experiments integrating mwfin

src/django_stockfin_db/admin.py

@@ -1,8 +1,32 @@
 from django.contrib import admin
 
-from django_stockfin_db.models import FinancialPosition
+from django_stockfin_db.models import FinancialPosition, ReportingPeriod, Company, CompanyName, Figure
 
 
 @admin.register(FinancialPosition)
 class FinancialPositionAdmin(admin.ModelAdmin):
+    list_display = ('name', 'financial_statement', 'parent_name')
+
+    @admin.display(description='Parent Position Name')
+    def parent_name(self, obj: FinancialPosition) -> str:
+        return obj.parent.name if obj.parent else '-'
+
+
+@admin.register(ReportingPeriod)
+class ReportingPeriodAdmin(admin.ModelAdmin):
+    list_display = ('__str__', 'date_end', 'date_start')
+
+
+@admin.register(Company)
+class CompanyAdmin(admin.ModelAdmin):
+    list_display = ('__str__', 'symbol')
+
+
+@admin.register(CompanyName)
+class CompanyNameAdmin(admin.ModelAdmin):
     pass
+
+
+@admin.register(Figure)
+class FigureAdmin(admin.ModelAdmin):
+    list_display = ('position', 'period', 'company', 'value')

src/django_stockfin_db/models.py

@@ -1,8 +1,12 @@
+from datetime import date
+from typing import Optional
+
 from django.db.models import Model
 from django.db.models.fields import CharField, FloatField, BooleanField, DateField, DateTimeField
 from django.db.models.fields.related import ForeignKey
 from django.db.models.deletion import PROTECT, CASCADE
 from django.db.models.enums import TextChoices
+from django.core.exceptions import ObjectDoesNotExist
 
 from django.utils.translation import gettext_lazy as _
 
@@ -48,6 +52,9 @@ class FinancialPosition(AbstractBaseModel):
         verbose_name=_("Parent position")
     )
 
+    def __str__(self) -> str:
+        return f"{self.financial_statement} - {self.name}"
+
 
 class ReportingPeriod(AbstractBaseModel):
 
@@ -64,6 +71,21 @@ class ReportingPeriod(AbstractBaseModel):
         verbose_name=_("Exact dates verified")
     )
 
+    def __str__(self) -> str:
+        date_fmt = '%b %Y'
+        assert isinstance(self.date_end, date) and isinstance(self.date_start, date)
+        return f"{'Quarter' if self.is_quarter else 'Year'}: " \
+               f"{self.date_start.strftime(date_fmt)} - {self.date_end.strftime(date_fmt)}"
+
+    @property
+    def is_quarter(self) -> bool:
+        assert isinstance(self.date_end, date) and isinstance(self.date_start, date)
+        delta = self.date_end - self.date_start
+        return delta.days < 100
+
+    class Meta:
+        ordering = ['-date_end', 'date_start']
+
 
 class Company(AbstractBaseModel):
 
@@ -73,6 +95,21 @@ class Company(AbstractBaseModel):
         verbose_name=_("Stock ticker symbol")
     )
 
+    def __str__(self) -> str:
+        return f"{self.name if self.name else '[~~~ NO NAME ~~~]'} ({self.symbol})"
+
+    @property
+    def name(self) -> Optional[str]:
+        if self.current_name_obj is not None:
+            return self.current_name_obj.name
+
+    @property
+    def current_name_obj(self) -> Optional['CompanyName']:
+        try:
+            return self.company_names.latest()
+        except ObjectDoesNotExist:
+            return None
+
     class Meta:
         verbose_name_plural = _("Companies")
 
@@ -81,7 +118,9 @@ class CompanyName(AbstractBaseModel):
 
     company = ForeignKey(
         to=Company,
-        on_delete=CASCADE
+        on_delete=CASCADE,
+        related_name='company_names',
+        related_query_name='company_name',
     )
     name = CharField(
         max_length=1024,
@@ -90,9 +129,17 @@ class CompanyName(AbstractBaseModel):
     )
     name_since = DateField(
         db_index=True,
+        null=True,
+        blank=True,
         verbose_name=_("Has this name since")
     )
 
+    def __str__(self) -> str:
+        return self.name
+
+    class Meta:
+        get_latest_by = ['name_since', 'date_modified']
+
 
 class Figure(AbstractBaseModel):
 
@@ -111,3 +158,6 @@ class Figure(AbstractBaseModel):
     value = FloatField(
         verbose_name=_("Figure on financial statement")
     )
+
+    class Meta:
+        ordering = ['company', 'period', 'position']

src/mw_stockfin/apps.py

@@ -0,0 +1,6 @@
+from django.apps import AppConfig
+
+
+class MwStockfinConfig(AppConfig):
+    default_auto_field = 'django.db.models.BigAutoField'
+    name = 'mw_stockfin'

src/mw_stockfin/functions.py

@@ -0,0 +1,33 @@
+from django_stockfin_db.models import FinancialPosition, ReportingPeriod, Company, Figure
+
+from mwfin import get_balance_sheet
+from mwfin.functions import ResultDict, RowData
+
+
+def end_date_to_reporting_period(date_str: str) -> ReportingPeriod:
+    """Convert an end date string into parameters for a ReportingPeriod, `get_or_create` the object and return it."""
+    pass
+
+
+def get_or_create_position(name: str, parent_position: FinancialPosition = None) -> FinancialPosition:
+    return FinancialPosition.objects.get_or_create(name=name, parent=parent_position)
+
+
+def data_row_to_figures(company: Company, position: FinancialPosition, data: RowData):
+    pass
+
+
+def save_single_result_dict(fin_stmt: str, symbol: str, result_dict: ResultDict):
+    company = Company.objects.get_or_create(symbol=symbol)
+
+
+def result_dicts_to_db(fin_stmt: str, **data: ResultDict):
+    for symbol, result_dict in data.items():
+        save_single_result_dict(fin_stmt, symbol, result_dict)
+
+
+async def main(*symbols: str):
+    data = await get_balance_sheet(*symbols)
+    if len(symbols) == 1:
+        save_single_result_dict('BS', symbols[0], data)
+    result_dicts_to_db('BS', **data)