earningscall 0.0.18__tar.gz → 0.0.20__tar.gz

{earningscall-0.0.18 → earningscall-0.0.20}/CHANGELOG.md

@@ -1,3 +1,15 @@
+## Release `0.0.20` - 2024-10-07
+
+* Bugfix: Fix importlib error.
+
+## Release `0.0.19` - 2024-10-07
+
+* Add Advanced Transcript Data structures (Beta: and subject to change in the future).
+* Add additional client-side verification and parameter checking.
+* Don't throw an exception when audio file is missing, just return `None`.
+* Throw useful error in the case of not authorized to download Audio Files.
+* Add additional unit test coverage.
+
 ## Release `0.0.18` - 2024-10-01
 
 * Add Download Audio File Feature: add `download_audio_file` function to the `Company` class.

{earningscall-0.0.18 → earningscall-0.0.20}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: earningscall
-Version: 0.0.18
+Version: 0.0.20
 Summary: The EarningsCall Python library provides convenient access to the EarningsCall API.  It includes a pre-defined set of classes for API resources that initialize themselves dynamically from API responses.
 Project-URL: Homepage, https://earningscall.biz
 Project-URL: Documentation, https://github.com/EarningsCall/earningscall-python

{earningscall-0.0.18 → earningscall-0.0.20}/earningscall/api.py

@@ -1,3 +1,4 @@
+import importlib
 import logging
 import os
 from typing import Optional
@@ -14,10 +15,9 @@ API_BASE = f"https://v2.api.{DOMAIN}"
 
 
 def get_api_key():
-    api_key = earningscall.api_key
-    if not api_key:
-        return os.environ.get("ECALL_API_KEY", "demo")
-    return api_key
+    if earningscall.api_key:
+        return earningscall.api_key
+    return os.environ.get("ECALL_API_KEY", "demo")
 
 
 def api_key_param():
@@ -46,6 +46,14 @@ def purge_cache():
     return cache_session().cache.clear()
 
 
+def get_headers():
+    earnings_call_version = importlib.metadata.version("earningscall")
+    return {
+        "User-Agent": f"EarningsCall Python/{earnings_call_version}",
+        "X-EarningsCall-Version": earnings_call_version,
+    }
+
+
 def do_get(
     path: str,
     use_cache: bool = False,
@@ -74,6 +82,7 @@ def do_get(
         return requests.get(
             url,
             params=params,
+            headers=get_headers(),
             stream=kwargs.get("stream"),
         )
 
@@ -97,20 +106,19 @@ def get_transcript(
     year: int,
     quarter: int,
     level: Optional[int] = None,
-) -> Optional[str]:
+) -> Optional[dict]:
     """
     Get the transcript for a given exchange, symbol, year, and quarter.
 
-    Args:
-        exchange (str): The exchange to get the transcript for.
-        symbol (str): The symbol to get the transcript for.
-        year (int): The year to get the transcript for.
-        quarter (int): The quarter to get the transcript for.
+    :param str exchange: The exchange to get the transcript for.
+    :param str symbol: The symbol to get the transcript for.
+    :param int year: The year to get the transcript for.
+    :param int quarter: The quarter to get the transcript for.
+    :param Optional[int] level: The level to get the transcript for.
 
-    Returns:
-        Optional[str]: The transcript for the given exchange, symbol, year, and quarter.
+    :return: The transcript for the given exchange, symbol, year, and quarter.
     """
-    log.debug(f"get_transcript year: {year} quarter: {quarter}")
+    log.debug(f"get_transcript exchange: {exchange} symbol: {symbol} year: {year} quarter: {quarter} level: {level}")
     params = {
         **api_key_param(),
         "exchange": exchange,
@@ -120,8 +128,7 @@ def get_transcript(
         "level": str(level or 1),
     }
     response = do_get("transcript", params=params)
-    if response.status_code != 200:
-        return None
+    response.raise_for_status()
     return response.json()
 
 
@@ -151,12 +158,13 @@ def download_audio_file(
     """
     Get the audio for a given exchange, symbol, year, and quarter.
 
