concurrency for getting all three financial statements; improved imports; renamed functions
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@ -1 +1 @@
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from .functions import get_company_financials
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from .functions import get_balance_sheet, get_income_statement, get_cash_flow_statement, get_all_financials
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@ -6,7 +6,7 @@ from argparse import ArgumentParser
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from pathlib import Path
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from typing import Dict
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from .functions import get_company_financials, ResultDict
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from .functions import get_all_financials, ResultDict
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from .constants import END_DATE, MAIN_LOGGER_NAME
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@ -78,7 +78,7 @@ def write_to_csv(data: Dict[str, ResultDict], file_obj) -> None:
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async def main() -> None:
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args = parse_cli()
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configure_logging(args[VERBOSE])
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data = await get_company_financials(args[TICKER_SYMBOL], quarterly=args[QUARTERLY])
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data = await get_all_financials(args[TICKER_SYMBOL], quarterly=args[QUARTERLY])
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path: Path = args[TO_FILE]
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if path is None:
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print(json.dumps(data, indent=args[JSON_INDENT]))
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@ -15,7 +15,7 @@ END_DATE = 'End Date'
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# All items marked `False` do not need to be scraped
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# because they are calculated from other items (e.g. growth or ratios).
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FINANCIAL_STATEMENT_ITEMS = {
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FIN_STMT_ITEMS = {
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#################
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# Balance Sheet #
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#################
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@ -1,4 +1,5 @@
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import logging
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import asyncio
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from typing import Union, List, Dict
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from aiohttp.client import ClientSession
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@ -6,7 +7,8 @@ from bs4 import BeautifulSoup
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from bs4.element import Tag
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from webutils import in_async_session, gather_in_batches
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from . import constants
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from .constants import (HTML_PARSER, BASE_URL, END_DATE, BS, IS, CF, FIN_STMT_URL_SUFFIX, FIN_STMT_ITEMS,
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DEFAULT_CONCURRENT_BATCH_SIZE)
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log = logging.getLogger(__name__)
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@ -25,7 +27,7 @@ async def soup_from_url(url: str, session: ClientSession = None) -> BeautifulSou
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"""
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async with session.get(url) as response:
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html = await response.text()
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return BeautifulSoup(html, constants.HTML_PARSER)
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return BeautifulSoup(html, HTML_PARSER)
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def extract_end_dates(soup: BeautifulSoup) -> tuple[str]:
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@ -43,7 +45,7 @@ def is_relevant_table_row(tr: Tag) -> bool:
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"""
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item_name = str(tr.td.div.string).strip()
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try:
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return constants.FINANCIAL_STATEMENT_ITEMS[item_name]
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return FIN_STMT_ITEMS[item_name]
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except KeyError:
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log.warning(f"Unknown item name '{item_name}' found in financial statement.")
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return False
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@ -73,7 +75,7 @@ def extract_all_data(soup: BeautifulSoup) -> ResultDict:
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"""
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Extracts financials from the page.
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"""
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output = {constants.END_DATE: extract_end_dates(soup)}
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output = {END_DATE: extract_end_dates(soup)}
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for row in find_relevant_table_rows(soup):
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row_data = extract_row_data(row)
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output[row_data[0]] = row_data[1]
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@ -86,7 +88,7 @@ async def _get_single_company_fin_stmt(statement: str, ticker_symbol: str, quart
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"""
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Returns data from the specified financial statement of the specified company.
