def process(request):
if request.headers.get('x-api-key', '') != API_KEY:
return 'Not found', 404
xml_runner = XMLRunner()
try:
filing = xml_runner.run_filing(request.args.get('aws_object_id',''))
except RuntimeError as e:
return "Error getting XML: {0}".format(str(e)), 400
try:
if 'IRS990PF' in filing.list_schedules():
org = org_from_990pf(filing)
grants_to_create = grants_from_990pf(filing)
elif 'IRS990EZ' in filing.list_schedules():
org = org_from_990ez(filing)
grants_to_create = []
elif 'IRS990' in filing.list_schedules():
org = org_from_990(filing)
grants_to_create = grants_from_990(filing)
else:
raise RuntimeError('No schedule available to parse.')
except RuntimeError as e:
return "Error getting org: {0}".format(str(e)), 500
if org.get('ein', '') == '':
return "No EIN found", 500
client = MongoClient(MONGO_URL)
db = client.springsteen
timestamp = timestamp_now()
org['updatedAt'] = timestamp
existing_org = db.organizations.find_one({'ein': org['ein']})
if existing_org == None:
org['createdAt'] = timestamp
result = db.organizations.insert_one(org)
org_mongo_id = result.inserted_id
else:
org_mongo_id = existing_org['_id']
if 'lastFilingAt' not in existing_org or parse(existing_org['lastFilingAt']) < parse(org['lastFilingAt']):
merged_org = {**existing_org, **org}
if 'createdAt' not in merged_org or merged_org['createdAt'] == 'yo':
merged_org['createdAt'] = timestamp
result = db.organizations.find_one_and_update({'_id': existing_org['_id']}, {'$set': merged_org}, return_document=ReturnDocument.AFTER)
for grant in grants_to_create:
grant['funder'] = DBRef('organizations', org_mongo_id)
grant['createdAt'] = timestamp
grant['updatedAt'] = timestamp
if len(grants_to_create) > 0:
# Grants should not be replaced if they are already uploaded for that tax period/funder since they can be modified by other sources after initial upload
if db.grants.find_one({'funderEIN': org['ein'], 'fromTaxPeriodEnding': grants_to_create[0]['fromTaxPeriodEnding']}) == None:
result = db.grants.delete_many({'funderEIN': org['ein'], 'fromTaxPeriodEnding': grants_to_create[0]['fromTaxPeriodEnding']})
result = db.grants.insert_many(grants_to_create)
return 'OK'
def run(self):
self.xml_runner = XMLRunner()
self.accumulator = Accumulator()
while True:
filing = self.queue.get()
self.run_filing(filing)
self.queue.task_done()
connection.close()
def run(self):
self.xml_runner = XMLRunner()
self.accumulator = Accumulator()
while True:
filing = self.queue.get()
try:
self.run_filing(filing)
except Exception as ex:
print(ex)
finally:
self.queue.task_done()
connection.close()
def handle(self, *args, **options):
self.xml_runner = None
self.standardizer = Standardizer()
count = 0
submissions = XMLSubmission.objects.filter(
schema_year__gte=2013,
sub_date__contains='2017').values('taxpayer_name', 'tax_period',
'sub_date', 'object_id')
for submission in submissions:
count += 1
if count % 100 == 0:
print("Processed %s filings" % count)
reset_queries() # not sure this will matter, but...
self.xml_runner = None # Erase this to prevent memory leaks
if not self.xml_runner:
# will start up faster if we don't have to reread/import csvs
self.xml_runner = XMLRunner(standardizer=self.standardizer)
whole_submission = XMLSubmission.objects.get(
object_id=submission['object_id'])
if type(whole_submission.as_json) == unicodeType:
submission_json = json.loads(whole_submission.as_json)
else:
# Assume it's a dict?
# We don't have any "working" installations that return json as json
submission_json = whole_submission.as_json
filingobj = Filing(submission['object_id'], json=submission_json)
parsedFiling = self.xml_runner.run_from_filing_obj(
filingobj,
verbose=False,
)
result = parsedFiling.get_result()
keyerrors = parsedFiling.get_keyerrors()
has_keyerrors = len(keyerrors) > 0
try:
ProcessedFiling.objects.get(object_id=submission['object_id'])
except ProcessedFiling.DoesNotExist:
ProcessedFiling.objects.create(
ein=whole_submission.ein,
object_id=whole_submission.object_id,
processed_json=result,
keyerrors=keyerrors,
has_keyerrors=has_keyerrors,
submission=whole_submission)
def handle(self, *args, **options):
self.xml_runner = XMLRunner()
self.accumulator = Accumulator()
count = 0
while True:
xml_batch = XMLSubmission.objects.filter(
year__in=[2014, 2015, 2016, 2017]).exclude(
json_set=True)[:BATCHSIZE]
#xml_batch = XMLSubmission.objects.filter(object_id__in=ids).exclude(json_set=True)[:BATCHSIZE]
#xml_batch = XMLSubmission.objects.filter(object_id__in=['201540859349100204',])[:BATCHSIZE]
#xml_batch = XMLSubmission.objects.filter(object_id__in=test2016ids).exclude(json_set=True)[:BATCHSIZE]
#xml_batch = XMLSubmission.objects.filter(sub_date__regex=r'^8.+2017.*').exclude(json_set=True)[:BATCHSIZE]
#xml_batch = XMLSubmission.objects.filter(object_id__in=test2016ids).exclude(json_set=True)[:BATCHSIZE]
#xml_batch = XMLSubmission.objects.filter(object_id__in=['201523179349302022',]).exclude(json_set=True)
count += 1
print count
if len(xml_batch) == 0:
break
self.process_batch(xml_batch)
# for testing
if count > LOOP_MAX:
break
def fetch_yr_ind(oid_srch_lst):
# Should we use IRSx or manual concordance? Setup IRSx if using it
# Requires all object IDs in the file to be from the same year
irsx_flag = True if int(oid_srch_lst[0][:4]) >= 2015 else False
xml_runner = XMLRunner() if irsx_flag else None
yr_ind_new = pd.DataFrame()
# Iterate through Object IDs and update regularly
start_time = time.time()
counter = 0
for oid in oid_srch_lst:
yr_ind_new = yr_ind_new.append(
fetch_ind_row(irsx_flag, xml_runner, oid))
if counter % upd_intvl == 0:
elapsed = time.time() - start_time
logging.info(
"Read {} forms from current year in {:,.1f} seconds.".format(
counter, elapsed))
counter += 1
yr_ind_new['990_SRC'] = "AWS FILE DIR"
return yr_ind_new
def __init__(self, object_id, obj_tbl_field_map=None):
self.object_id = object_id
self.xml_runner = XMLRunner()
self.obj_tbl_field_map = obj_tbl_field_map
self.header_dict = self.process_header_fields()
self.balance_dict = self.process_balance_fields()
self.people = self.process_compensation_fields()
self.failures = {
'comp': True if self.people is None else False,
'balance': True if self.balance_dict is None else False,
'header': True if self.header_dict is None else False
}
def fetch_yr_ind( oid_srch_lst ):
# Should we use IRSx or manual concordance? Setup IRSx if using it
# Requires all object IDs in the file to be from the same year
irsx_flag = True if int( oid_srch_lst[0][:4] ) >= 2015 else False
xml_runner = XMLRunner() if irsx_flag else None
yr_ind_new = pd.DataFrame()
# Iterate through Object IDs
for oid in oid_srch_lst:
yr_ind_new = yr_ind_new.append( fetch_ind_row( irsx_flag, xml_runner, oid ) )
yr_ind_new['990_SRC'] = "AWS FILE DIR"
return yr_ind_new
def handle(self, *args, **options):
self.xml_runner = None
#self.fix_connection()
self.standardizer = Standardizer()
count = 0
headers = [
"taxpayer_name", "ein", "tax_period", "sub_date", "object_id",
"name", "title", "org_comp", "related_comp", "other_cmp", "form",
"source"
]
outfile = open("dumptest.csv", 'wb')
dw = csv.DictWriter(outfile, fieldnames=headers, extrasaction='ignore')
dw.writeheader()
submissions = XMLSubmission.objects.filter(
schema_year__gte=2013,
sub_date__contains='2017').values('taxpayer_name', 'tax_period',
'sub_date', 'object_id')
#submissions = XMLSubmission.objects.filter(object_id='201513209349102976').values('taxpayer_name', 'tax_period', 'sub_date', 'object_id')
#submissions = XMLSubmission.objects.filter(return_type='990PF').values('taxpayer_name', 'tax_period', 'sub_date', 'object_id')
for submission in submissions:
count += 1
if count % 100 == 0:
print("Processed %s filings" % count)
reset_queries() # not sure this will matter, but...
