import pytest
from rich import print
from edgar import Filing
from edgar.company_reports import EightK, PressRelease, PressReleases
from edgar.files.htmltools import ChunkedDocument
def test_eightk_repr():
filing = Filing(form='8-K', filing_date='2023-10-10', company='ACELRX PHARMACEUTICALS INC', cik=1427925,
accession_no='0001437749-23-027971')
eightk: EightK = filing.obj()
assert eightk.items == ['Item 5.02', 'Item 5.07', 'Item 9.01']
eightk_repr = repr(eightk)
assert 'ACELRX' in eightk_repr
def test_items_for_8k_filing():
filing = Filing(form='8-K', filing_date='2023-11-14',
company='ALPINE 4 HOLDINGS, INC.',
cik=1606698,
accession_no='0001628280-23-039016')
chunked_df = ChunkedDocument(filing.html())._chunked_data
eightk = EightK(filing)
doc = eightk.doc
assert eightk.items == ['Item 1.01', 'Item 2.03', 'Item 9.01']
item_901 = doc['Item 9.01']
assert "Merchant Cash Advance" in item_901
def test_detect_iems_for_eightk_with_bold_tags():
# This 8-K has one item, but it is not bein detected because the item is in bold tags
filing = Filing(form='8-K', filing_date='2023-12-15', company='1 800 FLOWERS COM INC', cik=1084869,
accession_no='0001437749-23-034498')
eightk: EightK = filing.obj()
assert len(eightk.items) == 1
assert '1-800-FLOWERS. COM, Inc.' in eightk['Item 5.07']
def test_eightk_with_spaces_in_items():
# This filing has space characters .   in the item numbers
filing = Filing(form='8-K', filing_date='2023-03-20', company='AAR CORP', cik=1750,
accession_no='0001104659-23-034265')
eightk = filing.obj()
assert eightk.items == ['Item 7.01', 'Item 8.01', 'Item 9.01']
item_801 =eightk['Item 8.01']
print(item_801)
assert 'Company acquired Trax for a purchase price of $120 million in cash' in item_801.replace("\n", " ")
def test_eightk_with_no_signature_header():
# This filing has no SIGNATURE header, which means the signature is being detected in Item 9.01
filing = Filing(form='8-K', filing_date='2023-03-20', company='AMERISERV FINANCIAL INC /PA/', cik=707605,
accession_no='0001104659-23-034205')
eightk = filing.obj()
assert eightk.items == ['Item 8.01', 'Item 9.01']
assert "Cover Page" in eightk['Item 9.01']
# We did not include the signature in the item
assert 'Pursuant to the requirements of the Securities Exchange Act' not in eightk['Item 9.01']
def test_eightk_item502_parsed_correctly():
filing = Filing(form='8-K', filing_date='2023-03-20', company='4Front Ventures Corp.', cik=1783875,
accession_no='0001279569-23-000330')
eightk = filing.obj()
assert eightk.items == ['Item 5.02']
item_502 = eightk['Item 5.02']
print(item_502)
assert 'appointed Kristopher Krane as a member of the Board' in item_502.replace("\n", ' ')
def test_eightk_difficult_parsing():
# As we find problems with parsing, we add them here
filing = Filing(form='8-K', filing_date='2023-03-20',
company='Artificial Intelligence Technology Solutions Inc.',
cik=1498148, accession_no='0001493152-23-008256')
eightk = filing.obj()
assert eightk.items == ['Item 8.01', 'Item 9.01']
assert "we will be issuing a Shareholder Letter to our shareholders," in eightk['Item 8.01']
filing = Filing(form='8-K', filing_date='2023-03-20', company='CATO CORP', cik=18255,
accession_no='0001562762-23-000124')
eightk = filing.obj()
assert eightk.items == ['Item 9.01']
def test_items_extracted_correctly_without_duplication():
"""Test that section content doesn't appear duplicated (edgartools-e08)."""
