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8d18e03018
Author | SHA1 | Date | |
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8d18e03018 | |||
a7dbdcf917 | |||
ca360413c3 |
@ -3,6 +3,7 @@ MAIN_LOGGER_NAME = 'mwfin'
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HTML_PARSER = 'html.parser'
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DOMAIN = 'www.marketwatch.com'
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BASE_URL = f'https://{DOMAIN}/investing/stock'
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DEFAULT_CONCURRENT_BATCH_SIZE = 1
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BS, IS, CF = 'Balance Sheet', 'Income Statement', 'Cash Flow Statement'
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FIN_STMT_URL_SUFFIX = {
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@ -4,7 +4,7 @@ from typing import Union, List, Dict
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from aiohttp.client import ClientSession
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from bs4 import BeautifulSoup
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from bs4.element import Tag
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from webutils import in_async_session
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from webutils import in_async_session, gather_in_batches
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from . import constants
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@ -81,8 +81,8 @@ def extract_all_data(soup: BeautifulSoup) -> ResultDict:
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@in_async_session
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async def _get_financial_statement(statement: str, ticker_symbol: str, quarterly: bool = False,
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session: ClientSession = None) -> ResultDict:
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async def _get_single_company_fin_stmt(statement: str, ticker_symbol: str, quarterly: bool = False,
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session: ClientSession = None) -> ResultDict:
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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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@ -93,55 +93,62 @@ async def _get_financial_statement(statement: str, ticker_symbol: str, quarterly
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return extract_all_data(soup)
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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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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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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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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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if len(ticker_symbols) == 1:
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return await _get_financial_statement(constants.BS, ticker_symbols[0], quarterly, session)
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return {
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sym: await _get_financial_statement(constants.BS, sym, quarterly, session)
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for sym in ticker_symbols
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}
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return await _get_multi_companies_fin_stmt(constants.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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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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if len(ticker_symbols) == 1:
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return await _get_financial_statement(constants.IS, ticker_symbols[0], quarterly, session)
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return {
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sym: await _get_financial_statement(constants.IS, sym, quarterly, session)
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for sym in ticker_symbols
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}
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return await _get_multi_companies_fin_stmt(constants.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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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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if len(ticker_symbols) == 1:
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return await _get_financial_statement(constants.CF, ticker_symbols[0], quarterly, session)
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return {
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sym: await _get_financial_statement(constants.CF, sym, quarterly, session)
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for sym in ticker_symbols
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}
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return await _get_multi_companies_fin_stmt(constants.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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session: ClientSession = None) -> Dict[str, ResultDict]:
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return {
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constants.BS: await _get_financial_statement(constants.BS, ticker_symbol, quarterly, session),
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constants.IS: await _get_financial_statement(constants.IS, ticker_symbol, quarterly, session),
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constants.CF: await _get_financial_statement(constants.CF, ticker_symbol, quarterly, session)
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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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@ -101,7 +101,7 @@ class FunctionsTestCase(IsolatedAsyncioTestCase):
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@patch.object(functions, 'extract_all_data')
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@patch.object(functions, 'soup_from_url')
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async def test__get_financial_statement(self, mock_soup_from_url, mock_extract_all_data):
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async def test__get_single_company_fin_stmt(self, mock_soup_from_url, mock_extract_all_data):
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mock_session = MagicMock()
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test_ticker, statement = 'bar', BS
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test_url = f'{BASE_URL}/{test_ticker}/financials{FIN_STMT_URL_SUFFIX[statement]}'
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@ -109,7 +109,7 @@ class FunctionsTestCase(IsolatedAsyncioTestCase):
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mock_extract_all_data.return_value = expected_output = {'foo': 'bar'}
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quarterly = False
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output = await functions._get_financial_statement(statement, test_ticker, quarterly, mock_session)
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output = await functions._get_single_company_fin_stmt(statement, test_ticker, quarterly, mock_session)
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self.assertDictEqual(expected_output, output)
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mock_soup_from_url.assert_called_once_with(test_url, mock_session)
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mock_extract_all_data.assert_called_once_with(mock_soup)
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@ -117,56 +117,67 @@ class FunctionsTestCase(IsolatedAsyncioTestCase):
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mock_extract_all_data.reset_mock()
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quarterly = True
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output = await functions._get_financial_statement(statement, test_ticker, quarterly, mock_session)
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output = await functions._get_single_company_fin_stmt(statement, test_ticker, quarterly, mock_session)
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self.assertDictEqual(expected_output, output)
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mock_soup_from_url.assert_called_once_with(test_url + '/quarter', mock_session)
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mock_extract_all_data.assert_called_once_with(mock_soup)
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async def _helper_test_get_any_statement(self, statement: str, mock__get_financial_statement):
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symbol, quarterly, mock_session = 'foo', False, MagicMock()
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mock__get_financial_statement.return_value = expected_output = 'bar'
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if statement == BS:
