Class: Yfinrb::Utils

Inherits:
Object
  • Object
show all
Defined in:
lib/yfinrb/utils.rb

Constant Summary collapse

BASE_URL = 
'https://query1.finance.yahoo.com'

Class Attribute Summary collapse

Class Method Summary collapse

Instance Method Summary collapse

Class Attribute Details

.logger ⇒ Object

Returns the value of attribute logger.



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# File 'lib/yfinrb/utils.rb', line 8

def logger
  @logger
end

Class Method Details

.build_template(data) ⇒ Object 



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# File 'lib/yfinrb/utils.rb', line 67

def self.build_template(data)
  template_ttm_order = []
  template_annual_order = []
  template_order = []
  level_detail = []

  def traverse(node, level)
    return if level > 5

    template_ttm_order << "trailing#{node['key']}"
    template_annual_order << "annual#{node['key']}"
    template_order << node['key']
    level_detail << level
    return unless node['children']

    node['children'].each { |child| traverse(child, level + 1) }
  end

  data['template'].each { |key| traverse(key, 0) }

  [template_ttm_order, template_annual_order, template_order, level_detail]
end

.camel2title(strings, sep: ' ', acronyms: nil) ⇒ Object

Raises:

  • (TypeError) 


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# File 'lib/yfinrb/utils.rb', line 137

def self.camel2title(strings, sep: ' ', acronyms: nil)
  raise TypeError, "camel2title() 'strings' argument must be iterable of strings" unless strings.is_a?(Enumerable)
  raise TypeError, "camel2title() 'strings' argument must be iterable of strings" unless strings.all? { |s| s.is_a?(String) }
  raise ValueError, "camel2title() 'sep' argument = '#{sep}' must be single character" unless sep.is_a?(String) && sep.length == 1
  raise ValueError, "camel2title() 'sep' argument = '#{sep}' cannot be alpha-numeric" if sep.match?(/[a-zA-Z0-9]/)
  raise ValueError, "camel2title() 'sep' argument = '#{sep}' cannot be special character" if sep != Regexp.escape(sep) && !%w[ -].include?(sep)

  if acronyms.nil?
    pat = /([a-z])([A-Z])/
    rep = '\1' + sep + '\2'
    strings.map { |s| s.gsub(pat, rep).capitalize }
  else
    raise TypeError, "camel2title() 'acronyms' argument must be iterable of strings" unless acronyms.is_a?(Enumerable)
    raise TypeError, "camel2title() 'acronyms' argument must be iterable of strings" unless acronyms.all? { |a| a.is_a?(String) }
    acronyms.each do |a|
      raise ValueError, "camel2title() 'acronyms' argument must only contain upper-case, but '#{a}' detected" unless a.match?(/^[A-Z]+$/)
    end

    pat = /([a-z])([A-Z])/
    rep = '\1' + sep + '\2'
    strings = strings.map { |s| s.gsub(pat, rep) }

    acronyms.each do |a|
      pat = /(#{a})([A-Z][a-z])/
      rep = '\1' + sep + '\2'
      strings = strings.map { |s| s.gsub(pat, rep) }
    end

    strings.map do |s|
      s.split(sep).map do |w|
        if acronyms.include?(w)
          w
        else
          w.capitalize
        end
      end.join(sep)
    end
  end
end

.empty_df(index = nil) ⇒ Object 



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# File 'lib/yfinrb/utils.rb', line 48

def self.empty_df(index = nil)
  # index ||= []
  empty = Polars::DataFrame.new({
    'Timestamps' => DateTime.new(2000,1,1,0,0,0),
    'Open' => Float::NAN, 'High' => Float::NAN, 'Low' => Float::NAN,
    'Close' => Float::NAN, 'Adj Close' => Float::NAN, 'Volume' => Float::NAN
  })
  # empty = index.each_with_object({}) { |i, h| h[i] = empty }
  # empty['Date'] = 'Date'
  empty
end

.empty_earnings_dates_df ⇒ Object 



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# File 'lib/yfinrb/utils.rb', line 60

def self.empty_earnings_dates_df
  {
    'Symbol' => 'Symbol', 'Company' => 'Company', 'Earnings Date' => 'Earnings Date',
    'EPS Estimate' => 'EPS Estimate', 'Reported EPS' => 'Reported EPS', 'Surprise(%)' => 'Surprise(%)'
  }
end

.format_annual_financial_statement(level_detail, annual_dicts, annual_order, ttm_dicts = nil, ttm_order = nil) ⇒ Object 



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# File 'lib/yfinrb/utils.rb', line 113

def self.format_annual_financial_statement(level_detail, annual_dicts, annual_order, ttm_dicts = nil, ttm_order = nil)
  annual = annual_dicts.each_with_object({}) { |d, h| h[d['index']] = d }
  annual = annual_order.each_with_object({}) { |k, h| h[k] = annual[k] }
  annual = annual.transform_keys { |k| k.gsub('annual', '') }

  if ttm_dicts && ttm_order
    ttm = ttm_dicts.each_with_object({}) { |d, h| h[d['index']] = d }
    ttm = ttm_order.each_with_object({}) { |k, h| h[k] = ttm[k] }
    ttm = ttm.transform_keys { |k| k.gsub('trailing', '') }
    statement = annual.merge(ttm)
  else
    statement = annual
  end

  statement = statement.transform_keys { |k| camel2title(k) }
  statement.transform_values { |v| v.transform_keys { |k| camel2title(k) } }
end