self.xml_runner = None # Erase this to prevent memory leaks
if not self.xml_runner:
self.xml_runner = XMLRunner(
standardizer=self.standardizer
) # will start up faster if we don't have to reread/import csvs
whole_submission = XMLSubmission.objects.get(
object_id=submission['object_id'])
assert whole_submission.json_set
# There's a bug that makes json objects get returned as unicode instead of as dicts
# similar to this one https://code.djangoproject.com/ticket/27675
# though django-jsonfield isn't used in this object
# See to register_json, though that doesn't work in this context
# http://initd.org/psycopg/docs/extras.html
if type(whole_submission.as_json) == unicodeType:
submission_json = json.loads(whole_submission.as_json)
else:
# Assume it's a dict? We haven't seen this yet.
submission_json = whole_submission.as_json
filingobj = Filing(submission['object_id'], json=submission_json)
#print("\n\nObject id %s\n" % submission['object_id'])
#print submission_json
processedFiling = self.xml_runner.run_from_filing_obj(
filingobj,
verbose=False,
)
#print ("\n\nProcessed filing is %s" % processedFiling.get_result())
filing_info = {
'taxpayer_name': submission['taxpayer_name'],
'tax_period': submission['tax_period'],
'sub_date': submission['sub_date']
}
schedule_list = processedFiling.list_schedules()
result = processedFiling.get_result()
keyerrors = processedFiling.get_keyerrors()
if keyerrors:
print("\n\n\n***keyerrors\n\n%s" % keyerrors)
sked990_list = processedFiling.get_parsed_sked('IRS990')
sked990EZ_list = processedFiling.get_parsed_sked('IRS990EZ')
sked990PF_list = processedFiling.get_parsed_sked('IRS990PF')
sked990J_list = processedFiling.get_parsed_sked('IRS990ScheduleJ')
if sked990_list:
#print("\n\t990")
sked990 = sked990_list[0]
assert sked990['schedule_name'] == 'IRS990'
group_name = "Frm990PrtVIISctnA"
try:
employee_list = sked990['groups'][group_name]
except KeyError:
employee_list = []
for employee in employee_list:
#print "\n\n"
#print employee
this_employee = {
'ein': employee['ein'],
'object_id': employee['object_id'],
'name': employee.get('PrsnNm'),
'title': employee.get('TtlTxt'),
'org_comp': employee.get('RprtblCmpFrmOrgAmt', 0),
'related_comp': employee.get('RprtblCmpFrmRltdOrgAmt',
0),
'other_cmp': employee.get('OthrCmpnstnAmt', 0),
'highest_ind': employee.get('HghstCmpnstdEmplyInd'),
'form': 'IRS990',
'source': 'Frm990PrtVIISctnA'
}
this_employee.update(filing_info)
#print "\n"
#print this_employee
dw.writerow(this_employee)
if sked990EZ_list:
sked990EZ = sked990EZ_list[0]
#print("\n\t990EZ %s" % sked990EZ['schedule_name'])
assert sked990EZ['schedule_name'] == 'IRS990EZ'
group_name = "EZOffcrDrctrTrstEmpl"
try:
employee_list = sked990EZ['groups'][group_name]
except KeyError:
employee_list = []
for employee in employee_list:
#print employee
this_employee = {
'ein': employee['ein'],
'object_id': employee['object_id'],
'name': employee.get('PrsnNm', ''),
'title': employee.get('TtlTxt', ''),
'org_comp': employee.get('CmpnstnAmt', 0),
# 'related_comp': NA
#'other_cmp': EmplyBnftsAmt + ExpnsAccntAmt ?
'form': 'IRS990EZ',
'source': 'EZOffcrDrctrTrstEmpl'
}
this_employee.update(filing_info)
#print this_employee
dw.writerow(this_employee)
##
group_name = "EZCmpnstnHghstPdEmpl" # This is very rare
try:
employee_list = sked990EZ['groups'][group_name]
except KeyError:
employee_list = []
for employee in employee_list:
this_employee = {
'ein': employee['ein'],
'object_id': employee['object_id'],
'name': employee.get('PrsnNm'),
'title': employee.get('TtlTxt'),
'org_comp': employee.get('CmpnstnAmt'),
# 'related_comp': NA
#'other_cmp': EmplyBnftsAmt + ExpnsAccntAmt ?
