histock-filter 0.4.1 → 1.0.0

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Files changed (8) hide show
  1. checksums.yaml +4 -4
  2. data/CHANGELOG.md +6 -0
  3. data/README.md +173 -12
  4. data/histock-filter.gemspec +1 -1
  5. data/lib/histock/filter.rb +16 -11
  6. data/lib/histock/filter/helper.rb +23 -0
  7. data/lib/histock/filter/version.rb +1 -1
  8. metadata +7 -6
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data/CHANGELOG.md CHANGED
@@ -1,3 +1,9 @@
1
+ ## v1.0.0
2
+ [full changelog](http://github.com/ysato5654/histock-filter/compare/v0.4.1...v1.0.0)
3
+
4
+ * change class of output date
5
+ - String -> Integer / Float
6
+
1
7
  ## v0.4.1
2
8
  [full changelog](http://github.com/ysato5654/histock-filter/compare/v0.4.0...v0.4.1)
3
9
 
data/README.md CHANGED
@@ -34,26 +34,187 @@ $ gem install histock-filter
34
34
  ### Dividend Policy
35
35
 
36
36
  ```rb
37
+ require 'histock/filter'
38
+
37
39
  histock = Histock::Filter.new
38
40
  histock.dividend_policy('2330')
39
41
  # [
40
- # {"所屬年度" => "2019", "發放年度" => "2020", "除權日" => "", "除息日" => "06/18", "除權息前股價" => "297.5", "股票股利" => "0", "現金股利" => "2.5", EPS" => "13.32", "配息率" => "18.77%", "現金殖利率" => "0.84%", "扣抵稅率" => "0.00%", "增資配股率" => "0", "增資認購價" => "0"},
41
- # {"所屬年度" => "2019", "發放年度" => "2020", "除權日" => "", "除息日" => "03/19", "除權息前股價" => "260", "股票股利" => "0", "現金股利" => "2.5", "EPS" => "13.32", "配息率" => "18.77%", "現金殖利率" => "0.96%", "扣抵稅率" => "0.00%", "增資配股率" => "0", "增資認購價" => "0"},
42
- # {"所屬年度" => "2018", "發放年度" => "2019", "除權日" => "", "除息日" => "12/19", "除權息前股價" => "344.5", "股票股利" => "0", "現金股利" => "2.5", "EPS" => "13.54", "配息率" => "18.46%", "現金殖利率" => "0.73%", "扣抵稅率" => "0.00%", "增資配股率" => "0", "增資認購價" => "0"},
43
- # {"所屬年度" => "2018", "發放年度" => "2019", "除權日" => "", "除息日" => "09/19", "除權息前股價" => "267", "股票股利" => "0", "現金股利" => "2", "EPS" => "13.54", "配息率" => "14.77%", "現金殖利率" => "0.75%", "扣抵稅率" => "0.00%", "增資配股率" => "0", "增資認購價" => "0"},
42
+ # {
43
+ # "所屬年度" => "2019",
44
+ # "發放年度" => "2020",
45
+ # "除權日" => "",
46
+ # "除息日" => "06/18",
47
+ # "除權息前股價" => 297.5,
48
+ # "股票股利" => 0,
49
+ # "現金股利" => 2.5,
50
+ # "EPS" => 13.32,
51
+ # "配息率" => 18.77,
52
+ # "現金殖利率" => 0.84,
53
+ # "扣抵稅率" => 0.00,
54
+ # "增資配股率" => 0,
55
+ # "增資認購價" => 0
56
+ # },
57
+ # {},
58
+ # :
59
+ # ]
60
+ ```
61
+
62
+ ### Basic Financial Statements
63
+
64
+ #### Monthly Revenue
65
+
66
+ | key | type |
67
+ |-----|------|
68
+ | 年度/月份 | string |
69
+ | 單月營收 | integer |
70
+ | 去年同月營收 | integer |
71
+ | 單月月增率 | float |
72
+ | 單月年增率 | float |
73
+ | 累計營收 | integer |
74
+ | 去年累計營收 | integer |
75
+ | 累積年增率 | float |
76
+
77
+ ```rb
78
+ require 'histock/filter'
79
+
80
+ histock = Histock::Filter.new
81
+ histock.monthly_revenue('2330')
82
+ # [
83
+ # {
84
+ # "年度/月份" => "2020/04",
85
+ # "單月營收" => 96001568,
86
+ # "去年同月營收" => 74693616,
87
+ # "單月月增率" => -15.4,
88
+ # "單月年增率" => 28.5,
89
+ # "累計營收" => 406598784,
90
+ # "去年累計營收" => 293398112,
91
+ # "累積年增率" => 38.6
92
+ # },
93
+ # {},
94
+ # :
95
+ # ]
96
+ ```
97
+
98
+ #### Income Statement
99
+
100
+ | key | type |
101
+ |-----|------|
102
+ | 年度/季別 | string |
103
+ | 營收 | integer |
104
+ | 毛利 | integer |
105
+ | 營業利益 | integer |
106
+ | 稅前淨利 | integer |
107
+ | 稅後淨利 | integer |
108
+
109
+ ```rb
110
+ histock = Histock::Filter.new
111
+ histock.income_statement('2330')
112
+ # [
113
+ # {
114
+ # "年度/季別"" => "2019Q4",
115
+ # "營收" => 317237065,
116
+ # "毛利" => 159240985,
117
+ # "營業利益" => 124243722,
118
+ # "稅前淨利" => 128781973,
119
+ # "稅後淨利" => 116078194
120
+ # },
121
+ # {},
122
+ # :
44
123
  # ]
45
124
  ```
46
125
 