-    Args:
-        exchange (str): The exchange to get the audio for.
-        symbol (str): The symbol to get the audio for.
-        year (int): The year to get the audio for.
-        quarter (int): The quarter to get the audio for.
-        filename (Optional[str]): The filename to save the audio to.
+    :param str exchange: The exchange to get the audio for.
+    :param str symbol: The symbol to get the audio for.
+    :param int year: The 4-digit year to get the audio for.
+    :param int quarter: The quarter to get the audio for (1, 2, 3, or 4).
+    :param file_name: Optionally specify the filename to save the audio to.
+    :return: The filename of the downloaded audio file.
+    :rtype Optional[str]: The filename of the downloaded audio file.
     """
     params = {
         **api_key_param(),

earningscall-0.0.20/earningscall/company.py

@@ -0,0 +1,159 @@
+import logging
+from typing import Optional, List
+
+import requests
+
+from earningscall import api
+from earningscall.errors import InsufficientApiAccessError
+from earningscall.event import EarningsEvent
+from earningscall.symbols import CompanyInfo
+from earningscall.transcript import Transcript
+
+log = logging.getLogger(__file__)
+
+
+class Company:
+    """
+    A class representing a company.
+    """
+
+    company_info: CompanyInfo
+    name: Optional[str]
+    _events: Optional[List[EarningsEvent]]
+
+    def __init__(self, company_info: CompanyInfo):
+        if not company_info:
+            raise ValueError("company_info must be present.")
+        self.company_info = company_info
+        self.name = company_info.name
+        self._events = None
+
+    def __str__(self):
+        return str(self.name)
+
+    def _get_events(self) -> List[EarningsEvent]:
+        if not self.company_info.exchange or not self.company_info.symbol:
+            return []
+        raw_response = api.get_events(self.company_info.exchange, self.company_info.symbol)
+        if not raw_response:
+            return []
+        return [EarningsEvent.from_dict(event) for event in raw_response["events"]]  # type: ignore
+
+    def events(self) -> List[EarningsEvent]:
+        if not self._events:
+            self._events = self._get_events()
+        return self._events
+
+    def get_transcript(
+        self,
+        year: Optional[int] = None,
+        quarter: Optional[int] = None,
+        event: Optional[EarningsEvent] = None,
+        level: Optional[int] = None,
+    ) -> Optional[Transcript]:
+        """
+        Get the transcript for a given year and quarter.
+
+        :param Optional[int] year: The year to get the transcript for.
+        :param Optional[int] quarter: The quarter to get the transcript for.
+        :param Optional[EarningsEvent] event: The event to get the transcript for.
+        :param Optional[int] level: The transcript level to retrieve.  Default: 1
+
+        :return: The transcript for the given year and quarter.
+        """
+        if not self.company_info.exchange or not self.company_info.symbol:
+            return None
+        if (not year or not quarter) and event:
+            year = event.year
+            quarter = event.quarter
+        if not year or not quarter:
+            raise ValueError("Must specify either event or year and quarter")
+        if quarter < 1 or quarter > 4:
+            raise ValueError("Invalid level. Must be one of: {1,2,3,4}")
+        if level is None:
+            level = 1
+        if type(level) is not int or level <= 0 or level > 4:
+            raise ValueError(f"Invalid level: {level}. Must be one of: 1, 2, 3, or 4.")
+        try:
+            response_payload = api.get_transcript(
+                self.company_info.exchange,