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"""
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url = f'{constants.BASE_URL}/{ticker_symbol}/financials{constants.FIN_STMT_URL_SUFFIX[statement]}'
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url = f'{BASE_URL}/{ticker_symbol}/financials{FIN_STMT_URL_SUFFIX[statement]}'
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if quarterly:
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url += '/quarter'
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soup = await soup_from_url(url, session)
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@ -95,70 +97,69 @@ async def _get_single_company_fin_stmt(statement: str, ticker_symbol: str, quart
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@in_async_session
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async def _get_multi_companies_fin_stmt(statement: str, *ticker_symbols: str, quarterly: bool = False,
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concurrent_batch_size: int = constants.DEFAULT_CONCURRENT_BATCH_SIZE,
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concurrent_batch_size: int = DEFAULT_CONCURRENT_BATCH_SIZE,
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session: ClientSession = None) -> Union[ResultDict, Dict[str, ResultDict]]:
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if len(ticker_symbols) == 1:
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return await _get_single_company_fin_stmt(statement, ticker_symbols[0], quarterly, session)
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result_list = await gather_in_batches(
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concurrent_batch_size,
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*(_get_single_company_fin_stmt(statement, symbol, quarterly, session) for symbol in ticker_symbols)
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)
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coroutines = (_get_single_company_fin_stmt(statement, symbol, quarterly, session) for symbol in ticker_symbols)
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result_list = await gather_in_batches(concurrent_batch_size, *coroutines)
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return {symbol: data for symbol, data in zip(ticker_symbols, result_list)}
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@in_async_session
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async def get_balance_sheet(*ticker_symbols: str, quarterly: bool = False,
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concurrent_batch_size: int = constants.DEFAULT_CONCURRENT_BATCH_SIZE,
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concurrent_batch_size: int = DEFAULT_CONCURRENT_BATCH_SIZE,
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session: ClientSession = None) -> Union[ResultDict, Dict[str, ResultDict]]:
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"""
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Returns data from the balance sheet of the specified company.
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"""
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return await _get_multi_companies_fin_stmt(constants.BS, *ticker_symbols,
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return await _get_multi_companies_fin_stmt(BS, *ticker_symbols,
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quarterly=quarterly, concurrent_batch_size=concurrent_batch_size,
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session=session)
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@in_async_session
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async def get_income_statement(*ticker_symbols: str, quarterly: bool = False,
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concurrent_batch_size: int = constants.DEFAULT_CONCURRENT_BATCH_SIZE,
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concurrent_batch_size: int = DEFAULT_CONCURRENT_BATCH_SIZE,
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session: ClientSession = None) -> Union[ResultDict, Dict[str, ResultDict]]:
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"""
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Returns data from the income statement of the specified company.
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"""
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return await _get_multi_companies_fin_stmt(constants.IS, *ticker_symbols,
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return await _get_multi_companies_fin_stmt(IS, *ticker_symbols,
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quarterly=quarterly, concurrent_batch_size=concurrent_batch_size,
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session=session)
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@in_async_session
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async def get_cash_flow_statement(*ticker_symbols: str, quarterly: bool = False,
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concurrent_batch_size: int = constants.DEFAULT_CONCURRENT_BATCH_SIZE,
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concurrent_batch_size: int = DEFAULT_CONCURRENT_BATCH_SIZE,
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session: ClientSession = None) -> Union[ResultDict, Dict[str, ResultDict]]:
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"""
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Returns data from the cash flow statement of the specified company.
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"""
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return await _get_multi_companies_fin_stmt(constants.CF, *ticker_symbols,
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return await _get_multi_companies_fin_stmt(CF, *ticker_symbols,
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quarterly=quarterly, concurrent_batch_size=concurrent_batch_size,
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session=session)
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@in_async_session
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async def _get_single_company_financials(ticker_symbol: str, quarterly: bool = False,
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async def _get_single_company_all_financials(ticker_symbol: str, quarterly: bool = False,
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session: ClientSession = None) -> Dict[str, ResultDict]:
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return {
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constants.BS: await _get_single_company_fin_stmt(constants.BS, ticker_symbol, quarterly, session),
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constants.IS: await _get_single_company_fin_stmt(constants.IS, ticker_symbol, quarterly, session),
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constants.CF: await _get_single_company_fin_stmt(constants.CF, ticker_symbol, quarterly, session)
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}
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coroutines = (_get_single_company_fin_stmt(stmt, ticker_symbol, quarterly, session) for stmt in (BS, IS, CF))
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results = await asyncio.gather(*coroutines)
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return {stmt: data for stmt, data in zip((BS, IS, CF), results)}
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@in_async_session
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async def get_company_financials(*ticker_symbols: str, quarterly: bool = False,
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async def get_all_financials(*ticker_symbols: str, quarterly: bool = False,
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concurrent_batch_size: int = DEFAULT_CONCURRENT_BATCH_SIZE,
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session: ClientSession = None) -> Union[Dict[str, ResultDict],
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Dict[str, Dict[str, ResultDict]]]:
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"""
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Returns all fundamentals (balance sheet, income statement and cash flow statement) of the specified company.
