12, 31))
def test_document_downloading(self):
doc = XBRLDocument('http://www.sec.gov/Archives/edgar/data/320193/000119312513022339/aapl-20121229.xml')
self.assertDictEqual(doc._xbrl_dict, self.xbrl_dict)
def test_get_most_recent_metric_value(self):
metric = mock.Mock()
metric.xbrl_tags = ['us-gaap:EarningsPerShareDiluted']
self.assertEqual(self.xbrl_doc.latest_metric_value(metric),
13.81)
def setUp(self):
turn_on_request_caching()
test_filing_path = os.path.join(TEST_DOCS_DIR, 'aapl-20121229.xml')
with open(test_filing_path) as f:
test_statement_xml_dict = xmltodict.parse(f.read())
self.xbrl_dict = test_statement_xml_dict['xbrl']
self.xbrl_doc = XBRLDocument(None)
self.xbrl_doc._xbrl_dict_ = self.xbrl_dict
def ex():
print 'Calculating key accounting figures for Apple (2012 filing)'
ticker = 'aapl'
# filings = edgar.get_filings(symbol=ticker, filing_type='10-Q')
# filing = filings[filings.bisect(date(2013, 1, 23)) - 1]
# print filing
url = 'http://www.sec.gov/Archives/edgar/data/320193/000119312513022339/aapl-20121229.xml'
doc = XBRLDocument.gets_XBRL_from_edgar(xbrl_url=url)
# filing = Filing(filing_date=None, document=xbrl_document, next_filing=None)
tags = [
# short-name, tagname, 'd/i' = duration or instance
['assets', 'us-gaap:Assets', 'i'],
['liabilites', 'us-gaap:Liabilities', 'i'],
['shares', 'dei:EntityCommonStockSharesOutstanding', 'i'],
['equity', 'us-gaap:StockholdersEquity', 'i'],
['eps', 'us-gaap:EarningsPerShareDiluted', 'd']
]
out = {}
for tag in tags:
context = DurationContext if tag[2] == 'd' else InstantContext
metric_params = XBRLMetricParams(possible_tags=[tag[1]],
context_type=context)
out[tag[0]] = doc.latest_metric_value(metric_params=metric_params)
out['book'] = out['assets'] - out['liabilites']
out['book-ps'] = out['book'] / out['shares']
for k in out:
print k, ': ', out[k]
def test_GOOG_shareholders_equity(self):
sec_value = 994.77
doc_path = os.path.join(TEST_DOCS_DIR, 'goog-20120630.xml')
xbrl_document = XBRLDocument.gets_XBRL_locally(file_path=doc_path)
filing = Filing(filing_date=None, document=xbrl_document, next_filing=None)
book_value_per_share = BookValuePerShare.value_from_filing(filing)
self.assertAlmostEqual(book_value_per_share, sec_value, places=1)
def test_GOOG_shareholders_equity(self):
sec_value = 994.77
doc_path = tests.asset_file_path('goog-20120630.xml')
xbrl_document = XBRLDocument.gets_XBRL_locally(file_path=doc_path)
filing = Filing(filing_date=None, document=xbrl_document, next_filing=None)
book_value_per_share = BookValuePerShare.value_from_filing(filing)
self.assertAlmostEqual(book_value_per_share, sec_value, places=1)
def ex():
print 'Calculating key accounting figures for Apple (2012 filing)'
ticker = 'aapl'
# filings = edgar.get_filings(symbol=ticker, filing_type='10-Q')
# filing = filings[filings.bisect(date(2013, 1, 23)) - 1]
# print filing
url = 'http://www.sec.gov/Archives/edgar/data/320193/000119312513022339/aapl-20121229.xml'
doc = XBRLDocument.gets_XBRL_from_edgar(xbrl_url=url)
# filing = Filing(filing_date=None, document=xbrl_document, next_filing=None)
tags = [
# short-name, tagname, 'd/i' = duration or instance
['assets', 'us-gaap:Assets', 'i'],
