220 lines
11 KiB
Python
220 lines
11 KiB
Python
import logging
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from pathlib import Path
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from unittest import IsolatedAsyncioTestCase
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from unittest.mock import patch, MagicMock, AsyncMock, call
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from bs4 import BeautifulSoup
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from mwfin import functions
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from mwfin.constants import HTML_PARSER, BASE_URL, FIN_STMT_URL_SUFFIX, IS, BS, CF, END_DATE
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THIS_DIR = Path(__file__).parent
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class FunctionsTestCase(IsolatedAsyncioTestCase):
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# boiled down & accurate structure of a relevant data table
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# https://www.marketwatch.com/investing/stock/aapl/financials/cash-flow
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# view page source @ line 2055
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TEST_HTML_FILE_PATH = Path(THIS_DIR, 'test_structure.html')
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log_lvl: int
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test_html: str
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@staticmethod
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def get_mock_session(response_text: str = None) -> MagicMock:
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mock_response = MagicMock()
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mock_response.text = AsyncMock(return_value=response_text)
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mock_get_return = MagicMock()
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mock_get_return.__aenter__ = AsyncMock(return_value=mock_response)
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mock_session_obj = MagicMock()
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mock_session_obj.get = MagicMock(return_value=mock_get_return)
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return mock_session_obj
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@classmethod
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def setUpClass(cls) -> None:
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with open(cls.TEST_HTML_FILE_PATH, 'r') as f:
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cls.test_html = f.read()
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cls.test_soup = BeautifulSoup(cls.test_html, HTML_PARSER)
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cls.log_lvl = functions.log.level
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functions.log.setLevel(logging.CRITICAL)
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@classmethod
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def tearDownClass(cls) -> None:
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functions.log.setLevel(cls.log_lvl)
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@patch.object(functions, 'ClientSession')
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async def test_soup_from_url(self, mock_session_cls):
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test_html = '<b>foo</b>'
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mock_session_cls.return_value = mock_session_obj = self.get_mock_session(test_html)
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expected_output = BeautifulSoup(test_html, 'html.parser')
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output = await functions.soup_from_url('baz', mock_session_obj)
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self.assertEqual(expected_output, output)
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def test_extract_end_dates(self):
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expected_output = ('End_Date_1', 'End_Date_2')
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output = functions.extract_end_dates(self.test_soup)
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self.assertTupleEqual(expected_output, output)
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def test_is_relevant_table_row(self):
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test_soup = BeautifulSoup('<tr><td><div> Cash & Short Term Investments </div></td></tr>', HTML_PARSER)
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self.assertTrue(functions.is_relevant_table_row(test_soup.tr))
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test_soup = BeautifulSoup('<tr><td><div> Cash & Short Term Investments Growth </div></td></tr>', HTML_PARSER)
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self.assertFalse(functions.is_relevant_table_row(test_soup.tr))
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test_soup = BeautifulSoup('<tr><td><div> baz </div></td></tr>', HTML_PARSER)
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self.assertFalse(functions.is_relevant_table_row(test_soup.tr))
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@patch.object(functions, 'is_relevant_table_row')
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def test_find_relevant_table_rows(self, mock_is_relevant_table_row):
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mock_is_relevant_table_row.return_value = True
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expected_output = self.test_soup.find('div', attrs={'class': 'financials'}).tbody.find_all('tr')
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output = functions.find_relevant_table_rows(self.test_soup)
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self.assertListEqual(expected_output, output)
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mock_is_relevant_table_row.assert_has_calls([call(expected_output[0]), call(expected_output[1])])
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def test_extract_row_data(self):
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test_row = self.test_soup.find('div', attrs={'class': 'financials'}).tbody.tr
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expected_output = ('Cash & Short Term Investments', (11000000, -22000000))
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output = functions.extract_row_data(test_row)
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self.assertTupleEqual(expected_output, output)
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@patch.object(functions, 'extract_row_data')
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@patch.object(functions, 'find_relevant_table_rows')
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@patch.object(functions, 'extract_end_dates')
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def test_extract_all_data(self, mock_extract_end_dates, mock_find_relevant_table_rows, mock_extract_row_data):
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test_end_dates = ('foo', 'bar')
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mock_extract_end_dates.return_value = test_end_dates
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test_relevant_rows = ['tr1', 'tr2']
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mock_find_relevant_table_rows.return_value = test_relevant_rows
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test_row_data = ('item_name', (123, 456))