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"""
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if len(ticker_symbols) == 1:
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return await _get_single_company_financials(ticker_symbols[0], quarterly, session)
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return {symbol: await _get_single_company_financials(symbol, quarterly, session) for symbol in ticker_symbols}
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return await _get_single_company_all_financials(ticker_symbols[0], quarterly, session)
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coroutines = (_get_single_company_all_financials(symbol, quarterly, session) for symbol in ticker_symbols)
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result_list = await gather_in_batches(concurrent_batch_size, *coroutines)
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return {symbol: data for symbol, data in zip(ticker_symbols, result_list)}
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@ -171,11 +171,11 @@ class FunctionsTestCase(IsolatedAsyncioTestCase):
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await self._helper_test_get_any_statement(CF, mock__get_multi_companies_fin_stmt)
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@patch.object(functions, '_get_single_company_fin_stmt')
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async def test__get_single_company_financials(self, mock__get_single_company_fin_stmt):
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async def test__get_single_company_all_financials(self, mock__get_single_company_fin_stmt):
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symbol, quarterly, mock_session = 'foo', False, MagicMock()
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mock__get_single_company_fin_stmt.return_value = bar = 'bar'
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expected_output = {BS: bar, IS: bar, CF: bar}
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output = await functions._get_single_company_financials(symbol, quarterly, mock_session)
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output = await functions._get_single_company_all_financials(symbol, quarterly, mock_session)
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self.assertDictEqual(expected_output, output)
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mock__get_single_company_fin_stmt.assert_has_calls([
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call(BS, symbol, quarterly, mock_session),
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@ -183,21 +183,21 @@ class FunctionsTestCase(IsolatedAsyncioTestCase):
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call(CF, symbol, quarterly, mock_session)
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])
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@patch.object(functions, '_get_single_company_financials')
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async def test_get_company_financials(self, mock__get_single_company_financials):
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mock__get_single_company_financials.return_value = expected_output = 'baz'
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@patch.object(functions, '_get_single_company_all_financials')
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async def test_get_company_financials(self, mock__get_single_company_all_financials):
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mock__get_single_company_all_financials.return_value = expected_output = 'baz'
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symbol, quarterly, mock_session = 'foo', False, MagicMock()
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output = await functions.get_company_financials(symbol, quarterly=quarterly, session=mock_session)
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output = await functions.get_all_financials(symbol, quarterly=quarterly, session=mock_session)
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self.assertEqual(expected_output, output)
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mock__get_single_company_financials.assert_called_once_with(symbol, quarterly, mock_session)
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mock__get_single_company_financials.reset_mock()
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mock__get_single_company_all_financials.assert_called_once_with(symbol, quarterly, mock_session)
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mock__get_single_company_all_financials.reset_mock()
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test_sym1, test_sym2 = 'x', 'y'
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expected_output = {test_sym1: expected_output, test_sym2: expected_output}
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output = await functions.get_company_financials(test_sym1, test_sym2,
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output = await functions.get_all_financials(test_sym1, test_sym2,
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quarterly=quarterly, session=mock_session)
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self.assertDictEqual(expected_output, output)
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mock__get_single_company_financials.assert_has_calls([
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mock__get_single_company_all_financials.assert_has_calls([
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call(test_sym1, quarterly, mock_session),
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call(test_sym2, quarterly, mock_session)
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])
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@ -212,7 +212,7 @@ class FunctionsTestCase(IsolatedAsyncioTestCase):
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IS: {END_DATE: ('End_Date_1', 'End_Date_2'), 'Cash & Short Term Investments': (11000000, -22000000)},
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CF: {END_DATE: ('End_Date_1', 'End_Date_2'), 'Cash & Short Term Investments': (11000000, -22000000)}
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}
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output = await functions.get_company_financials(symbol, session=mock_session_obj)
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output = await functions.get_all_financials(symbol, session=mock_session_obj)
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self.assertDictEqual(expected_output, output)
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mock_session_obj.get.assert_has_calls([
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call(f'{BASE_URL}/{symbol}/financials{FIN_STMT_URL_SUFFIX[BS]}'),
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