['liabilites', 'us-gaap:Liabilities', 'i'],
['shares', 'dei:EntityCommonStockSharesOutstanding', 'i'],
['equity', 'us-gaap:StockholdersEquity', 'i'],
['eps', 'us-gaap:EarningsPerShareDiluted', 'd']
]
out = {}
for tag in tags:
context = DurationContext if tag[2] == 'd' else InstantContext
metric_params = XBRLMetricParams(possible_tags=[tag[1]],
context_type=context
)
out[tag[0]] = doc.latest_metric_value(metric_params=metric_params)
out['book'] = out['assets'] - out['liabilites']
out['book-ps'] = out['book'] / out['shares']
for k in out:
print k, ': ', out[k]
def test_document_downloading(self):
url = 'http://www.sec.gov/Archives/edgar/data/320193/000119312513022339/aapl-20121229.xml'
test_filing_path = tests.asset_file_path('aapl-20121229.xml')
with open(test_filing_path) as f:
test_statement_xml_dict = xmltodict.parse(f.read())
xbrl_dict = test_statement_xml_dict['xbrl']
doc = XBRLDocument.gets_XBRL_from_edgar(xbrl_url=url)
self.assertDictEqual(doc._xbrl_dict, xbrl_dict)
def setUp(self):
turn_on_request_caching()
test_filing_path = os.path.join(TEST_DOCS_DIR, 'aapl-20121229.xml')
with open(test_filing_path) as f:
test_statement_xml_dict = xmltodict.parse(f.read())
self.xbrl_dict = test_statement_xml_dict['xbrl']
self.xbrl_doc = XBRLDocument(None)
self.xbrl_doc._xbrl_dict_ = self.xbrl_dict
def test_appl(self):
"""value computed from http://www.sec.gov/cgi-bin/viewer?action=view&cik=320193&accession_number=0001193125-13-022339&xbrl_type=v#.
"""
sec_value = 135.6
doc_path = os.path.join(TEST_DOCS_DIR, "aapl-20121229.xml")
xbrl_document = XBRLDocument.gets_XBRL_locally(file_path=doc_path)
filing = Filing(filing_date=None, document=xbrl_document, next_filing=None)
book_value_per_share = BookValuePerShare.value_from_filing(filing)
self.assertAlmostEqual(book_value_per_share, sec_value, places=1)
def test_appl(self):
'''value computed from http://www.sec.gov/cgi-bin/viewer?action=view&cik=320193&accession_number=0001193125-13-022339&xbrl_type=v#.
'''
sec_value = 135.6
doc_path = tests.asset_file_path('aapl-20121229.xml')
xbrl_document = XBRLDocument.gets_XBRL_locally(file_path=doc_path)
filing = Filing(filing_date=None, document=xbrl_document, next_filing=None)
book_value_per_share = BookValuePerShare.value_from_filing(filing)
self.assertAlmostEqual(book_value_per_share, sec_value, places=1)
def from_xbrl_url(cls, filing_date, xbrl_url):
'''constructor.'''
document = XBRLDocument(xbrl_url=xbrl_url)
return cls(filing_date=filing_date, document=document)
def setUp(self):
test_filing_path = os.path.join(TEST_DOCS_DIR, 'aapl-20121229.xml')
self.xbrl_doc = XBRLDocument.gets_XBRL_locally(file_path=test_filing_path)
def setUp(self):
test_filing_path = tests.asset_file_path('aapl-20121229.xml')
self.xbrl_doc = XBRLDocument.gets_XBRL_locally(file_path=test_filing_path)
def from_xbrl_url(cls, filing_date, xbrl_url):
"""constructor."""
document = XBRLDocument.gets_XBRL_from_edgar(xbrl_url=xbrl_url)
return cls(filing_date=filing_date, document=document)
def test_document_downloading(self):
doc = XBRLDocument(
'http://www.sec.gov/Archives/edgar/data/320193/000119312513022339/aapl-20121229.xml'
)
self.assertDictEqual(doc._xbrl_dict, self.xbrl_dict)