47
- ### Financial Statements
126
+ ### Profitability
127
+
128
+ #### Profit Ratio
129
+
130
+ | key | type |
131
+ |-----|------|
132
+ | 年度/季別 | string |
133
+ | 毛利率 | float |
134
+ | 營業利益率 | float |
135
+ | 稅前淨利率 | float |
136
+ | 稅後淨利率 | float |
48
137
 
49
138
  ```rb
50
- histock = Histock::Simplefilter.new
51
- histock.financial_statements('2330')
139
+ histock = Histock::Filter.new
140
+ histock.profit_ratio('2330')
141
+ # [
142
+ # {
143
+ # "年度/季別" => "2019Q4",
144
+ # "毛利率" => 50.20,
145
+ # "營業利益率" => 39.16,
146
+ # "稅前淨利率" => 40.59,
147
+ # "稅後淨利率" => 36.59
148
+ # },
149
+ # {},
150
+ # :
151
+ # ]
152
+ ```
153
+
154
+ #### Income Rate
155
+
156
+ ##### Monthly Data
157
+
158
+ | key | type |
159
+ |-----|------|
160
+ | 年度/季別 | string |
161
+ | ROE | float |
162
+ | ROA | float |
163
+
164
+ ```rb
165
+ histock = Histock::Filter.new
166
+ histock.income_rate('2330', 'month')
167
+ # [
168
+ # {
169
+ # "年度/季別" => "2020Q1",
170
+ # "ROE" => 7.10,
171
+ # "ROA" => 5.08
172
+ # },
173
+ # {},
174
+ # :
175
+ # ]
176
+ ```
177
+
178
+ ##### Quarterly Data
179
+
180
+ | key | type |
181
+ |-----|------|
182
+ | 年度/季別 | string |
183
+ | 近四季ROE | float |
184
+ | 近四季ROA | float |
185
+
186
+ ```rb
187
+ histock = Histock::Filter.new
188
+ histock.income_rate('2330', 'quarter')
189
+ # [
190
+ # {
191
+ # "年度/季別" => "2020Q1",
192
+ # "近四季ROE" => 23.45,
193
+ # "近四季ROA" => 17.70
194
+ # },
195
+ # {},
196
+ # :
197
+ # ]
198
+ ```
199
+
200
+ ##### Yearly Data
201
+
202
+ | key | type |
203
+ |-----|------|
204
+ | 年度 | string |
205
+ | 年度ROE | float |
206
+ | 年度ROA | float |
207
+
208
+ ```rb
209
+ histock = Histock::Filter.new
210
+ histock.income_rate('2330', 'year')
52
211
  # [
53
- # {"年度/月份" => "2020/04", "單月營收" => "96,001,568", "去年同月營收" => "74,693,616", "單月月增率" => "-15.4%", "單月年增率" => "28.5%", "累計營收" => "406,598,784", "去年累計營收" => "293,398,112", "累積年增率" => "38.6%"},
54
- # {"年度/月份" => "2020/03", "單月營收" => "113,519,600", "去年同月營收" => "79,721,584", "單月月增率" => "21.5%", "單月年增率" => "42.4%", "累計營收" => "310,597,184", "去年累計營收" => "218,704,496", "累積年增率" => "42%"},