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@patch.object(functions, '_get_single_company_fin_stmt')
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async def test__get_multi_companies_fin_stmt(self, mock__get_single_company_fin_stmt):
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statement, sym1, sym2, quarterly, mock_session = 'xyz', 'foo', 'bar', False, MagicMock()
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mock__get_single_company_fin_stmt.return_value = expected_output = 'baz'
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output = await functions._get_multi_companies_fin_stmt(statement, sym1,
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quarterly=quarterly, session=mock_session)
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self.assertEqual(expected_output, output)
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mock__get_single_company_fin_stmt.assert_called_once_with(statement, sym1, quarterly, mock_session)
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mock__get_single_company_fin_stmt.reset_mock()
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expected_output = {sym1: expected_output, sym2: expected_output}
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output = await functions._get_multi_companies_fin_stmt(statement, sym1, 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_fin_stmt.assert_has_calls([
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call(statement, sym1, quarterly, mock_session),
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call(statement, sym2, quarterly, mock_session)
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])
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async def _helper_test_get_any_statement(self, stmt: str, mock__get_multi_companies_fin_stmt):
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sym1, sym2, quarterly, batch_size, mock_session = 'foo', 'bar', False, 2, MagicMock()
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mock__get_multi_companies_fin_stmt.return_value = expected_output = 'baz'
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if stmt == BS:
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function = functions.get_balance_sheet
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elif statement == IS:
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elif stmt == IS:
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function = functions.get_income_statement
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elif statement == CF:
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elif stmt == CF:
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function = functions.get_cash_flow_statement
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else:
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raise ValueError
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output = await function(symbol, quarterly=quarterly, session=mock_session)
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output = await function(sym1, sym2, quarterly=quarterly, concurrent_batch_size=batch_size, session=mock_session)
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self.assertEqual(expected_output, output)
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mock__get_financial_statement.assert_called_once_with(statement, symbol, quarterly, mock_session)
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mock__get_financial_statement.reset_mock()
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mock__get_multi_companies_fin_stmt.assert_called_once_with(
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stmt, sym1, sym2, quarterly=quarterly, concurrent_batch_size=batch_size, session=mock_session
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)
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symbol1, symbol2 = 'x', 'y'
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expected_output = {symbol1: expected_output, symbol2: expected_output}
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output = await function(symbol1, symbol2, quarterly=quarterly, session=mock_session)
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self.assertDictEqual(expected_output, output)
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mock__get_financial_statement.assert_has_calls([
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call(statement, symbol1, quarterly, mock_session),
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call(statement, symbol2, quarterly, mock_session),
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])
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@patch.object(functions, '_get_multi_companies_fin_stmt')
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async def test_get_balance_sheet(self, mock__get_multi_companies_fin_stmt):
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await self._helper_test_get_any_statement(BS, mock__get_multi_companies_fin_stmt)
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@patch.object(functions, '_get_financial_statement')
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async def test_get_balance_sheet(self, mock__get_financial_statement):
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await self._helper_test_get_any_statement(BS, mock__get_financial_statement)
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@patch.object(functions, '_get_multi_companies_fin_stmt')
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async def test_get_income_statement(self, mock__get_multi_companies_fin_stmt):
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await self._helper_test_get_any_statement(IS, mock__get_multi_companies_fin_stmt)
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@patch.object(functions, '_get_financial_statement')
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async def test_get_income_statement(self, mock__get_financial_statement):
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await self._helper_test_get_any_statement(IS, mock__get_financial_statement)
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@patch.object(functions, '_get_multi_companies_fin_stmt')
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async def test_get_cash_flow_statement(self, mock__get_multi_companies_fin_stmt):
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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_financial_statement')
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async def test_get_cash_flow_statement(self, mock__get_financial_statement):
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await self._helper_test_get_any_statement(CF, mock__get_financial_statement)
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@patch.object(functions, '_get_financial_statement')
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async def test__get_single_company_financials(self, mock__get_financial_statement):
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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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symbol, quarterly, mock_session = 'foo', False, MagicMock()
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mock__get_financial_statement.return_value = bar = 'bar'
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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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self.assertDictEqual(expected_output, output)
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mock__get_financial_statement.assert_has_calls([
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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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call(IS, symbol, quarterly, mock_session),
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call(CF, symbol, quarterly, mock_session)
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@ -181,14 +192,14 @@ class FunctionsTestCase(IsolatedAsyncioTestCase):
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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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test_symbol1, test_symbol2 = 'x', 'y'
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expected_output = {test_symbol1: expected_output, test_symbol2: expected_output}
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output = await functions.get_company_financials(test_symbol1, test_symbol2,
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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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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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call(test_symbol1, quarterly, mock_session),
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call(test_symbol2, quarterly, mock_session)
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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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@patch.object(functions, 'ClientSession')
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