'form': 'IRS990EZ',
'source': 'EZCmpnstnHghstPdEmpl'
}
this_employee.update(filing_info)
print "\nEZ"
print employee
print this_employee
dw.writerow(this_employee)
if sked990PF_list:
sked990PF = sked990PF_list[0]
#print("\n\t990PF %s" % sked990PF['schedule_name'])
assert sked990PF['schedule_name'] == 'IRS990PF'
group_name = "PFOffcrDrTrstKyEmpl"
employee_list = []
try:
employee_list = sked990PF['groups'][group_name]
except KeyError:
pass
for employee in employee_list:
#print "\n\n"
#print employee
this_employee = {
'ein': employee['ein'],
'object_id': employee['object_id'],
'name': employee.get('OffcrDrTrstKyEmpl_PrsnNm'),
'title': employee.get('OffcrDrTrstKyEmpl_TtlTxt'),
'org_comp':
employee.get('OffcrDrTrstKyEmpl_CmpnstnAmt'),
# 'related_comp': NA
#'other_cmp': OffcrDrTrstKyEmpl_EmplyBnftPrgrmAmt + OffcrDrTrstKyEmpl_ExpnsAccntOthrAllwncAmt ?
'form': 'IRS990PF',
'source': 'PFOffcrDrTrstKyEmpl'
}
this_employee.update(filing_info)
#print "\n"
#print this_employee
dw.writerow(this_employee)
group_name = "PFCmpnstnHghstPdEmpl" # also rare
employee_list = []
try:
employee_list = sked990PF['groups'][group_name]
except KeyError:
pass
for employee in employee_list:
#print employee
this_employee = {
'ein': employee['ein'],
'object_id': employee['object_id'],
'name': employee.get('CmpnstnHghstPdEmpl_PrsnNm'),
'title': employee.get('CmpnstnHghstPdEmpl_TtlTxt'),
'org_comp':
employee.get('CmpnstnHghstPdEmpl_CmpnstnAmt'),
# 'related_comp': NA
#'other_cmp': CmpnstnHghstPdEmpl_EmplyBnftsAmt + CmpnstnHghstPdEmpl_ExpnsAccntAmt ?
'form': 'IRS990PF',
'source': 'PFCmpnstnHghstPdEmpl'
}
this_employee.update(filing_info)
#print "\n"
#print this_employee
dw.writerow(this_employee)
if sked990J_list:
sked990J = sked990J_list[0]
#print("\n\t990J %s" % sked990J['schedule_name'])
assert sked990J['schedule_name'] == 'IRS990ScheduleJ'
group_name = "SkdJRltdOrgOffcrTrstKyEmpl"
employee_list = []
try:
employee_list = sked990J['groups'][group_name]
except KeyError:
pass
for employee in employee_list:
#print "\n\n sked J"
#print employee
this_employee = {
'ein': employee['ein'],
'object_id': employee['object_id'],
'name': employee.get('PrsnNm'),
'bus_line_1': employee.get('BsnssNmLn1Txt'),
'title': employee.get('TtlTxt'),
'org_comp': employee.get('TtlCmpnstnFlngOrgAmt'),
'related_comp': employee.get('TtlCmpnstnRltdOrgsAmt'),
#'other_cmp': OffcrDrTrstKyEmpl_EmplyBnftPrgrmAmt + OffcrDrTrstKyEmpl_ExpnsAccntOthrAllwncAmt ?
'form': 'IRS990ScheduleJ',
'source': 'SkdJRltdOrgOffcrTrstKyEmpl'
}
this_employee.update(filing_info)
#print "\n"
#print this_employee
dw.writerow(this_employee)
print("Total of %s processed" % count)
def federal_irs_ingest_get_990s(message, context):
year = datetime.datetime.today().year
# settings pulled from a database
ref = db.collection('federal').document('irs').collection('990s').document(str(year))
settings = ref.get().to_dict()
if settings is not None:
latest_saved_idx = settings['idx']
else:
latest_saved_idx = 0
# prep load
xml_runner = XMLRunner()
start_time = time.time()
bucket = client.get_bucket(gcp_project_id)
blob = bucket.get_blob('downloads/federal/irs/index_' + str(year) + '.csv')
blob = blob.download_as_string().decode('utf-8')
blob = StringIO(blob)
# load by looping through all the rows in the index
actions = []
failed_object_ids = []
reader = csv.reader(blob, delimiter=',')
next(reader) # skip header
for idx, row in enumerate(reader):
if time.time() - start_time > 520:
break
# skip previously indexed objectss
if idx < latest_saved_idx:
continue
# process the object id
object_id = row[8]
if int(object_id[:4]) < 2014: # can't process these
continue
# process the submission date
sub_date = row[4]
try:
sub_date = datetime.datetime.strptime(sub_date, '%m/%d/%Y %I:%M:%S %p')
except:
try:
sub_date = datetime.datetime.strptime(sub_date, '%m/%d/%Y')
except:
raise
sub_date = pytz.timezone('US/Eastern').localize(sub_date)
sub_date = sub_date.strftime("%Y-%m-%dT%H:%M:%S%z")
# grab the filing
try:
filing = xml_runner.run_filing(object_id)
schedules = filing.get_result()
except (RuntimeError, InvalidXMLException) as e:
logger.error(object_id, str(e))
failed_object_ids.append(object_id)
continue
if schedules is not None:
xml = utilities.get_xml_parts(schedules)