55
- # {"年度/月份" => "2020/02", "單月營收" => "93,394,448", "去年同月營收" => "60,889,060", "單月月增率" => "-9.9%", "單月年增率" => "53.4%", "累計營收" => "197,077,600", "去年累計營收" => "138,982,896", "累積年增率" => "41.8%"},
56
- # {"年度/月份" => "2020/01", "單月營收" => "103,683,104", "去年同月營收" => "78,093,824", "單月月增率" => "0.3%", "單月年增率" => "32.8%", "累計營收" => "103,683,104", "去年累計營收" => "78,093,824", "累積年增率" => "32.8%"},
57
- # {"年度/月份" => "2019/12", "單月營收" => "103,313,104", "去年同月營收" => "89,830,600", "單月月增率" => "-4.2%", "單月年增率" => "15%", "累計營收" => "1,069,985,024", "去年累計營收" => "1,031,473,984", "累積年增率" => "3.7%"}
212
+ # {
213
+ # "年度" => "2019",
214
+ # "年度ROE" => 20.93,
215
+ # "年度ROA" => 15.86
216
+ # },
217
+ # {},
218
+ # :
58
219
  # ]
59
220
  ```
data/histock-filter.gemspec CHANGED
@@ -29,7 +29,7 @@ Gem::Specification.new do |spec|
29
29
  spec.add_runtime_dependency 'histock-simplefilter', '~> 0.4.0'
30
30
 
31
31
  spec.add_development_dependency 'bundler', '~> 2.0'
32
- spec.add_development_dependency 'rake', '>= 12.3.3'
32
+ spec.add_development_dependency 'rake', '~> 13.0'
33
33
  spec.add_development_dependency 'rspec', '~> 3.0'
34
34
  spec.add_development_dependency 'travis', '>= 1.9.0'
35
35
  end
data/lib/histock/filter.rb CHANGED
@@ -1,5 +1,6 @@
1
1
  require 'histock/simplefilter'
2
2
  require File.expand_path(File.dirname(__FILE__)) + '/filter/version'
3
+ require File.expand_path(File.dirname(__FILE__)) + '/filter/helper'
3
4
 
4
5
  module Histock
5
6
  class Filter
@@ -16,31 +17,35 @@ module Histock
16
17
  histock = Histock::Simplefilter.new
17
18
  table = histock.send(method_name, param)
18
19
 
19
- table[1..-1].map { |e| table.first.zip(e).to_h }
20
+ parse(table)
20
21
  end
21
22
  end
22
23
 
23
24
  CONFIG.last.each do |method_name|
24
25
  define_method method_name do |param, param2|
25
- raise ArgumentError if param2 == 'month'
26
-
27
26
  histock = Histock::Simplefilter.new
28
27
  table = histock.send(method_name, param, param2)
29
28
 
