SEC-Financial-Statements-And-Notes-Dataset / sql /sps /usp_sec_get_full_filing.sql
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USE sec_fsnds;
GO
/*
============================================================================
dbo.usp_sec_get_full_filing
============================================================================
Returns every non-dimensional, consolidated numeric fact from a single
filing, across ALL five statement types (BS / IS / CF / CI / EQ),
stacked into one result set and tagged with the statement it came from.
Unlike usp_fsnds_get_statement which targets one statement and
enforces qtrs/ddate rules, this SP is a "give me everything that
ties to this filing" dump. Useful for:
* sanity checks
* bulk export of a single filing
* building reports that need BS + IS + CF together
Parameters
----------
@adsh accession number
@iprx default 0 (fsnds-local canonical precision)
@inpth default 0
Shape
-----
stmt | plabel | tag | ddate | qtrs | uom | value | report | line
============================================================================
*/
IF OBJECT_ID('dbo.usp_sec_get_full_filing', 'P') IS NOT NULL
DROP PROCEDURE dbo.usp_sec_get_full_filing;
GO
CREATE PROCEDURE dbo.usp_sec_get_full_filing
@adsh VARCHAR(20),
@iprx INT = 0,
@inpth INT = 0
AS
BEGIN
SET NOCOUNT ON;
DECLARE @subID INT = (SELECT subID FROM dbo.sub WHERE adsh = @adsh);
IF @subID IS NULL
BEGIN
RAISERROR('No sub row for adsh=%s', 16, 1, @adsh);
RETURN;
END;
SELECT
ls.stmt
,p.plabel
,t.tag
,n.ddate
,n.qtrs
,u.uom
,IIF(p.negating = 1, n.value * -1, n.value) AS value
,p.report
,p.line
FROM dbo.pre p
INNER JOIN dbo.lkp_stmt ls ON ls.stmtID = p.stmtID
INNER JOIN dbo.num n
ON n.subID = p.subID
AND n.tagID = p.tagID
INNER JOIN dbo.tag t ON t.tagID = n.tagID
INNER JOIN dbo.lkp_uom u ON u.uomID = n.uomID
WHERE p.subID = @subID
AND p.inpth = @inpth
AND n.iprx = @iprx
AND n.dimn = 0
AND n.coregID IS NULL
AND n.value IS NOT NULL
ORDER BY ls.stmtID, p.report, p.line, n.ddate
OPTION (RECOMPILE);
END;
GO
/*
============================================================================
Example call
============================================================================
EXEC dbo.usp_sec_get_full_filing @adsh = '0000950170-23-035122';
*/