filing = Filing(form='8-K', filing_date='2023-03-20', company='ALBEMARLE CORP', cik=915913,
accession_no='0000915913-23-000088')
eightk = filing.obj()
assert eightk.items == ['Item 5.02', 'Item 9.01']
item_502 = eightk['Item 5.02']
# Check that content doesn't appear duplicated
# Before fix, "2023 Employment Agreement extends" appeared twice
assert item_502.count('2023 Employment Agreement extends') == 1
assert item_502.count('Board of Directors') <= 2 # Should appear once or twice, not 3-4 times
# TODO: Separate issue - section boundaries don't include all content
# assert 'receive an annual base salary of $1,400,000' in item_502
def test_eightk_with_items_split_by_newlines():
filing = Filing(form='8-K', filing_date='2023-03-20', company='AFC Gamma, Inc.', cik=1822523,
accession_no='0001829126-23-002149')
eightk: EightK = filing.obj()
print()
assert eightk.items == ['Item 5.02', 'Item 7.01', 'Item 9.01']
assert "press release announcing Mr. Hetzel’s appointment as Chief Financial Officer" in eightk['Item 7.01']
print(eightk)
def test_create_eightk_obj_and_find_items():
adobe_8K = Filing(form='8-K',
filing_date='2023-03-15',
company='ADOBE INC.',
cik=796343,
accession_no='0000796343-23-000044')
eightk = adobe_8K.obj()
assert isinstance(eightk, EightK)
assert eightk.filing_date == '2023-03-15'
assert eightk.form == '8-K'
assert eightk.company == 'ADOBE INC.'
assert eightk.items == ['Item 2.02', 'Item 9.01']
print()
item_202 = eightk['Item 2.02']
print(item_202)
assert "Item 2.02" in item_202
assert "Results of Operations and Financial Condition" in item_202
print(eightk['Item 9.01'])
def test_get_press_release():
filing = Filing(form='8-K', filing_date='2024-03-08', company='3M CO', cik=66740,
accession_no='0000066740-24-000023')
eightk = filing.obj()
press_releases: PressReleases = eightk.press_releases
press_release: PressRelease = press_releases[0]
assert press_release.document == 'pressrelease3-8x24.htm'
assert isinstance(press_release, PressRelease)
assert "Board of Directors has approved the planned spin-off" in press_release.text()
def test_get_press_release_for_8k_multiple_ex99_files():
filing = Filing(form='8-K', filing_date='2024-01-19', company='DatChat, Inc.',
cik=1648960, accession_no='0001213900-24-004875')
eightK: EightK = filing.obj()
assert len(eightK.press_releases) == 3
press_release: PressRelease = eightK.press_releases[0]
assert press_release
assert press_release.document == 'ea191807ex99-1_datchat.htm'
assert press_release.description == 'PRESS RELEASE DATED JANUARY 16, 2024'
assert eightK.press_releases[1].description == 'PRESS RELEASE DATED JANUARY 17, 2024'
assert eightK.press_releases[2].description == 'PRESS RELEASE DATED JANUARY 19, 2024'
def test_get_exhibit_content_for_new_filing():
filing = Filing(form='8-K', filing_date='2024-12-27', company='1895 Bancorp of Wisconsin, Inc. /MD/', cik=1847360,
accession_no='0000943374-24-000509')
eightk = filing.obj()
exhibit = filing.exhibits.get_by_index(0)
content = eightk._get_exhibit_content(exhibit)
assert content
def test_get_exhibit_content_for_old_filing():
f = Filing(form='8-K', filing_date='1998-01-05', company='YAHOO INC', cik=1011006, accession_no='0001047469-98-000122')
eightk = f.obj()
exhibit = f.exhibits.get_by_index(0)
content = eightk._get_exhibit_content(exhibit)
assert content
text = eightk.text()
assert text
assert "Yahoo" in text
def test_get_content_for_eightk_with_binary_exhibit():
filing = Filing(form='8-K', filing_date='2010-02-26', company='MANNATECH INC', cik=1056358, accession_no='0001056358-10-000003')
eightk = filing.obj()
exhibits = filing.exhibits
print(exhibits)
content = eightk._content_renderables()
assert content
def test_eightk_date_of_report():
f = Filing(form='8-K', filing_date='1995-01-24', company='AMERICAN EXPRESS CO', cik=4962, accession_no='0000004962-95-000001')
eightk = f.obj()
assert eightk.date_of_report == 'January 23, 1995'
def test_extract_xbrl_from_8k():
filing = Filing(form='8-K', filing_date='2022-11-02', company='Sovos Brands, Inc.', cik=1856608, accession_no='0001558370-22-015992')
print()
xbrl = filing.xbrl()
assert xbrl
@pytest.mark.slow
def test_parse_6K():
filing = Filing(form='6-K', filing_date='2003-03-31', company='MARCONI CORP PLC', cik=1122135,
accession_no='0001156973-03-000451')
assert filing.text()
@pytest.mark.slow
def test_render_eightk_with_rich_like_markup():
# One of the exhibits contains [/she]
filing = Filing(form='8-K/A', filing_date='2013-01-04', company='Cactus Ventures, Inc.', cik=1388320, accession_no='0001213900-13-000029')
eightk:EightK = filing.obj()
text = repr(eightk)
assert "(/she)" in text
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