xml = utilities.clean_xml(xml)
if 'IRS990EZ' in xml:
index = '990ez'
elif 'IRS990PF' in xml:
index = '990pf'
else:
index = '990'
actions.append({
'_op_type': 'index',
'_index': 'federal_irs_' + index,
'_id': object_id,
'_source': {
'row': {
'return_id': str(row[0]),
'filing_type': row[1],
'ein': str(row[2]),
'tax_period': row[3],
'sub_date': sub_date,
'taxpayer_name': row[5],
'return_type': str(row[6]),
'dln': str(row[7]),
'object_id': object_id
},
'obj': xml,
'context': {
'last_indexed': datetime.datetime.now(datetime.timezone.utc)
}
}
})
if len(actions) >= 1000:
helpers.bulk(es, actions)
logger.info('ELASTICSEARCH UPDATED' + ' - ' + str(len(actions)) + ' docs')
actions = []
# index all docs into elasticsearch
if actions:
helpers.bulk(es, actions)
logger.info('ELASTICSEARCH UPDATED' + ' - ' + str(len(actions)) + ' docs')
# update Firestore
update = {
"idx": idx,
"last_updated": datetime.datetime.now(datetime.timezone.utc)
}
if len(failed_object_ids) > 0:
update['failed_object_ids'] = firestore.ArrayUnion(failed_object_ids)
ref.set(update, merge=True)
num_remaining_rows = len(list(reader))
logger.info('FIRESTORE UPDATED - completed: ' + str(idx) + ', remaining: ' + str(num_remaining_rows))
return num_remaining_rows
import csv
import pandas as pd
import requests.exceptions
import time
from irsx.xmlrunner import XMLRunner
from irsx.filing import InvalidXMLException
#Works for schemas: 2013v3.0 through part of 2016. Assuming that there's no way a FY2015 filing could use TY2016 schema.
timestr = time.strftime("%Y-%m-%d-%H-%M")
xml_runner = XMLRunner(documentation=True, csv_format=True)
df = pd.read_csv("files/new_ids.csv")
object_list = list(df["object_id"])
fieldnames = [
"schema", #May need to join with the BMF to get the foundation type.
"object_id",
"/ReturnHeader/ReturnTs",
"/ReturnHeader/Filer/EIN",
#"/ReturnHeader/Filer/Name/BusinessNameLine1", This field has had its name changed multiple times. Just use the name in the BMF.
"/ReturnHeader/TaxPeriodEndDt",
"/ReturnHeader/ReturnTypeCd",
"/ReturnHeader/TaxYr",
"/IRS990PF/AmendedReturnInd",
"/IRS990PF/FinalReturnInd",
"/IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd",
"/IRS990PF/FMVAssetsEOYAmt",
"/IRS990PF/MethodOfAccountingCashInd",
"/IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt",
"/IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt",
"/IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt",
def __init__(self, output_streams, data_capture_dict, year):
self.year = year
self.output_streams = output_streams
self.data_capture_dict = data_capture_dict
self.xml_runner = XMLRunner()
self._init_streams()
class StreamExtractor(object):
"""Write filings to csv, specified in config.py"""
def __init__(self, output_streams, data_capture_dict, year):
self.year = year
self.output_streams = output_streams
self.data_capture_dict = data_capture_dict
self.xml_runner = XMLRunner()
self._init_streams()
def _init_streams(self):
for stream_key in self.output_streams.keys():
this_stream = self.output_streams[stream_key]
filename = this_stream['filename'] + str(self.year) + ".csv"
print("Initializing output stream %s" % filename)
outfile = open(filename, 'wb')
dw = csv.DictWriter(outfile,
this_stream['headers'],
extrasaction='ignore')
dw.writeheader()
self.output_streams[stream_key]['writer'] = dw
def run_parts(self,
this_capture_sked,
parsed_sked,
sked,
taxpayer_name="",
tax_period=""):
for part_key in this_capture_sked['parts'].keys():
stream_key = this_capture_sked['parts'][part_key]['stream_key']
this_stream = self.output_streams[stream_key]
part = None
try:
part = parsed_sked['schedule_parts'][part_key]
except KeyError:
continue
capture_dict = this_capture_sked['parts'][part_key]
row_data = {}
row_data['form'] = sked
row_data['source'] = part_key
row_data['year'] = self.year
row_data['taxpayer_name'] = taxpayer_name
row_data['tax_period'] = tax_period
for capture_key in capture_dict.keys():
if capture_key == 'stream_key':
continue
try:
val = part[capture_key]
csv_header = capture_dict[capture_key]['header']
row_data[csv_header] = val
except KeyError:
try:
default = capture_dict[capture_key]['default']
csv_header = capture_dict[capture_key]['header']
row_data[csv_header] = default
except KeyError:
pass
## Composite keys: Not implemented here.
## We've gone through who whole part -- write it to file
this_stream['writer'].writerow(row_data)
def run_groups(self,
this_capture_sked,
parsed_sked,
sked,
taxpayer_name="",
tax_period=""):
for group_key in this_capture_sked['groups'].keys():
stream_key = this_capture_sked['groups'][group_key]['stream_key']
this_stream = self.output_streams[stream_key]
groups = None
try:
groups = parsed_sked['groups'][group_key]
except KeyError:
#print("No groups found for %s\n" % group_key)
continue
for group in groups:
capture_dict = this_capture_sked['groups'][group_key]
row_data = {}
row_data['form'] = sked
row_data['source'] = group_key
row_data['year'] = self.year
row_data['taxpayer_name'] = taxpayer_name
row_data['tax_period'] = tax_period
for capture_key in capture_dict.keys():
if capture_key == 'stream_key':
continue
try:
val = group[capture_key]
csv_header = capture_dict[capture_key]['header']
row_data[csv_header] = val
except KeyError:
try:
default = capture_dict[capture_key]['default']
csv_header = capture_dict[capture_key]['header']
row_data[csv_header] = default
except KeyError:
pass
## now look for "composite keys"
composite_groups = None
try:
composite_groups = capture_dict['composite']
except KeyError:
pass
# composite groups are summed up from existing vars, and need a default
if composite_groups:
for composite_group_key in composite_groups.keys():
total = 0
for cg_part in composite_groups[
composite_group_key].keys():
try:
val = group[cg_part]
total += int(val)
except KeyError:
total += composite_groups[composite_group_key][
cg_part]['default']
row_data[composite_group_key] = total
## We've gone through who whole group -- write it to file
this_stream['writer'].writerow(row_data)
def run_filing(self, filing, taxpayer_name="", tax_period=""):
parsed_filing = self.xml_runner.run_filing(filing)
schedule_list = parsed_filing.list_schedules()
if (int(parsed_filing.get_version()[:4]) < 2013):
print("Skipping pre-2013 schemas")
return None
for sked in self.data_capture_dict.keys():
if sked in schedule_list:
#print ("Running sked %s" % sked)
parsed_skeds = parsed_filing.get_parsed_sked(sked)
if parsed_skeds:
parsed_sked = parsed_skeds[0]
else:
continue
this_capture_sked = self.data_capture_dict[sked]
### Repeating Groups
skip_groups = False
try:
this_capture_sked['groups']
except KeyError:
skip_groups = True
if not skip_groups:
self.run_groups(this_capture_sked,
parsed_sked,
sked,
taxpayer_name=taxpayer_name,
tax_period=tax_period)
### Nonrepeating schedule parts
skip_parts = False
try:
this_capture_sked['parts']
except KeyError:
skip_parts = True
if not skip_parts:
self.run_parts(this_capture_sked,
parsed_sked,
sked,
taxpayer_name=taxpayer_name,
tax_period=tax_period)
def filing_990_historical(message, context):
latest_saved_year = settings['latest_year_file']
latest_saved_idx = settings['latest_index_in_file']
failed_object_ids = settings['failed_object_ids']
if latest_saved_year == 2010:
return True
xml_runner = XMLRunner()
start_time = time.time()
exit = False
files = os.listdir('indexes')
actions = []
for _file in files:
if _file != str(latest_saved_year) + '.csv':
continue
with open('indexes/' + _file, newline='\n') as csvfile:
reader = csv.reader(csvfile, delimiter=',')
next(reader) # skip header
for idx, row in enumerate(reader):
if time.time() - start_time > 520:
exit = True
break
if idx < latest_saved_idx:
continue
object_id = row[-1]
try:
filing = xml_runner.run_filing(object_id)
except (RuntimeError, InvalidXMLException) as e:
failed_object_ids.append(object_id)
continue
try:
schedules = filing.list_schedules()
if 'IRS990PF' in schedules:
org = org_from_990pf(filing)
grants_to_create = grants_from_990pf(filing)
elif 'IRS990EZ' in schedules:
org = org_from_990ez(filing)
grants_to_create = []
elif 'IRS990' in schedules:
org = org_from_990(filing)
grants_to_create = grants_from_990(filing)
else:
raise RuntimeError('No schedule available to parse.')
