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makes significant changes to handle new header inputs, make the tool …
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…more flexible
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@tomcardoso
tomcardoso committed Nov 30, 2021
1 parent 4b6fac2 commit 9274fe6
Showing 1 changed file with 78 additions and 61 deletions.
139 changes: 78 additions & 61 deletions bookmarklet.js
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Original file line number Diff line number Diff line change
@@ -1,21 +1,23 @@
(function() {

let pageType;
let pageType, template;

const issuerNameRegex = /^Issuer name:.*/,
insiderNameRegex = /^Insider name:.*/,
insiderRelationshipRegex = /^Insider's Relationship to Issuer:.*/,
ceasedToBeInsiderRegex = /^Ceased to be Insider:.*/,
securityDesignationRegex = /^Security designation:.*/,
endRegex = /^To download this information.*/,
generalRemarksRegex = /^General remarks:.*/;
hasRemarksRegex = /^Do you want to view transactions.*/,
generalRemarksRegex = /^General remarks:.*/,
transactionIdRegex = /^Transaction ID.*/;

const ignoreRows = [
"Legend: O - Original transaction, A - First amendment to transaction, A' - Second amendment to transaction, AP - Amendment to paper filing, etc.",
"Insider's Relationship to Issuer: 1 - Issuer, 2 - Subsidiary of Issuer, 3 - 10% Security Holder of Issuer, 4 - Director of Issuer, 5 - Senior Officer of Issuer, 6 - Director or Senior Officer of 10% Security Holder, 7 - Director or Senior Officer of Insider or Subsidiary of Issuer (other than in 4,5,6), 8 - Deemed Insider - 6 Months before becoming Insider.",
'Warning: The closing balance of the " equivalent number or value of underlying securities" reflects the" total number or value of underlying securities" to which the derivative contracts held by the insider relate. This disclosure does not mean and should not be taken to indicate that the underlying securities have, in fact, been acquired or disposed of by the insider.',
'Do you want to view transactions with remarks?',
"Transaction ID Date of transactionYYYY-MM-DD Date of filingYYYY-MM-DD Ownership type (and registered holder, if applicable) Nature of transaction Number or value acquired or disposed of Unit price or exercise price Closing balance Insider's calculated balance Conversionor exerciseprice Date of expiry or maturityYYYY-MM-DD Underlying security designation Equivalent number or value of underlying securities acquired or disposed of Closing balance of equivalent number or value of underlying securities"
// "Transaction ID Date of transactionYYYY-MM-DD Date of filingYYYY-MM-DD Ownership type (and registered holder, if applicable) Nature of transaction Number or value acquired or disposed of Unit price or exercise price Closing balance Insider's calculated balance Conversionor exerciseprice Date of expiry or maturityYYYY-MM-DD Underlying security designation Equivalent number or value of underlying securities acquired or disposed of Closing balance of equivalent number or value of underlying securities"
];

const header = [
Expand All @@ -25,40 +27,31 @@
'Ceased to be Insider',
'Security designation',
'Transaction type',
'Transaction ID',
'Date of transaction',
'Date of filing',
'Ownership type',
'Nature of transaction',
'Number or value acquired or disposed of',
'Unit price or exercise price',
'Unit currency, if not CAD',
'Closing balance',
'Insider\'s calculated balance',
'Conversion or exercise price',
'Date of expiry or maturity',
'Underlying security designation',
'Equivalent number or value of underlying securities acquired or disposed of',
'Closing balance of equivalent number or value of underlying securities',
// 'Transaction ID',
// 'Date of transaction',
// 'Date of filing',
// 'Ownership type',
// 'Nature of transaction',
// 'Number or value acquired or disposed of',
// 'Unit price or exercise price',
// 'Unit currency, if not CAD',
// 'Closing balance',
// 'Insider\'s calculated balance',
// 'Conversion or exercise price',
// 'Date of expiry or maturity',
// 'Underlying security designation',
// 'Equivalent number or value of underlying securities acquired or disposed of',
// 'Closing balance of equivalent number or value of underlying securities',
];

// if it has remarks on, add to header and flip flag
const remarksTest = document
.querySelector('body > table:nth-child(2) > tbody > tr:nth-child(3) > td > table > tbody > tr > td > table:nth-child(22) > tbody > tr > td:nth-child(1) > i > font')
.textContent
.trim()
.indexOf('without');

const hasRemarks = remarksTest > -1;

if (hasRemarks) header.push('General remarks');
let hasRemarks = false;

const finalData = [];

finalData.push(header);

const template = Array(header.length).join('.').split('.');

const anchor = document.createElement('a');

anchor.setAttribute('href', `data:text/csv;charset=utf-8,${encodeURIComponent(sediBookmarklet(document))}`);
Expand Down Expand Up @@ -99,15 +92,22 @@

function sediBookmarklet() {

pageType = document
.querySelector('body > table:nth-child(2) > tbody > tr:nth-child(3) > td > table > tbody > tr > td > table:nth-child(15) > tbody > tr > td:nth-child(1) > b > font')
.textContent
.replace('name:', '')
.trim()
.toLowerCase();
const indicatorAName = Array.from(document.querySelectorAll('a')).filter(d => d.hasAttribute('name'))[2];