+                self.company_info.symbol,
+                year,
+                quarter,
+                level=level,
+            )
+            # TODO: Investigate alternatives to @dataclass for level 3 transcripts, as this is
+            #       extremely slow.
+            transcript = Transcript.from_dict(response_payload)  # type: ignore
+            if level == 3:
+                for speaker in transcript.speakers:
+                    speaker.text = " ".join(speaker.words)
+            if 2 <= level <= 3:
+                transcript.text = " ".join(map(lambda spk: spk.text, transcript.speakers))
+            elif level == 4:
+                transcript.text = " ".join([transcript.prepared_remarks, transcript.questions_and_answers])
+            return transcript
+        except requests.exceptions.HTTPError as error:
+            if error.response.status_code == 404:
+                return None
+            if error.response.status_code == 403:
+                plan_name = error.response.headers.get("X-Plan-Name", "unknown")
+                if 2 <= level <= 4:
+                    error_message = (
+                        f"Your plan ({plan_name}) does not include Advanced Transcript Data. "
+                        "Upgrade your plan here: https://earningscall.biz/api-pricing"
+                    )
+                else:
+                    error_message = f"Unexpected error code was returned from the server.  Your plan is: {plan_name}"
+                log.error(error_message)
+                raise InsufficientApiAccessError(error_message)
+            raise error
+
+    def download_audio_file(
+        self,
+        year: Optional[int] = None,
+        quarter: Optional[int] = None,
+        event: Optional[EarningsEvent] = None,
+        file_name: Optional[str] = None,
+    ) -> Optional[str]:
+        """
+        Download the audio file for a given year and quarter.
+
+        :param Optional[int] year: The year to get the audio for.
+        :param Optional[int] quarter: The quarter to get the audio for.
+        :param Optional[EarningsEvent] event: The event to get the audio for.
+        :param Optional[str] file_name: The file name to save the audio to.
+
+        :return: The audio for the given year and quarter.
+        """
+        log.info(f"Downloading audio file for {self.company_info.symbol} {event}")
+        if not self.company_info.exchange or not self.company_info.symbol:
+            return None
+        if (not year or not quarter) and event:
+            year = event.year
+            quarter = event.quarter
+        if not year or not quarter:
+            raise ValueError("Must specify either event or year and quarter")
+        if quarter < 1 or quarter > 4:
+            raise ValueError("Invalid level. Must be one of: {1,2,3,4}")
+        try:
+            resp = api.download_audio_file(
+                exchange=self.company_info.exchange,
+                symbol=self.company_info.symbol,
+                year=year,
+                quarter=quarter,
+                file_name=file_name,
+            )
+            return resp
+        except requests.exceptions.HTTPError as error:
+            if error.response.status_code == 404:
+                return None
+            if error.response.status_code == 403:
+                plan_name = error.response.headers["X-Plan-Name"]
+                error_message = (
+                    f"Your plan ({plan_name}) does not include Audio Files. "
+                    "Upgrade your plan here: https://earningscall.biz/api-pricing"
+                )
+                log.error(error_message)
+                raise InsufficientApiAccessError(error_message)
+            raise error