except (RuntimeError, Exception) as e:
failed_object_ids.append(object_id)
continue
actions.append({
'_op_type':
'index',
'_index':
'irs-990-filing',
'_id':
object_id,
'_source':
json.dumps({
'org': org,
'grants': grants_to_create
})
})
else:
latest_saved_year -= 1
if exit:
break
if actions:
helpers.bulk(es, actions)
actions = []
logger.info('ELASTICSEARCH UPDATED')
settings['latest_year_file'] = latest_saved_year
settings['latest_index_in_file'] = idx
settings['failed_object_ids'] = failed_object_ids
ref.set(settings)
logger.info('FIRESTORE UPDATED')
return True
def setup(self):
# get an XMLRunner -- this is what actually does the parsing
self.xml_runner = XMLRunner()
self.accumulator = Accumulator()
class Command(BaseCommand):
help = '''
Enter the filings, one by one.
Loading is done in bulk, though status on the filings is updated one at a time.
'''
def add_arguments(self, parser):
# Positional arguments
parser.add_argument('year', nargs=1, type=int)
def setup(self):
# get an XMLRunner -- this is what actually does the parsing
self.xml_runner = XMLRunner()
self.accumulator = Accumulator()
def process_sked(self, sked):
""" Enter just one schedule """
#print("Processing schedule %s" % sked['schedule_name'])
for part in sked['schedule_parts'].keys():
partname = part
partdata = sked['schedule_parts'][part]
#print("part %s %s" % (partname, partdata))
self.accumulator.add_model(partname, partdata)
for groupname in sked['groups'].keys():
for groupdata in sked['groups'][groupname]:
#print("group %s %s" % (groupname, groupdata) )
self.accumulator.add_model(groupname, groupdata)
def run_filing(self, filing):
object_id = filing.object_id
print("run_filing %s" % object_id)
parsed_filing = self.xml_runner.run_filing(object_id)
if not parsed_filing:
print(
"Skipping filing %s(filings with pre-2013 filings are skipped)\n row details: %s"
% (filing, metadata_row))
return None
schedule_list = parsed_filing.list_schedules()
#print("sked list is %s" % schedule_list)
result = parsed_filing.get_result()
keyerrors = parsed_filing.get_keyerrors()
schema_version = parsed_filing.get_version()