.format_quarterly_financial_statement(statement, level_detail, order) ⇒ Object 



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# File 'lib/yfinrb/utils.rb', line 131

def self.format_quarterly_financial_statement(statement, level_detail, order)
  statement = order.each_with_object({}) { |k, h| h[k] = statement[k] }
  statement = statement.transform_keys { |k| camel2title(k) }
  statement.transform_values { |v| v.transform_keys { |k| camel2title(k) } }
end

.get_all_by_isin(isin, proxy: nil, session: nil) ⇒ Object 



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# File 'lib/yfinrb/utils.rb', line 11

def self.get_all_by_isin(isin, proxy: nil, session: nil)
  raise ArgumentError, 'Invalid ISIN number' unless is_isin(isin)

  session ||= Net::HTTP
  url = "#{BASE_URL}/v1/finance/search?q=#{isin}"
  data = session.get(URI(url), 'User-Agent' => 'Mozilla/5.0 (Macintosh; Intel Mac OS X 10_10_1) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/39.0.2171.95 Safari/537.36', 'Accept' => 'application/json')
  data = JSON.parse(data.body)
  ticker = data['quotes'][0] || {}
  {
    'ticker' => {
      'symbol' => ticker['symbol'],
      'shortname' => ticker['shortname'],
      'longname' => ticker['longname'],
      'type' => ticker['quoteType'],
      'exchange' => ticker['exchDisp']
    },
    'news' => data['news'] || []
  }
rescue StandardError
  {}
end

.get_info_by_isin(isin, proxy: nil, session: nil) ⇒ Object 



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# File 'lib/yfinrb/utils.rb', line 38

def self.get_info_by_isin(isin, proxy: nil, session: nil)
  data = get_all_by_isin(isin, proxy: proxy, session: session)
  data['ticker'] || {}
end

.get_news_by_isin(isin, proxy: nil, session: nil) ⇒ Object 



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# File 'lib/yfinrb/utils.rb', line 43

def self.get_news_by_isin(isin, proxy: nil, session: nil)
  data = get_all_by_isin(isin, proxy: proxy, session: session)
  data['news'] || {}
end

.get_ticker_by_isin(isin, proxy: nil, session: nil) ⇒ Object 



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# File 'lib/yfinrb/utils.rb', line 33

def self.get_ticker_by_isin(isin, proxy: nil, session: nil)
  data = get_all_by_isin(isin, proxy: proxy, session: session)
  data.dig('ticker', 'symbol') || ''
end

.interval_to_timedelta(interval) ⇒ Object 



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# File 'lib/yfinrb/utils.rb', line 261

def self.interval_to_timedelta(interval)
  case interval
  when '1mo'
    1.month
  when '2mo'
    2.months
  when '3mo'
    3.months
  when '6mo'
    6.months
  when '9mo'
    9.months
  when '12mo'
    1.year
  when '1y'
    1.year
  when '2y'
    2.year
  when '3y'
    3.year
  when '4y'
    4.year
  when '5y'
    5.year
  when '1wk'
    1.week
  when '2wk'
    2.week
  when '3wk'
    3.week
  when '4wk'
    4.week
  else
    Rails.logger.warn { "#{__FILE__}:#{__LINE__} #{interval} not a recognized interval" }
    interval
  end
end

.is_isin(string) ⇒ Object

data end



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# File 'lib/yfinrb/utils.rb', line 244

def self.is_isin(string)
  /^[A-Z]{2}[A-Z0-9]{9}[0-9]$/.match?(string)
end

.parse_user_dt(dt, exchange_tz) ⇒ Object 



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# File 'lib/yfinrb/utils.rb', line 248

def self.parse_user_dt(dt, exchange_tz)
  if dt.is_a?(Integer)
    Time.at(dt)
  elsif dt.is_a?(String)
    dt = DateTime.strptime(dt.to_s, '%Y-%m-%d') 
  elsif dt.is_a?(Date)
    dt = dt.to_datetime 
  elsif dt.is_a?(DateTime) && dt.zone.nil?
    dt = dt.in_time_zone(exchange_tz)
  end
  dt.to_i
end

.retrieve_financial_details(data) ⇒ Object 



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# File 'lib/yfinrb/utils.rb', line 90

def self.retrieve_financial_details(data)
  ttm_dicts = []
  annual_dicts = []

  data['timeSeries'].each do |key, timeseries|
    next unless timeseries

    time_series_dict = { 'index' => key }
    timeseries.each do |each|
      next unless each

      time_series_dict[each['asOfDate']] = each['reportedValue']
    end
    if key.include?('trailing')
      ttm_dicts << time_series_dict
    elsif key.include?('annual')
      annual_dicts << time_series_dict
    end
  end

  [ttm_dicts, annual_dicts]
end

.snake_case_2_camelCase(s) ⇒ Object 



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# File 'lib/yfinrb/utils.rb', line 177

def self.snake_case_2_camelCase(s)
  s.split('_').first + s.split('_')[1..].map(&:capitalize).join
end

Instance Method Details

#traverse(node, level) ⇒ Object 



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# File 'lib/yfinrb/utils.rb', line 73

def traverse(node, level)
  return if level > 5

  template_ttm_order << "trailing#{node['key']}"
  template_annual_order << "annual#{node['key']}"
  template_order << node['key']
  level_detail << level
  return unless node['children']

  node['children'].each { |child| traverse(child, level + 1) }
end