// if "insider"-mode report, flip header order
const pageTypeEl = document
.querySelector(`a[name='${indicatorAName.name}'] ~ table ~ table > tbody > tr > td:nth-child(1) font`);

if (pageTypeEl === null) {
pageType = 'issuer';
} else {
pageType = pageTypeEl
.textContent
.replace('name:', '')
.trim()
.toLowerCase();
}

// if "insider"-mode report, flip header order
if (pageType === 'insider') {
const temp = header[0];
header[0] = header[1];
Expand All @@ -125,19 +125,41 @@

const firstOrderNameRegex = pageType === 'issuer' ? issuerNameRegex : insiderNameRegex;

// Handle headers and determine when to start and end each table lookup
data.map((d, i) => {
if (transactionIdRegex.test(d.textContent.trim())) {
// construct our headers
const headerValues = Array.from(d.querySelectorAll('td'))
.map(d => d.textContent.trim().replace('YYYY-MM-DD', ''))
.filter(d => d !== '');
const unitPriceIdx = headerValues.indexOf('Unit price or exercise price');
headerValues.splice(unitPriceIdx + 1, 0, 'Unit currency, if not CAD');
header.splice(header.length, 0, ...headerValues);
}
if (firstOrderNameRegex.test(d.textContent.trim())) startIndices.push(i);
if (endRegex.test(d.textContent.trim())) endIndex = i;
});

// Since remarks come after header construction,
// need to handle this afterwards
data.map(d => {
if (!hasRemarks && hasRemarksRegex.test(d.textContent.trim())) {
const remarksTest = d.textContent.trim().indexOf('without');
hasRemarks = remarksTest > -1;
if (hasRemarks) header.push('General remarks');
}
});

template = Array(header.length).join('.').split('.');

startIndices.push(endIndex);

// tables that start with either "Issuer name" or "Insider name"

const parentTables = startIndices
startIndices
.map((d, i) => i !== 0 ? data.slice(startIndices[i - 1], d) : undefined)
.filter(d => d)
.map(d => {
// this is where data extraction occurs, writing to the finalData object
extractParentTable(d);
});

Expand Down Expand Up @@ -337,28 +359,19 @@
rowData[3] = ceasedToBeInsider;
rowData[4] = securityDesignation;

rowData[5] = td[2]; // 'Transaction type'
// td[3] function unknown
rowData[6] = td[4]; // 'Transaction ID'
rowData[7] = td[5]; // 'Date of transaction'
rowData[8] = td[6]; // 'Date of filing'
rowData[9] = td[7]; // 'Ownership type'
rowData[10] = td[8]; // 'Nature of transaction'
rowData[11] = td[9]; // 'Number or value acquired or disposed of'
rowData[12] = td[10]; // 'Unit price or exercise price'
rowData[13] = td[11]; // 'Unit price, if not CAD'
rowData[14] = td[12]; // 'Closing balance'
rowData[15] = td[13]; // 'Insider's calculated balance'
rowData[16] = td[14]; // 'Conversion or exercise price'
// td[15] function unknown
rowData[17] = td[16]; // 'Date of expiry or maturity'
rowData[18] = td[17]; // 'Underlying security designation'
rowData[19] = td[18]; // 'Equivalent number or value of underlying securities acquired or disposed of'
rowData[20] = td[19]; // 'Closing balance of equivalent number or value of underlying securities'

// td[20] function unknown

if (hasRemarks) rowData[21] = generalRemarks[i]; // adds remarks if applicable
let tdSkip = 0;

for (var j = 5; j < rowData.length; j++) {
// td[3], td[15] and td[20] are seemingly always empty, likely spacers,
// so let's skip them and adjust the count accordingly
if ([6, 17, 21].indexOf(j) > -1) tdSkip++;
const tdIndex = j - 3 + tdSkip;
rowData[j] = td[tdIndex]
// console.log(`rowData[${i}] equals td[${tdIndex}]`);
}


if (hasRemarks) rowData[rowData.length - 1] = generalRemarks[i]; // adds remarks if applicable

finalData.push(rowData);

Expand Down Expand Up @@ -388,9 +401,13 @@
}

function constructFilename() {
const sediName = document.querySelector('body > table:nth-child(2) > tbody > tr:nth-child(3) > td > table > tbody > tr > td > table:nth-child(15) > tbody > tr > td:nth-child(2)').textContent.trim().replace(/[^a-z0-9]/gi, ''); // need to sanitize

const sediNumber = document.querySelector('input[name="ATTRIB_DRILL_ID"]').value;

const sediName = document.querySelector('body > table:nth-child(2) > tbody > tr:nth-child(3) > td > table > tbody > tr > td > table:nth-child(15) > tbody > tr > td:nth-child(2)').textContent.trim().replace(/[^a-z0-9]/gi, ''); // need to sanitize
let filenamePrefix = '';
if (sediName) filenamePrefix = `${sediName}_`
if (sediNumber) filenamePrefix = `${filenamePrefix}${sediNumber}_`;

const dateRangeType = document.querySelector('input[name="DATE_RANGE_TYPE"]');

Expand All @@ -406,7 +423,7 @@
filenameSuffix = `${extractDateRangeType()}_${extractDateRange()}`;
}

return `sedi_${sediName}_${sediNumber}_${filenameSuffix}.csv`;
return `sedi_${filenamePrefix}${filenameSuffix}.csv`;
}

})();

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