Add Maya Director Appointments parsing rules

Adding of parsrsing for Form Taf93 on every appointment to the board of directors
OpenBudget · Jan 27, 2024 · e059536 · e059536
1 parent 59ca644
commit e059536
Show file tree

Hide file tree

Showing 2 changed files with 260 additions and 0 deletions.
diff --git a/datapackage_pipelines_budgetkey/pipelines/maya/parse_maya_director_appointments.py b/datapackage_pipelines_budgetkey/pipelines/maya/parse_maya_director_appointments.py
@@ -0,0 +1,243 @@
+# coding=utf-8
+from dataflows import Flow, printer, delete_fields, load
+import csv
+from datapackage_pipelines_budgetkey.pipelines.maya.maya_parser_utils import verify_row_count, \
+    fix_fields, add_fields, rename_fields, verify_row_values
+
+SUG_MISPAR_ZIHUY_MAPPING = {'מספר ת.ז.': 'id_number',
+                            'ID no.':'id_number',
+                            'מספר דרכון': 'passport_number',
+                            'Passport no.': 'passport_number',
+                            'מספר ביטוח לאומי':'Social Security Number',
+                            'מספר זיהוי לא ידוע': 'unknown'
+                            }
+
+YES_NO_MAPPING = {
+    '_________': None,
+    'כן':True,
+    'לא':False,
+    'הינו':True,
+    'הנו':True,
+    'אינו':False,
+    'is not': False,
+    'is': True,
+    'אינו ממלא':False,
+    'ממלא':True,
+    'hold': True,
+    'Hold': True,
+    'holds':True,
+    'Holds':True,
+    'does not hold': False,
+    'Does not hold': False,
+    'מחזיק': True,
+    'אינו מחזיק': False,
+    'does not serve': False,
+    'serves': True,
+    'אינו מכהן': False,
+    'מכהן': True
+}
+
+CITIZENSHIP_MAPPING = {
+    'אדם פרטי ללא אזרחות ישראלית': False,
+    'אדם פרטי עם אזרחות ישראלית' :True,
+    'Individual who holds Israeli citizenship' :True,
+    'Individual who does not hold Israeli citizenship' :False
+}
+
+
+EMPTY_STRING = '_________'
+
+
+RENAME_FIELDS = {
+    'Shem': 'FullName',
+    'ShemPriatiVeMishpacha': 'FullName',
+    'EnglishName': 'FullNameEn',
+    'ShemYeshutIvrit': 'CompanyName',
+    'ShemYeshutKodem': 'PreviousCompanyNames',
+    'ShemYeshutLoazit': 'CompanyNameEn',
+    'EretzEzrachut': 'Citizenship',
+    'Ezrachut': 'IsIsraeli',
+    'TaarichTchilatHaKehuna': 'AppointmentDate',
+    'TaarichTchilatHaCehuna': 'AppointmentDate',
+    'ApprovalDate': 'AppointmentApprovalDate',
+    'GeneralMeeting': 'AppointmentApprovalDate',
+    'TextHofshi': 'Comments',
+    'Hadirector2': 'IsDirectorInAnotherCompany',
+    'Hesber1': 'DirectorAtAnotherCompanyExplanation',
+    'Director3': 'IsDirectorEmployedAtCompanyOrConnectedCompany',
+    'Hesber3': 'DirectorEmployedAtConnectedCompanyExplanation',
+    'MisparZihuy1': 'MisparZihuy',
+    'SugMisparZihuy1':'SugMisparZihuy',
+    'TaarichLeida': 'BirthDate',
+    'Tafkid': 'JobTitle',
+    'TeurTafkid': 'JobDescription',
+    'Table12': 'IsBothDirectorAndCeoOrRelativeOfCeo',
+    'OtherRolesInSociety': 'EmployedAtAnotherJobConnectedToTheCompany',
+    'Detail': 'EmployedAtAnotherJobConnectedToTheCompanyExplanation',
+    'MunaLeMachlifShel':'IsTemporaryReplacmentOf',
+    'TekufatKehunato': 'ReplacmentEndDate',
+    'Director4':'RelativeOfAnotherVip',
+    'Hesber4':'RelativeOfVipExplanation',
+    'Director6':'IsMemberInBoardCommittee',
+    'NoseMisraBechira3': 'DirectorHoldsCompanyStocks',
+    'Hsba1':'StockVotingPower',
+    'Hsba2':'StockVotingPowerAfterDilution',
+    'NoseMisraBechira4': 'DirectorHoldsStocksInSubsidiaryOrConnectedCompany',