earningscall-0.0.20/earningscall/transcript.py

@@ -0,0 +1,25 @@
+from dataclasses import dataclass, field
+from typing import List, Optional
+
+from dataclasses_json import dataclass_json
+
+from earningscall.event import EarningsEvent
+
+
+@dataclass_json
+@dataclass
+class Speaker:
+    speaker: str
+    text: Optional[str] = field(default=None)
+    words: Optional[List[str]] = field(default=None)
+    start_times: Optional[List[float]] = field(default=None)
+
+
+@dataclass_json
+@dataclass
+class Transcript:
+    text: Optional[str] = field(default=None)
+    event: Optional[EarningsEvent] = field(default=None)
+    speakers: Optional[List[Speaker]] = field(default=None)
+    prepared_remarks: Optional[str] = field(default=None)
+    questions_and_answers: Optional[str] = field(default=None)

{earningscall-0.0.18 → earningscall-0.0.20}/pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "earningscall"
-version = "0.0.18"
+version = "0.0.20"
 description = "The EarningsCall Python library provides convenient access to the EarningsCall API.  It includes a pre-defined set of classes for API resources that initialize themselves dynamically from API responses."
 readme = "README.md"
 authors = [

{earningscall-0.0.18 → earningscall-0.0.20}/scripts/download_audio_files.py

@@ -1,12 +1,29 @@
+import argparse
 import os
+
+import earningscall  # noqa: F401
 from earningscall import get_company
+from earningscall.company import Company
+from earningscall.utils import configure_sane_logging
+
+
+# TODO: Set your API key here:
+# earningscall.api_key = "YOUR SECRET API KEY GOES HERE"
+
+
+parser = argparse.ArgumentParser(description='')
+parser.add_argument('--debug', action='store_true', help='Enable debug logs')
+parser.add_argument('--sp-500', action='store_true', help='Show S&P500 Companies')
+
+args = parser.parse_args()
+configure_sane_logging()
 
 
 directory = "audio_files"
 os.makedirs(directory, exist_ok=True)
 
 
-def download_audio_files(company):
+def download_audio_files(company: Company):
     print(f"Downloading all audio files for: {company}..")
     for event in company.events():
         file_name = os.path.join(

earningscall-0.0.20/scripts/download_single_audio_file.py

@@ -0,0 +1,29 @@
+import argparse
+import os
+
+import earningscall  # noqa: F401
+from earningscall import get_company
+from earningscall.utils import configure_sane_logging
+
+# TODO: Set your API key here:
+# earningscall.api_key = "YOUR SECRET API KEY GOES HERE"
+
+
+parser = argparse.ArgumentParser(description='')
+parser.add_argument('--debug', action='store_true', help='Enable debug logs')
+parser.add_argument('--sp-500', action='store_true', help='Show S&P500 Companies')
+
+args = parser.parse_args()
+configure_sane_logging()
+
+
+directory = "audio_files"
+os.makedirs(directory, exist_ok=True)
+
+
+file_name = os.path.join(
+    directory,
+    "NASDAQ_META_2024_Q3.mp3",
+)
+company = get_company("meta")  # Lookup Meta, Inc by its ticker symbol, "META"
+company.download_audio_file(year=2024, quarter=3, file_name=file_name)

{earningscall-0.0.18 → earningscall-0.0.20}/scripts/download_sp500_audio_files.py

@@ -1,5 +1,8 @@
 import os
+
+import earningscall  # noqa: F401
 from earningscall import get_sp500_companies
+from earningscall.company import Company
 
 # TODO: Set your API key here:
 # earningscall.api_key = "YOUR SECRET API KEY GOES HERE"
@@ -8,7 +11,7 @@ directory = "audio_files"
 os.makedirs(directory, exist_ok=True)
 
 
-def download_audio_files(company):
+def download_audio_files(company: Company):
     print(f"Downloading all audio files for: {company}..")
     for event in company.events():
         file_name = os.path.join(

earningscall-0.0.20/scripts/get_single_transcript.py

@@ -0,0 +1,13 @@
+import earningscall  # noqa: F401
+
+from earningscall import get_company
+
+
+# TODO: Set your API key here:
+# earningscall.api_key = "YOUR SECRET API KEY GOES HERE"
+
+
+company = get_company("aapl")
+
+transcript = company.get_transcript(year=2021, quarter=3, level=4)
+print(f"{company} Q3 2021 Transcript Text: \"{transcript.text[:100]}...\"")

{earningscall-0.0.18 → earningscall-0.0.20}/scripts/list_companies.py

@@ -4,7 +4,6 @@ import logging
 from earningscall import get_all_companies, get_sp500_companies
 from earningscall.utils import configure_sane_logging
 
-
 parser = argparse.ArgumentParser(description='')
 parser.add_argument('--debug', action='store_true', help='Enable debug logs')
 parser.add_argument('--sp-500', action='store_true', help='Show S&P500 Companies')