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mock_extract_row_data.return_value = test_row_data
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expected_output = {
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END_DATE: test_end_dates,
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test_row_data[0]: test_row_data[1],
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test_row_data[0]: test_row_data[1],
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}
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output = functions.extract_all_data(self.test_soup)
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self.assertDictEqual(expected_output, output)
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mock_extract_end_dates.assert_called_once_with(self.test_soup)
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mock_find_relevant_table_rows.assert_called_once_with(self.test_soup)
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mock_extract_row_data.assert_has_calls([call(test_relevant_rows[0]), call(test_relevant_rows[1])])
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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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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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mock_soup_from_url.return_value = mock_soup = MagicMock()
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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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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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mock_soup_from_url.reset_mock()
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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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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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function = functions.get_balance_sheet
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elif statement == IS:
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function = functions.get_income_statement
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elif statement == 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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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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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_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_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_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_cash_flow_statement')
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@patch.object(functions, 'get_income_statement')
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@patch.object(functions, 'get_balance_sheet')
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async def test_get_company_financials(self, mock_get_bs, mock_get_is, mock_get_cf):
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mock_end_dates = ('bar', 'baz')
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mock_get_bs.return_value = {END_DATE: mock_end_dates, 'a': (1, 2)}
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mock_get_is.return_value = {END_DATE: mock_end_dates, 'b': (2, 3)}
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mock_get_cf.return_value = {END_DATE: mock_end_dates, 'c': (3, 4)}
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expected_output = {
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BS: {END_DATE: mock_end_dates, 'a': (1, 2)},
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IS: {END_DATE: mock_end_dates, 'b': (2, 3)},
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CF: {END_DATE: mock_end_dates, 'c': (3, 4)}
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}
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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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self.assertDictEqual(expected_output, output)
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mock_get_bs.assert_called_once_with(symbol, quarterly=quarterly, session=mock_session)
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mock_get_is.assert_called_once_with(symbol, quarterly=quarterly, session=mock_session)
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mock_get_cf.assert_called_once_with(symbol, quarterly=quarterly, session=mock_session)
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mock_get_bs.reset_mock()
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mock_get_is.reset_mock()
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mock_get_cf.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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quarterly=quarterly, session=mock_session)
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self.assertDictEqual(expected_output, output)
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mock_get_bs.assert_has_calls([
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call(test_symbol1, quarterly=quarterly, session=mock_session),
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call(test_symbol2, quarterly=quarterly, session=mock_session)
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])
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mock_get_is.assert_has_calls([
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call(test_symbol1, quarterly=quarterly, session=mock_session),
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call(test_symbol2, quarterly=quarterly, session=mock_session)
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])
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mock_get_cf.assert_has_calls([
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call(test_symbol1, quarterly=quarterly, session=mock_session),
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call(test_symbol2, quarterly=quarterly, session=mock_session)
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])
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@patch.object(functions, 'ClientSession')
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async def test_integration_get_company_financials(self, mock_session_cls):
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mock_session_cls.return_value = mock_session_obj = self.get_mock_session(self.test_html)
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symbol = 'foo'
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# Since the web request is mocked we always receive the same HTML markup.
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expected_output = {
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BS: {END_DATE: ('End_Date_1', 'End_Date_2'), 'Cash & Short Term Investments': (11000000, -22000000)},
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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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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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call(f'{BASE_URL}/{symbol}/financials{FIN_STMT_URL_SUFFIX[IS]}'),
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call(f'{BASE_URL}/{symbol}/financials{FIN_STMT_URL_SUFFIX[CF]}'),
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])
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