## This could be disabled if we don't care about the schema version
## This is one save per loaded row...
if filing.schema_version != schema_version:
filing.schema_version = schema_version
filing.save()
if keyerrors:
# If we find keyerrors--xpaths that are missing from our spec, note it
print("Key error %s")
has_keyerrors = len(keyerrors) > 0
print("keyerror: %s" % keyerrors)
filing.error_details = str(keyerrors)
filing.key_error_count = len(keyerrors)
filing.is_error = has_keyerrors
filing.save()
if result:
for sked in result:
self.process_sked(sked)
else:
print("Filing not parsed %s " % object_id)
def handle(self, *args, **options):
year = int(options['year'][0])
if year not in [2014, 2015, 2016, 2017, 2018]:
raise RuntimeError(
"Illegal year `%s`. Please enter a year between 2014 and 2018"
% year)
print("Running filings during year %s" % year)
self.setup()
process_count = 0
while True:
filings = Filing.objects.filter(submission_year=year).exclude(
parse_complete=True)[:100]
if not filings:
print("Done")
break
object_id_list = [f.object_id for f in filings]
# record that processing has begun
Filing.objects.filter(object_id__in=object_id_list).update(
parse_started=True)
for filing in filings:
#print("Handling id %s" % filing.object_id)
self.run_filing(filing)
process_count += 1
if process_count % 1000 == 0:
print("Handled %s filings" % process_count)
# commit anything that's left
self.accumulator.commit_all()
# record that all are complete
Filing.objects.filter(object_id__in=object_id_list).update(
process_time=datetime.now(), parse_complete=True)
print("Processed a total of %s filings" % process_count)
def filing_990_historical(message, context):
today = datetime.datetime.today()
year = today.year
download_current_year_index(year)
latest_saved_year = settings['latest_year_file']
latest_saved_idx = settings['latest_index_in_file']
failed_object_ids = settings['failed_object_ids']
xml_runner = XMLRunner()
start_time = time.time()
actions = []
with open('/tmp/' + str(year) + '.csv', newline='\n') as csvfile:
reader = csv.reader(csvfile, delimiter=',')
next(reader) # skip header
for idx, row in enumerate(reader):
if time.time() - start_time > 520:
break
if idx < latest_saved_idx:
continue
object_id = row[-2]
if object_id in saved_object_ids or object_id in failed_object_ids:
continue
try:
filing = xml_runner.run_filing(object_id)
except (RuntimeError, InvalidXMLException) as e:
failed_object_ids.append(object_id)
continue
try:
schedules = filing.list_schedules()
if 'IRS990PF' in schedules:
org = org_from_990pf(filing)
grants_to_create = grants_from_990pf(filing)
elif 'IRS990EZ' in schedules:
org = org_from_990ez(filing)
grants_to_create = []
elif 'IRS990' in schedules:
org = org_from_990(filing)
grants_to_create = grants_from_990(filing)
else:
raise RuntimeError('No schedule available to parse.')
except (RuntimeError, Exception) as e:
failed_object_ids.append(object_id)
continue
actions.append({
'_op_type':
'index',
'_index':
'irs-990-filing',
'_id':
object_id,
'_source':
json.dumps({
'org': org,
'grants': grants_to_create
})
})
else:
if today == datetime.date(day=31, month=12, year=year):
latest_saved_year += 1
if actions:
helpers.bulk(es, actions)
actions = []
logger.info('ELASTICSEARCH UPDATED')
settings['latest_year_file'] = latest_saved_year
settings['latest_index_in_file'] = idx
settings['failed_object_ids'] = failed_object_ids
ref.set(settings)
logger.info('FIRESTORE UPDATED')
return True
def analyze990(filing_number):
xml_runner = XMLRunner()
parsed_filing = xml_runner.run_filing(filing_number)
result = parsed_filing.get_csv_result()
print(result)
class DownloadWorker(Thread):
def add_arguments(self, parser):
# Positional arguments
parser.add_argument('year', nargs=1, type=int)
def setup(self):
# get an XMLRunner -- this is what actually does the parsing
self.xml_runner = XMLRunner()
self.accumulator = Accumulator()
def process_sked(self, sked):
""" Enter just one schedule """
#print("Processing schedule %s" % sked['schedule_name'])
for part in sked['schedule_parts'].keys():
partname = part
partdata = sked['schedule_parts'][part]
#print("part %s %s" % (partname, partdata))
self.accumulator.add_model(partname, partdata)
for groupname in sked['groups'].keys():
for groupdata in sked['groups'][groupname]:
#print("group %s %s" % (groupname, groupdata) )
self.accumulator.add_model(groupname, groupdata)
def run_filing(self, filing):
# print (filing)
object_id = filing.object_id
parsed_filing = self.xml_runner.run_filing(object_id)
if not parsed_filing:
print(
"Skipping filing %s(filings with pre-2013 filings are skipped)\n row details: %s"
% (filing, metadata_row))
return None
schedule_list = parsed_filing.list_schedules()
# print("sked list is %s" % schedule_list)
result = parsed_filing.get_result()
keyerrors = parsed_filing.get_keyerrors()
if keyerrors:
# If we find keyerrors--xpaths that are missing from our spec, note it
print("Key error %s")
has_keyerrors = len(keyerrors) > 0
print("keyerror: %s" % keyerrors)
filing.error_details = str(keyerrors)
filing.key_error_count = len(keyerrors)
filing.is_error = has_keyerrors
filing.save()
if result:
for sked in result:
self.process_sked(sked)
else:
print("Filing not parsed %s " % object_id)
def __init__(self, queue):
Thread.__init__(self)
self.queue = queue
def run(self):
self.xml_runner = XMLRunner()
self.accumulator = Accumulator()
while True:
filing = self.queue.get()
self.run_filing(filing)
self.queue.task_done()
connection.close()