30
- table[1..-1].map { |e| table.first.zip(e).to_h }
29
+ parse(table)
31
30
  end
32
31
  end
33
- end
34
32
 
35
- class Error < StandardError
36
- end
33
+ private
37
34
 
38
- class ArgumentError < Error
35
+ def parse(table)
36
+ list = table[1..-1].map { |e| table.first.zip(e).to_h }
39
37
 
40
- attr_reader :message
38
+ list.each do |hash|
39
+ hash.each do |key, val|
40
+ if Histock::Helper.is_persentage?(val)
41
+ hash[key] = Histock::Helper.persentage_to_number(val)
42
+ elsif Histock::Helper.is_currency?(val)
43
+ hash[key] = Histock::Helper.currency_to_number(val)
44
+ end
45
+ end
46
+ end
41
47
 
42
- def initialize
43
- @message = 'currently not supported'
48
+ list
44
49
  end
45
50
  end
46
51
  end
data/lib/histock/filter/helper.rb ADDED
@@ -0,0 +1,23 @@
1
+ module Histock
2
+ class Helper
3
+ class << self
4
+ def is_persentage?(str)
5
+ str.match(/^[+-]?([0-9]+(\.[0-9]*)?|\.[0-9]+)%$/).nil? ? false : true
6
+ end
7
+
8
+ def is_currency?(str)
9
+ str.match(/^[+-]?\d{1,3}(,\d{3})*$/).nil? ? false : true
10
+ end
11
+
12
+ # should check str by 'is_persentage?' method before calling this method
13
+ def persentage_to_number(str)
14
+ str.to_s.gsub(/%/,'').to_f
15
+ end
16
+
17
+ # should check str by 'is_currency?' method before calling this method
18
+ def currency_to_number(str)
19
+ str.to_s.gsub(/[$,]/,'').to_i
20
+ end
21
+ end
22
+ end
23
+ end
data/lib/histock/filter/version.rb CHANGED
@@ -1,5 +1,5 @@
1
1
  module Histock
2
2
  class Filter
3
- VERSION = '0.4.1'
3
+ VERSION = '1.0.0'
4
4
  end
5
5
  end
metadata CHANGED
@@ -1,14 +1,14 @@
1
1
  --- !ruby/object:Gem::Specification
2
2
  name: histock-filter
3
3
  version: !ruby/object:Gem::Version
4
- version: 0.4.1
4
+ version: 1.0.0
5
5
  platform: ruby
6
6
  authors:
7
7
  - Yuya Sato
8
8
  autorequire:
9
9
  bindir: exe
10
10
  cert_chain: []
11
- date: 2020-05-11 00:00:00.000000000 Z
11
+ date: 2020-05-16 00:00:00.000000000 Z
12
12
  dependencies:
13
13
  - !ruby/object:Gem::Dependency
14
14
  name: histock-simplefilter
@@ -42,16 +42,16 @@ dependencies:
42
42
  name: rake
43
43
  requirement: !ruby/object:Gem::Requirement
44
44
  requirements:
45
- - - ">="
45
+ - - "~>"
46
46
  - !ruby/object:Gem::Version
47
- version: 12.3.3
47
+ version: '13.0'
48
48
  type: :development
49
49
  prerelease: false
50
50
  version_requirements: !ruby/object:Gem::Requirement
51
51
  requirements:
52
- - - ">="
52
+ - - "~>"
53
53
  - !ruby/object:Gem::Version
54
- version: 12.3.3
54
+ version: '13.0'
55
55
  - !ruby/object:Gem::Dependency
56
56
  name: rspec
57
57
  requirement: !ruby/object:Gem::Requirement
@@ -99,6 +99,7 @@ files:
99
99
  - bin/setup
100
100
  - histock-filter.gemspec
101
101
  - lib/histock/filter.rb
102
+ - lib/histock/filter/helper.rb
102
103
  - lib/histock/filter/version.rb
103
104
  homepage: https://github.com/ysato5654/histock-filter
104
105
  licenses: