iex-ruby-client 1.0.1 → 1.3.0

data/spec/iex/endpoints/chart_spec.rb

@@ -12,11 +12,11 @@ describe IEX::Resources::Chart do
     it 'retrieves a default chart' do
       expect(subject.count).to eq 23
       expect(first).to be_a IEX::Resources::Chart::Default
-      expect(first.label).to eq 'Mar 6'
+      expect(first.label).to eq 'Jul 10'
       expect(first.change_percent_s).to eq '0.00%'
-      expect(first.close).to eq 111.75
-      expect(first.date).to eq Date.new(2019, 3, 6)
-      expect(last.label).to eq 'Apr 5'
+      expect(first.close).to eq 137.85
+      expect(first.date).to eq Date.new(2019, 7, 10)
+      expect(last.label).to eq 'Aug 9'
     end
   end
 
@@ -30,8 +30,8 @@ describe IEX::Resources::Chart do
       expect(subject.count).to eq 390
       expect(first).to be_a IEX::Resources::Chart::OneDay
       expect(first.label).to eq '09:30 AM'
-      expect(first.high).to eq 119.67
-      expect(first.low).to eq 119.43
+      expect(first.high).to eq 138.72
+      expect(first.low).to eq 138.5
       expect(first.minute).to eq '09:30'
     end
   end
@@ -67,7 +67,7 @@ describe IEX::Resources::Chart do
     it 'retrieves a 1m chart from' do
       expect(subject.count).to eq 23
       expect(first).to be_a IEX::Resources::Chart::Default
-      expect(first.date).to eq Date.new(2019, 3, 6)
+      expect(first.date).to eq Date.new(2019, 7, 10)
     end
   end
 

data/spec/iex/endpoints/company_spec.rb

@@ -19,6 +19,7 @@ describe IEX::Resources::Company do
       expect(subject.sector).to eq 'Technology Services'
       expect(subject.employees).to eq 131_000
       expect(subject.security_name).to eq 'Microsoft Corporation'
+      expect(subject.tags).to eq ['Technology Services', 'Packaged Software']
     end
   end
   context 'invalid symbol', vcr: { cassette_name: 'company/invalid' } do

data/spec/iex/endpoints/income_spec.rb

@@ -0,0 +1,68 @@
+# frozen_string_literal: true
+
+require 'spec_helper'
+
+describe IEX::Resources::Income do
+  include_context 'client'
+
+  context 'known symbol' do
+    context 'with defaults', vcr: { cassette_name: 'income/msft' } do
+      subject do
+        client.income('MSFT')
+      end
+      let(:income) { subject.first }
+
+      it 'retrieves income statement' do
+        expect(subject.size).to eq 1
+        expect(income.report_date).to eq '2019-03-31'
+        expect(income.total_revenue).to eq 30_505_000_000
+        expect(income.total_revenue_dollar).to eq '$30,505,000,000'
+        expect(income.cost_of_revenue).to eq 10_170_000_000
+        expect(income.cost_of_revenue_dollar).to eq '$10,170,000,000'
+        expect(income.gross_profit).to eq 20_335_000_000
+        expect(income.gross_profit_dollar).to eq '$20,335,000,000'
+        expect(income.research_and_development).to eq 4_316_000_000
+        expect(income.research_and_development_dollar).to eq '$4,316,000,000'
+        expect(income.selling_general_and_admin).to eq 5_744_000_000
+        expect(income.selling_general_and_admin_dollar).to eq '$5,744,000,000'
+        expect(income.operating_expense).to eq 20_230_000_000
+        expect(income.operating_expense_dollar).to eq '$20,230,000,000'
+        expect(income.operating_income).to eq 10_275_000_000
+        expect(income.operating_income_dollar).to eq '$10,275,000,000'
+        expect(income.other_income_expense_net).to eq 211_000_000
+        expect(income.other_income_expense_net_dollar).to eq '$211,000,000'
+        expect(income.ebit_dollar).to eq '$10,275,000,000'
+        expect(income.ebit).to eq 10_275_000_000
+        expect(income.interest_income).to eq 671_000_000
+        expect(income.interest_income_dollar).to eq '$671,000,000'
+        expect(income.pretax_income).to eq 10_486_000_000
+        expect(income.pretax_income_dollar).to eq '$10,486,000,000'
+        expect(income.income_tax).to eq 1_677_000_000
+        expect(income.income_tax_dollar).to eq '$1,677,000,000'
+        expect(income.minority_interest).to eq 0
+        expect(income.net_income).to eq 8_809_000_000
+        expect(income.net_income_dollar).to eq '$8,809,000,000'
+        expect(income.net_income_basic).to eq 8_809_000_000
+        expect(income.net_income_basic_dollar).to eq '$8,809,000,000'
+      end
+    end
+  end
+
+  context 'no result', vcr: { cassette_name: 'income/nsrgy' } do
+    subject do
+      client.income('nsrgy')
+    end
+    it 'returns empty array' do
+      expect(subject).to eq []
+    end
+  end
+
+  context 'invalid symbol', vcr: { cassette_name: 'income/invalid' } do
+    subject do
+      client.income('INVALID')
+    end
+    it 'fails with SymbolNotFoundError' do
+      expect { subject }.to raise_error IEX::Errors::SymbolNotFoundError, 'Symbol INVALID Not Found'
+    end
+  end
+end

data/spec/iex/endpoints/key_stats_spec.rb

@@ -10,7 +10,7 @@ describe IEX::Resources::KeyStats do
     it 'retrieves a keyStats' do
       expect(subject.company_name).to eq 'Microsoft Corp.'
       expect(subject.market_cap).to eq 990_869_169_557
-      expect(subject.market_cap_dollars).to eq '$990,869,169,557'
+      expect(subject.market_cap_dollar).to eq '$990,869,169,557'
       expect(subject.employees).to eq 133_074
     end
 
@@ -19,6 +19,7 @@ describe IEX::Resources::KeyStats do
       expect(subject.week_52_high_dollar).to eq '$136.04'
       expect(subject.week_52_low).to eq 95.92
       expect(subject.week_52_low_dollar).to eq '$95.92'
+      expect(subject.week_52_change).to eq 0.371641
       expect(subject.week_52_change_dollar).to eq '$0.37'
     end
 

data/spec/iex/endpoints/quote_spec.rb

@@ -18,6 +18,8 @@ describe IEX::Resources::Quote do
       expect(subject.week_52_low).to eq 87.73
       expect(subject.change_percent).to eq(-0.00508)
       expect(subject.change_percent_s).to eq '-0.51%'
+      expect(subject.extended_change_percent).to eq(-0.00008)
+      expect(subject.extended_change_percent_s).to eq '-0.01%'
     end
     it 'coerces times' do
       expect(subject.latest_update).to eq 1_554_408_000_193

data/spec/iex/endpoints/ref_data_spec.rb

@@ -0,0 +1,76 @@
+require 'spec_helper'
+
+describe IEX::Api::Client do
+  include_context 'client'
+
+  describe '#ref_data_isin', vcr: { cassette_name: 'ref-data/isin' } do
+    context 'without options' do
+      subject { client.ref_data_isin(['US0378331005']) }
+
+      it 'converts ISIN to IEX Cloud symbols' do
+        expect(subject.count).to eq(2)
+        expect(subject.first).to eq('exchange' => 'NAS', 'iex_id' => 'IEX_4D48333344362D52', 'region' => 'US', 'symbol' => 'AAPL')
+        expect(subject.last).to eq('exchange' => 'ETR', 'iex_id' => 'IEX_464D46474C312D52', 'region' => 'DE', 'symbol' => 'APC-GY')
+      end
+    end
+
+    context 'graciously handle parameter as string', vcr: { cassette_name: 'ref-data/isin' } do
+      subject { client.ref_data_isin('US0378331005') }
+
+      it 'converts ISIN to IEX Cloud symbols' do
+        expect(subject.count).to eq(2)
+        expect(subject.first).to eq('exchange' => 'NAS', 'iex_id' => 'IEX_4D48333344362D52', 'region' => 'US', 'symbol' => 'AAPL')
+        expect(subject.last).to eq('exchange' => 'ETR', 'iex_id' => 'IEX_464D46474C312D52', 'region' => 'DE', 'symbol' => 'APC-GY')
+      end
+    end
+
+    context 'with mapped option', vcr: { cassette_name: 'ref-data/isin_mapped' } do
+      subject { client.ref_data_isin(%w[US0378331005 US5949181045], mapped: true) }
+
+      it 'converts ISINs to IEX Cloud symbols mapped by ISIN' do
+        expect(subject.keys).to contain_exactly('US0378331005', 'US5949181045')
+
+        expect(subject['US0378331005'].first).to eq('exchange' => 'NAS', 'iex_id' => 'IEX_4D48333344362D52', 'region' => 'US', 'symbol' => 'AAPL')
+        expect(subject['US0378331005'].last).to eq('exchange' => 'ETR', 'iex_id' => 'IEX_464D46474C312D52', 'region' => 'DE', 'symbol' => 'APC-GY')
+
+        expect(subject['US5949181045'][0]).to eq('exchange' => 'NAS', 'iex_id' => 'IEX_5038523343322D52', 'region' => 'US', 'symbol' => 'MSFT')
+        expect(subject['US5949181045'][1]).to eq('exchange' => 'ETR', 'iex_id' => 'IEX_4C42583859482D52', 'region' => 'DE', 'symbol' => 'MSF-GY')
+        expect(subject['US5949181045'][2]).to eq('exchange' => 'BRU', 'iex_id' => 'IEX_5833345950432D52', 'region' => 'BE', 'symbol' => 'MSF-BB')
+      end
+    end
+
+    context 'with wrong ISIN', vcr: { cassette_name: 'ref-data/wrong_isin_mapped' } do
+      subject { client.ref_data_isin(%w[WRONG12345], mapped: true) }
+
+      it 'returns nil value for given ISIN' do
+        expect(subject).to eq('WRONG12345' => nil)
+      end
+    end
+  end
+
+  describe '#ref_data_symbols', vcr: { cassette_name: 'ref-data/symbols' } do
+    subject { client.ref_data_symbols }
+
+    it 'retrieves all symbols' do
+      expect(subject.count).to eq 8808
+    end
+
+    context 'first symbol' do
+      subject { client.ref_data_symbols.first }
+      it 'retrieves a symbol data' do
+        expect(subject.symbol).to eq 'A'
+        expect(subject.exchange).to eq 'NYS'
+        expect(subject.name).to eq 'Agilent Technologies Inc.'
+        expect(subject.date).to eq Date.parse('2020-04-30')
+        expect(subject.enabled).to eq true
+        expect(subject.enabled?).to eq true
+        expect(subject.type).to eq 'cs'
+        expect(subject.region).to eq 'US'
+        expect(subject.currency).to eq 'USD'
+        expect(subject.iex_id).to eq 'IEX_46574843354B2D52'
+        expect(subject.figi).to eq 'BBG000C2V3D6'
+        expect(subject.cik).to eq '1090872'
+      end
+    end
+  end
+end

data/spec/iex/endpoints/stock_market_spec.rb

@@ -0,0 +1,14 @@
+require 'spec_helper'
+
+describe IEX::Endpoints::StockMarket do
+  include_context 'client'
+
+  describe '#stock_market_list', vcr: { cassette_name: 'stock_market/list_mostactive' } do
+    subject { client.stock_market_list(:mostactive) }
+
+    it 'retrieves a list of quotes' do
+      expect(subject).to all(be_a(IEX::Resources::Quote))
+      expect(subject.map(&:symbol)).to match_array(%w[AAPL AMD BAC F GE INO INTC MSFT T XOM])
+    end
+  end
+end

data/spec/spec_helper.rb

@@ -2,11 +2,12 @@ $LOAD_PATH.unshift(File.join(File.dirname(__FILE__), '..'))
 
 require 'rubygems'
 require 'rspec'
+require 'dotenv'
 
 require 'iex-ruby-client'
 
-Dir[File.join(File.dirname(__FILE__), 'support', '**/*.rb')].each do |file|
+Dir[File.join(File.dirname(__FILE__), 'support', '**/*.rb')].sort.each do |file|
   require file
 end
 
-ENV['IEX_API_PUBLISHABLE_TOKEN'] ||= 'test-iex-api-publishable-token'
+Dotenv.load('.env', '.env.sample')

data/spec/support/vcr.rb

@@ -6,4 +6,7 @@ VCR.configure do |config|
   config.hook_into :webmock
   # config.default_cassette_options = { record: :new_episodes }
   config.configure_rspec_metadata!
+
+  config.filter_sensitive_data('test-iex-api-publishable-token') { ENV['IEX_API_PUBLISHABLE_TOKEN'] }
+  config.filter_sensitive_data('test-iex-api-secret-token') { ENV['IEX_API_SECRET_TOKEN'] }
 end

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: iex-ruby-client
 version: !ruby/object:Gem::Version
-  version: 1.0.1
+  version: 1.3.0
 platform: ruby
 authors:
 - Daniel Doubrovkine
-autorequire: 
+autorequire:
 bindir: bin
 cert_chain: []
-date: 2019-07-08 00:00:00.000000000 Z
+date: 2020-11-02 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: faraday
@@ -16,14 +16,14 @@ dependencies:
     requirements:
     - - ">="
       - !ruby/object:Gem::Version
-        version: '0.9'
+        version: '0.17'
   type: :runtime
   prerelease: false
   version_requirements: !ruby/object:Gem::Requirement
     requirements:
     - - ">="
       - !ruby/object:Gem::Version
-        version: '0.9'
+        version: '0.17'
 - !ruby/object:Gem::Dependency
   name: faraday_middleware
   requirement: !ruby/object:Gem::Requirement
@@ -100,14 +100,14 @@ dependencies:
     requirements:
     - - '='
       - !ruby/object:Gem::Version
-        version: 0.67.2
+        version: 0.72.0
   type: :development
   prerelease: false
   version_requirements: !ruby/object:Gem::Requirement
     requirements:
     - - '='
       - !ruby/object:Gem::Version
-        version: 0.67.2
+        version: 0.72.0
 - !ruby/object:Gem::Dependency
   name: vcr
   requirement: !ruby/object:Gem::Requirement
@@ -136,12 +136,14 @@ dependencies:
     - - ">="
       - !ruby/object:Gem::Version
         version: '0'
-description: 
+description:
 email: dblock@dblock.org
 executables: []
 extensions: []
 extra_rdoc_files: []
 files:
+- ".env.sample"
+- ".github/FUNDING.yml"
 - ".gitignore"
 - ".rspec"
 - ".rubocop.yml"
@@ -160,16 +162,19 @@ files:
 - lib/iex-ruby-client.rb
 - lib/iex/api.rb
 - lib/iex/api/client.rb
-- lib/iex/api/config.rb
+- lib/iex/api/config/client.rb
+- lib/iex/api/config/logger.rb
 - lib/iex/cloud.rb
 - lib/iex/cloud/connection.rb
 - lib/iex/cloud/request.rb
 - lib/iex/cloud/response.rb
+- lib/iex/endpoints/advanced_stats.rb
 - lib/iex/endpoints/chart.rb
 - lib/iex/endpoints/company.rb
 - lib/iex/endpoints/crypto.rb
 - lib/iex/endpoints/dividends.rb
 - lib/iex/endpoints/earnings.rb
+- lib/iex/endpoints/income.rb
 - lib/iex/endpoints/key_stats.rb
 - lib/iex/endpoints/largest_trades.rb
 - lib/iex/endpoints/logo.rb
@@ -177,18 +182,22 @@ files:
 - lib/iex/endpoints/ohlc.rb
 - lib/iex/endpoints/price.rb
 - lib/iex/endpoints/quote.rb
+- lib/iex/endpoints/ref_data.rb
 - lib/iex/endpoints/sectors.rb
+- lib/iex/endpoints/stock_market.rb
 - lib/iex/errors.rb
 - lib/iex/errors/client_error.rb
 - lib/iex/errors/permission_denied_error.rb
 - lib/iex/errors/symbol_not_found_error.rb
 - lib/iex/logger.rb
 - lib/iex/resources.rb
+- lib/iex/resources/advanced_stats.rb
 - lib/iex/resources/chart.rb
 - lib/iex/resources/company.rb
 - lib/iex/resources/crypto.rb
 - lib/iex/resources/dividends.rb
 - lib/iex/resources/earnings.rb
+- lib/iex/resources/income.rb
 - lib/iex/resources/key_stats.rb
 - lib/iex/resources/largest_trades.rb
 - lib/iex/resources/logo.rb
@@ -197,7 +206,11 @@ files:
 - lib/iex/resources/quote.rb
 - lib/iex/resources/resource.rb
 - lib/iex/resources/sectors.rb
+- lib/iex/resources/symbol.rb
+- lib/iex/resources/symbols.rb
 - lib/iex/version.rb
+- spec/fixtures/iex/advanced_stats/invalid.yml
+- spec/fixtures/iex/advanced_stats/msft.yml
 - spec/fixtures/iex/chart/1d.yml
 - spec/fixtures/iex/chart/20190306.yml
 - spec/fixtures/iex/chart/bad_option.yml
@@ -216,6 +229,9 @@ files:
 - spec/fixtures/iex/dividends/msft_invalid_range.yml
 - spec/fixtures/iex/earnings/invalid.yml
 - spec/fixtures/iex/earnings/msft.yml
+- spec/fixtures/iex/income/invalid.yml
+- spec/fixtures/iex/income/msft.yml
+- spec/fixtures/iex/income/nsrgy.yml
 - spec/fixtures/iex/key_stats/invalid.yml
 - spec/fixtures/iex/key_stats/msft.yml
 - spec/fixtures/iex/largest-trades/aapl.yml
@@ -230,15 +246,23 @@ files:
 - spec/fixtures/iex/price/msft.yml
 - spec/fixtures/iex/quote/invalid.yml
 - spec/fixtures/iex/quote/msft.yml
+- spec/fixtures/iex/ref-data/isin.yml
+- spec/fixtures/iex/ref-data/isin_mapped.yml
+- spec/fixtures/iex/ref-data/symbols.yml
+- spec/fixtures/iex/ref-data/wrong_isin_mapped.yml
 - spec/fixtures/iex/sectors/invalid.yml
 - spec/fixtures/iex/sectors/sectors-performance.yml
+- spec/fixtures/iex/stock_market/list_mostactive.yml
 - spec/iex/client_spec.rb
-- spec/iex/config_spec.rb
+- spec/iex/config/client_spec.rb
+- spec/iex/config/logger_spec.rb
+- spec/iex/endpoints/advanced_stats_spec.rb
 - spec/iex/endpoints/chart_spec.rb
 - spec/iex/endpoints/company_spec.rb
 - spec/iex/endpoints/crypto_spec.rb
 - spec/iex/endpoints/dividends_spec.rb
 - spec/iex/endpoints/earnings_spec.rb
+- spec/iex/endpoints/income_spec.rb
 - spec/iex/endpoints/key_stats_spec.rb
 - spec/iex/endpoints/largest_trades_spec.rb
 - spec/iex/endpoints/logo_spec.rb
@@ -246,7 +270,9 @@ files:
 - spec/iex/endpoints/ohlc_spec.rb
 - spec/iex/endpoints/price_spec.rb
 - spec/iex/endpoints/quote_spec.rb
+- spec/iex/endpoints/ref_data_spec.rb
 - spec/iex/endpoints/sectors_spec.rb
+- spec/iex/endpoints/stock_market_spec.rb
 - spec/iex/resources/resource_spec.rb
 - spec/iex/version_spec.rb
 - spec/spec_helper.rb
@@ -256,7 +282,7 @@ homepage: http://github.com/dblock/iex-ruby-client
 licenses:
 - MIT
 metadata: {}
-post_install_message: 
+post_install_message:
 rdoc_options: []
 require_paths:
 - lib
@@ -264,19 +290,20 @@ required_ruby_version: !ruby/object:Gem::Requirement
   requirements:
   - - ">="
     - !ruby/object:Gem::Version
-      version: '0'
+      version: 2.3.0
 required_rubygems_version: !ruby/object:Gem::Requirement
   requirements:
   - - ">="
     - !ruby/object:Gem::Version
       version: 1.3.6
 requirements: []
-rubyforge_project: 
-rubygems_version: 2.6.14.1
-signing_key: 
+rubygems_version: 3.1.4
+signing_key:
 specification_version: 4
 summary: IEX Finance API Ruby client with support for retrieving stock quotes.
 test_files:
+- spec/fixtures/iex/advanced_stats/invalid.yml
+- spec/fixtures/iex/advanced_stats/msft.yml
 - spec/fixtures/iex/chart/1d.yml
 - spec/fixtures/iex/chart/20190306.yml
 - spec/fixtures/iex/chart/bad_option.yml
@@ -295,6 +322,9 @@ test_files:
 - spec/fixtures/iex/dividends/msft_invalid_range.yml
 - spec/fixtures/iex/earnings/invalid.yml
 - spec/fixtures/iex/earnings/msft.yml
+- spec/fixtures/iex/income/invalid.yml
+- spec/fixtures/iex/income/msft.yml
+- spec/fixtures/iex/income/nsrgy.yml
 - spec/fixtures/iex/key_stats/invalid.yml
 - spec/fixtures/iex/key_stats/msft.yml
 - spec/fixtures/iex/largest-trades/aapl.yml
@@ -309,15 +339,23 @@ test_files:
 - spec/fixtures/iex/price/msft.yml
 - spec/fixtures/iex/quote/invalid.yml
 - spec/fixtures/iex/quote/msft.yml
+- spec/fixtures/iex/ref-data/isin.yml
+- spec/fixtures/iex/ref-data/isin_mapped.yml
+- spec/fixtures/iex/ref-data/symbols.yml
+- spec/fixtures/iex/ref-data/wrong_isin_mapped.yml
 - spec/fixtures/iex/sectors/invalid.yml
 - spec/fixtures/iex/sectors/sectors-performance.yml
+- spec/fixtures/iex/stock_market/list_mostactive.yml
 - spec/iex/client_spec.rb
-- spec/iex/config_spec.rb
+- spec/iex/config/client_spec.rb
+- spec/iex/config/logger_spec.rb
+- spec/iex/endpoints/advanced_stats_spec.rb
 - spec/iex/endpoints/chart_spec.rb
 - spec/iex/endpoints/company_spec.rb
 - spec/iex/endpoints/crypto_spec.rb
 - spec/iex/endpoints/dividends_spec.rb
 - spec/iex/endpoints/earnings_spec.rb
+- spec/iex/endpoints/income_spec.rb
 - spec/iex/endpoints/key_stats_spec.rb
 - spec/iex/endpoints/largest_trades_spec.rb
 - spec/iex/endpoints/logo_spec.rb
@@ -325,7 +363,9 @@ test_files:
 - spec/iex/endpoints/ohlc_spec.rb
 - spec/iex/endpoints/price_spec.rb
 - spec/iex/endpoints/quote_spec.rb
+- spec/iex/endpoints/ref_data_spec.rb
 - spec/iex/endpoints/sectors_spec.rb
+- spec/iex/endpoints/stock_market_spec.rb
 - spec/iex/resources/resource_spec.rb
 - spec/iex/version_spec.rb
 - spec/spec_helper.rb