equity-aggregator 0.1.8__tar.gz → 1.0.1__tar.gz

{equity_aggregator-0.1.8 → equity_aggregator-1.0.1}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: equity-aggregator
-Version: 0.1.8
+Version: 1.0.1
 Summary: Financial equity data aggregation toolkit
 Project-URL: Homepage, https://github.com/gregorykelleher/equity-aggregator
 Project-URL: Repository, https://github.com/gregorykelleher/equity-aggregator

{equity_aggregator-0.1.8 → equity_aggregator-1.0.1}/pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "equity-aggregator"
-version = "0.1.8"
+version = "1.0.1"
 description = "Financial equity data aggregation toolkit"
 readme = "README.md"
 license = "MIT"

{equity_aggregator-0.1.8 → equity_aggregator-1.0.1}/src/equity_aggregator/adapters/data_sources/enrichment_feeds/yfinance/_utils/fuzzy.py

@@ -70,6 +70,14 @@ def _score_quote(
     `name_key`) and the expected name. Applies minimum score thresholds to prevent
     matching completely unrelated equities.
 
+    Note:
+        Symbol comparison uses `partial_ratio` rather than `ratio` because
+        exchange symbols follow a `[prefix]ROOT[.suffix]` pattern (e.g.
+        `MELE.BR` vs `2MELE`). `partial_ratio` aligns the shorter string
+        against the best-matching substring of the longer one, effectively
+        matching on the shared root symbol regardless of exchange-specific
+        decoration.
+
     Args:
         quote (dict): The quote dictionary containing at least a "symbol" key and
             a name field specified by `name_key`.
@@ -80,12 +88,12 @@ def _score_quote(
     Returns:
         tuple[int, str, str]: A tuple of (total_score, actual_symbol, actual_name),
             where total_score is the sum of the symbol and name fuzzy scores.
-            Returns (0, symbol, name) if either score is below the minimum threshold.
+            Returns (0, symbol, name) if either score is below its minimum threshold.
     """
     actual_symbol = quote["symbol"]
     actual_name = quote.get(name_key, "<no-name>")
 
-    symbol_score = fuzz.ratio(
+    symbol_score = fuzz.partial_ratio(
         actual_symbol,
         expected_symbol,
         processor=utils.default_process,

{equity_aggregator-0.1.8 → equity_aggregator-1.0.1}/tests/unit/adapters/data_sources/enrichment_feeds/yfinance/_utils/test_fuzzy.py

@@ -86,7 +86,7 @@ def test_score_quote_total_matches_component_sum() -> None:
         expected_name="Microsoft Corporation",
     )
 
-    symbol_score = fuzz.ratio(symbol, "MSFT", processor=rf_utils.default_process)
+    symbol_score = fuzz.partial_ratio(symbol, "MSFT", processor=rf_utils.default_process)
     name_score = fuzz.WRatio(
         name,
         "Microsoft Corporation",
@@ -94,3 +94,68 @@ def test_score_quote_total_matches_component_sum() -> None:
     )
 
     assert total == symbol_score + name_score
+
+
+def test_score_quote_accepts_cross_exchange_symbol_variant() -> None:
+    """
+    ARRANGE: quote with exchange-decorated symbol (MELE.BR) vs prefixed symbol (2MELE)
+    ACT:     call _score_quote
+    ASSERT:  total_score is non-zero (shared root symbol matched via partial_ratio)
+    """
+
+    quote = {"symbol": "MELE.BR", "longname": "Melexis NV"}
+    total, _, _ = _score_quote(
+        quote=quote,
+        name_key="longname",
+        expected_symbol="2MELE",
+        expected_name="MELEXIS NV",
+    )
+
+    assert total > 0
+
+
+def test_score_quote_rejects_when_name_score_below_threshold() -> None:
+    """
+    ARRANGE: quote where the name has no similarity to expected name
+    ACT:     call _score_quote
+    ASSERT:  total_score is zero (candidate rejected)
+    """
+
+    quote = {"symbol": "MELE.BR", "longname": "Unrelated Corp"}
+    total, _, _ = _score_quote(
+        quote=quote,
+        name_key="longname",
+        expected_symbol="2MELE",
+        expected_name="MELEXIS NV",
+    )
+
+    assert total == 0
+
+
+def test_score_quote_substring_symbol_with_similar_name_is_not_rejected() -> None:
+    """
+    ARRANGE: quote whose symbol is a superstring of the expected symbol
+             AND whose name is similar (META/MET, MetLife/Meta Platforms)
+    ACT:     call _score_quote
+    ASSERT:  total_score is non-zero — partial_ratio cannot distinguish these
+             by symbol alone; the caller's min_score ranking ensures the exact
+             match (MET) outscores the substring match (META)
+
+    Note:
+        This is a known limitation of partial_ratio for very short symbols.
+        It is not a regression: fuzz.ratio("META", "MET") = 85.7, which also
+        clears the score_cutoff=70 gate. The name gate (WRatio) is the primary
+        discriminator, but when two companies share a lexical root (Met-) it
+        cannot distinguish them either. In practice, ISIN lookups return the
+        correct ticker, so the exact match ranks first.
+    """
+
+    quote = {"symbol": "META", "longname": "Meta Platforms Inc"}
+    total, _, _ = _score_quote(
+        quote=quote,
+        name_key="longname",
+        expected_symbol="MET",
+        expected_name="MetLife Inc",
+    )
+
+    assert total > 0

{equity_aggregator-0.1.8 → equity_aggregator-1.0.1}/uv.lock

@@ -160,7 +160,7 @@ wheels = [
 
 [[package]]
 name = "equity-aggregator"
-version = "0.1.8"
+version = "1.0.1"
 source = { editable = "." }
 dependencies = [
     { name = "httpx", extra = ["http2"] },