Bug fix to allow for filers who have no amendment filings closing issue

#9. Updated pytest to include a declared user (now required by SEC).

finsec/base.py

@@ -5,6 +5,7 @@
 import pdb
 import os
 import time
+from io import StringIO
 
 _BASE_URL_ = 'https://www.sec.gov'
 _13F_SEARCH_URL_ = 'https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK={}&type=13F-HR&count=100'
@@ -39,7 +40,7 @@ def _get_last_100_13f_filings_url(self):
  webpage = requests.get(_13F_SEARCH_URL_.format(self.cik),headers=_REQ_HEADERS_)
  soup = bs(webpage.text,"html.parser")
  results_table = soup.find(lambda table: table.has_attr('summary') and table['summary']=="Results")
- results_table_df = pd.read_html(results_table.prettify())[0]
+ results_table_df = pd.read_html(StringIO(str(results_table)))[0]
 
  url_endings = []
  url_link_col = results_table_df.columns.get_loc("Format")
@@ -246,7 +247,7 @@ def get_latest_13f_filing(self, simplified:bool = True, amend_filing:bool = True
  latest_13f_cover_page, latest_holdings_table, latest_simplified_holdings_table = self._parse_13f_url(url,filing_date)
 
  qtr_year_str = self._recent_qtr_year(self._13f_filings['Filing Date'][0])
- if amend_filing:
+ if amend_filing and len(self._13f_amendment_filings) > 0:
  latest_13f_cover_page, latest_holdings_table, latest_simplified_holdings_table = self._apply_amendments(qtr_year_str, latest_13f_cover_page, latest_holdings_table, latest_simplified_holdings_table)
 
  self.filings.update({
@@ -326,7 +327,7 @@ def get_13f_filing(self, cal_qtr_year:str, amend_filing:bool=True):
  cover_page, holdings_table, simplified_holdings_table = self._parse_13f_url(filing_url, filing_url_date)
 
  qtr_year_str = self._recent_qtr_year(filing_url_date)
- if amend_filing:
+ if amend_filing and len(self._13f_amendment_filings)>0:
  cover_page, holdings_table, simplified_holdings_table = self._apply_amendments(qtr_year_str, cover_page, holdings_table, simplified_holdings_table)
 
  self.filings.update({

finsec/version.py

@@ -1 +1 @@
-version = "0.0.11"
+version = "0.0.12"

requirements.txt

@@ -2,4 +2,5 @@ beautifulsoup4==4.11.1
 pandas==1.3.5
 requests==2.27.1
 lxml==4.8.0
-openpyxl==3.0.9
+openpyxl==3.0.9
+html5lib

tests/test_13f.py

@@ -9,7 +9,7 @@
 class Test:
  def setup_class(self):
  self.cik = "0001067983"
- self.filing = finsec.Filing(self.cik)
+ self.filing = finsec.Filing(self.cik, declared_user="finsec package [email protected]")
 
  def test_cik(self):
  assert self.filing.cik == self.cik