+    'BaalMeyumanutCheshbonaitOLo': 'HasAccountingExpertise'
+}
+
+FIELDS = [
+    'SugMisparZihuy',
+    'MisparZihuy',
+    'FullName',
+    'FullNameEn',
+    'CompanyName',
+    'PreviousCompanyNames',
+    'CompanyNameEn',
+    'Citizenship',
+    'IsIsraeli',
+    'AppointmentApprovalDate',
+    'Comments',
+    'IsDirectorInAnotherCompany',
+    'DirectorAtAnotherCompanyExplanation',
+    'IsDirectorEmployedAtCompanyOrConnectedCompany',
+    'DirectorEmployedAtConnectedCompanyExplanation',
+    'EmployedAtAnotherJobConnectedToTheCompany',
+    'EmployedAtAnotherJobConnectedToTheCompanyExplanation',
+    'BirthDate',
+    'IsBothDirectorAndCeoOrRelativeOfCeo',
+    'IsTemporaryReplacmentOf',
+    'ReplacmentEndDate',
+    'RelativeOfAnotherVip',
+    'RelativeOfVipExplanation',
+    'IsMemberInBoardCommittee',
+    'DirectorHoldsCompanyStocks',
+    'DirectorHoldsStocksInSubsidiaryOrConnectedCompany',
+
+    'HasAccountingExpertise',
+    'IsIndependentDirector',
+    'HeaderMisparBaRasham',
+    'HeaderSemelBursa',
+    'KodSugYeshut',
+    'MezahehHotem',
+    'MezahehTofes',
+    'NeyarotErechReshumim',
+    'PumbiLoPumbi']
+
+TABLE_FIELDS = [    'JobTitle',
+                    'PreviousPositions',
+                    'StockVotingPower',
+                    'StockVotingPowerAfterDilution',]
+
+def validate(rows):
+    for row in rows:
+        verify_row_count(row, FIELDS, 1)
+        verify_row_values(row, 'IsIsraeli', CITIZENSHIP_MAPPING)
+        verify_row_values(row, 'SugMisparZihuy', SUG_MISPAR_ZIHUY_MAPPING)
+        verify_row_values(row, 'IsDirectorInAnotherCompany', YES_NO_MAPPING)
+        verify_row_values(row, 'IsCEOOrCEORelative', YES_NO_MAPPING)
+        verify_row_values(row, 'IsDirectorEmployedAtCompanyOrConnectedCompany', YES_NO_MAPPING)
+        verify_row_values(row, 'EmployedAtAnotherJobConnectedToTheCompany', YES_NO_MAPPING)
+
+        verify_row_values(row, 'RelativeOfAnotherVip', YES_NO_MAPPING)
+        verify_row_values(row, 'IsMemberInBoardCommittee', YES_NO_MAPPING)
+        verify_row_values(row, 'DirectorHoldsCompanyStocks', YES_NO_MAPPING)
+        verify_row_values(row, 'DirectorHoldsStocksInSubsidiaryOrConnectedCompany', YES_NO_MAPPING)
+
+        yield row
+
+
+def filter_by_type(rows):
+    for row in rows:
+        # 'NoseMisraBechira3' indicates that this is a new format >2005 where the type holdings is indicated
+        if row['type'] == 'ת093' and 'NoseMisraBechira3'  in row['document']:
+            yield row
+
+
+def _is_null_string(string):
+    return not string or string == '-' * len(string) or string == '_' * len(string)
+
+
+def parse_document(rows):
+
+    for row in rows:
+        doc = row['document']
+
+        for field in FIELDS:
+            row[field] = (doc.get(field, None) or [""])[0]
+
+        previous_jobs_at_the_company = []
+        for title1, title2 in zip(doc.get('TafkidKodem', []), doc.get('TafkidKodemAher', [])):
+            if title1 == 'אין':
+                continue
+            elif title1 == 'אחר':
+                previous_jobs_at_the_company.append(title2)
+            elif _is_null_string(title2):
+                previous_jobs_at_the_company.append(title1)
+            else:
+                previous_jobs_at_the_company.append('{} {}'.format(title1, title2))
+
+
+        job_titles = []
+        for title1, title2 in zip(doc.get('JobTitle', []), doc.get('JobDescription', [])):
+            if title1 == 'אחר':
+                job_titles.append(title2)
+            elif _is_null_string(title2):
+                job_titles.append(title1)
+            else:
+                job_titles.append('{} {}'.format(title1, title2))
+
+        total_stock_vote_power = 0
+        for val in doc.get('StockVotingPower',[]):
+            if _is_null_string(val):
+                continue
+            else:
+                total_stock_vote_power += float(val)
+        row['StockVotingPower'] = str(total_stock_vote_power)
+
+        diluted_vot_power = 0
+        for val in doc.get('StockVotingPowerAfterDilution',[]):
+            if _is_null_string(val):
+                continue
+            else:
+                diluted_vot_power += float(val)
+        row['StockVotingPowerAfterDilution'] = str(diluted_vot_power)
+
+        row['PreviousPositions'] = previous_jobs_at_the_company
+        row['JobTitle'] = job_titles
+        row['IsIsraeli'] = CITIZENSHIP_MAPPING[row['IsIsraeli']]
+        row['IsDirectorInAnotherCompany'] = YES_NO_MAPPING[row['IsDirectorInAnotherCompany']]
+        row['SugMisparZihuy'] = SUG_MISPAR_ZIHUY_MAPPING[row['SugMisparZihuy']]
+        row['IsDirectorEmployedAtCompanyOrConnectedCompany'] = YES_NO_MAPPING[row['IsDirectorEmployedAtCompanyOrConnectedCompany']]
+        row['IsBothDirectorAndCeoOrRelativeOfCeo'] = YES_NO_MAPPING[row['IsBothDirectorAndCeoOrRelativeOfCeo']]
+        row['EmployedAtAnotherJobConnectedToTheCompany'] = YES_NO_MAPPING[row['EmployedAtAnotherJobConnectedToTheCompany']]
+        row['RelativeOfAnotherVip'] = YES_NO_MAPPING[row['RelativeOfAnotherVip']]
+        row['IsMemberInBoardCommittee'] = YES_NO_MAPPING[row['IsMemberInBoardCommittee']]
+        row['DirectorHoldsCompanyStocks'] = YES_NO_MAPPING[row['DirectorHoldsCompanyStocks']]
+        row['DirectorHoldsStocksInSubsidiaryOrConnectedCompany'] = YES_NO_MAPPING[row['DirectorHoldsStocksInSubsidiaryOrConnectedCompany']]
+        yield row
+
+
+
+
+def flow(*_):
+    return Flow(
+        filter_by_type,
+        rename_fields(RENAME_FIELDS),
+        add_fields(FIELDS, 'string'),
+        add_fields(TABLE_FIELDS, 'string'),
+        validate,
+        parse_document,
+        fix_fields(FIELDS),
+        delete_fields(['document', 'pdf', 'other', 'num_files', 'parser_version', 'source', 's3_object_name']),
+    )
+
+
+if __name__ == '__main__':
+    csv.field_size_limit(512 * 1024)
+
+    Flow(
+        load('/var/datapackages/maya/maya_complete_notification_list/datapackage.json'),
+        flow(),
+        printer(),
+    ).process()
diff --git a/datapackage_pipelines_budgetkey/pipelines/maya/pipeline-spec.yaml b/datapackage_pipelines_budgetkey/pipelines/maya/pipeline-spec.yaml
@@ -133,6 +133,23 @@ maya-company-vip-appointments:
         out-path: /var/datapackages/maya/maya_company_vip_appointments
         max-rows: 25000
 
+maya-company-director-appointments:
+  dependencies:
+    - pipeline: ./maya/maya-complete-notification-list
+  pipeline:
+    - run: load_big
+      parameters:
+        from: /var/datapackages/maya/maya_complete_notification_list/datapackage.json
+        resource: maya_complete_notification_list
+    - flow: parse_maya_director_appointments
+    - run: dump_to_path
+      parameters:
+        out-path: /var/datapackages/maya/maya_company_director_appointments
+    - run: dump_to_json
+      parameters:
+        out-path: /var/datapackages/maya/maya_company_director_appointments
+        max-rows: 25000
+
 maya-bonds-and-options-holdings-changes:
   dependencies:
     - pipeline: ./maya/maya-complete-notification-list