kensho-kfinance 2.7.0__py3-none-any.whl → 2.8.0__py3-none-any.whl

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  1. {kensho_kfinance-2.7.0.dist-info → kensho_kfinance-2.8.0.dist-info}/METADATA +1 -1
  2. kensho_kfinance-2.8.0.dist-info/RECORD +70 -0
  3. kfinance/CHANGELOG.md +3 -0
  4. kfinance/decimal_with_unit.py +78 -0
  5. kfinance/fetch.py +15 -16
  6. kfinance/kfinance.py +40 -44
  7. kfinance/meta_classes.py +28 -27
  8. kfinance/models/business_relationship_models.py +26 -0
  9. kfinance/models/capitalization_models.py +90 -0
  10. kfinance/models/competitor_models.py +13 -0
  11. kfinance/models/currency_models.py +345 -0
  12. kfinance/models/date_and_period_models.py +48 -0
  13. kfinance/models/id_models.py +7 -0
  14. kfinance/models/industry_models.py +12 -0
  15. kfinance/{constants.py → models/line_item_models.py} +1 -165
  16. kfinance/models/permission_models.py +15 -0
  17. kfinance/models/price_models.py +70 -0
  18. kfinance/models/segment_models.py +8 -0
  19. kfinance/models/statement_models.py +9 -0
  20. kfinance/tests/test_batch_requests.py +61 -31
  21. kfinance/tests/test_client.py +1 -1
  22. kfinance/tests/test_decimal_with_unit.py +60 -0
  23. kfinance/tests/test_example_notebook.py +1 -0
  24. kfinance/tests/test_fetch.py +23 -12
  25. kfinance/tests/test_models/__init__.py +0 -0
  26. kfinance/tests/test_models/test_capitalization_models.py +83 -0
  27. kfinance/tests/test_models/test_price_models.py +58 -0
  28. kfinance/tests/test_objects.py +29 -23
  29. kfinance/tests/test_tools.py +35 -11
  30. kfinance/tool_calling/get_advisors_for_company_in_transaction_from_identifier.py +1 -1
  31. kfinance/tool_calling/get_business_relationship_from_identifier.py +2 -1
  32. kfinance/tool_calling/get_capitalization_from_identifier.py +4 -5
  33. kfinance/tool_calling/get_competitors_from_identifier.py +2 -1
  34. kfinance/tool_calling/get_cusip_from_ticker.py +1 -1
  35. kfinance/tool_calling/get_earnings.py +1 -1
  36. kfinance/tool_calling/get_financial_line_item_from_identifier.py +3 -1
  37. kfinance/tool_calling/get_financial_statement_from_identifier.py +3 -1
  38. kfinance/tool_calling/get_history_metadata_from_identifier.py +2 -1
  39. kfinance/tool_calling/get_info_from_identifier.py +1 -1
  40. kfinance/tool_calling/get_isin_from_ticker.py +1 -1
  41. kfinance/tool_calling/get_latest.py +2 -1
  42. kfinance/tool_calling/get_latest_earnings.py +1 -1
  43. kfinance/tool_calling/get_merger_info_from_transaction_id.py +1 -1
  44. kfinance/tool_calling/get_mergers_from_identifier.py +1 -1
  45. kfinance/tool_calling/get_n_quarters_ago.py +2 -1
  46. kfinance/tool_calling/get_next_earnings.py +1 -1
  47. kfinance/tool_calling/get_prices_from_identifier.py +4 -3
  48. kfinance/tool_calling/get_segments_from_identifier.py +3 -1
  49. kfinance/tool_calling/get_transcript.py +1 -1
  50. kfinance/tool_calling/resolve_identifier.py +1 -1
  51. kfinance/tool_calling/shared_models.py +1 -1
  52. kfinance/version.py +2 -2
  53. kensho_kfinance-2.7.0.dist-info/RECORD +0 -54
  54. {kensho_kfinance-2.7.0.dist-info → kensho_kfinance-2.8.0.dist-info}/WHEEL +0 -0
  55. {kensho_kfinance-2.7.0.dist-info → kensho_kfinance-2.8.0.dist-info}/licenses/AUTHORS.md +0 -0
  56. {kensho_kfinance-2.7.0.dist-info → kensho_kfinance-2.8.0.dist-info}/licenses/LICENSE +0 -0
  57. {kensho_kfinance-2.7.0.dist-info → kensho_kfinance-2.8.0.dist-info}/top_level.txt +0 -0
  58. /kfinance/{tests/scratch.py → models/__init__.py} +0 -0
@@ -0,0 +1,345 @@
1
+ from dataclasses import dataclass
2
+
3
+
4
+ @dataclass
5
+ class Currency:
6
+ """Follows ISO 4217"""
7
+
8
+ code: str
9
+ num: int
10
+ conventional_decimals: int
11
+ name: str
12
+ symbol: str | None
13
+
14
+
15
+ CURRENCIES = [
16
+ Currency(
17
+ code="AED",
18
+ num=784,
19
+ conventional_decimals=2,
20
+ name="United Arab Emirates dirham",
21
+ symbol=None,
22
+ ),
23
+ Currency(code="AFN", num=971, conventional_decimals=2, name="Afghan afghani", symbol="\u060b"),
24
+ Currency(code="ALL", num=8, conventional_decimals=2, name="Albanian lek", symbol="Lek"),
25
+ Currency(code="AMD", num=51, conventional_decimals=2, name="Armenian dram", symbol="\u058f"),
26
+ Currency(code="AOA", num=973, conventional_decimals=2, name="Angolan kwanza", symbol="Kz"),
27
+ Currency(code="ARS", num=32, conventional_decimals=2, name="Argentine peso", symbol="Arg$"),
28
+ Currency(code="AUD", num=36, conventional_decimals=2, name="Australian dollar", symbol="A$"),
29
+ Currency(code="AWG", num=533, conventional_decimals=2, name="Aruban florin", symbol="\u0192"),
30
+ Currency(
31
+ code="AZN", num=944, conventional_decimals=2, name="Azerbaijani manat", symbol="\u20bc"
32
+ ),
33
+ Currency(
34
+ code="BAM",
35
+ num=977,
36
+ conventional_decimals=2,
37
+ name="Bosnia and Herzegovina convertible mark",
38
+ symbol="KM",
39
+ ),
40
+ Currency(code="BBD", num=52, conventional_decimals=2, name="Barbados dollar", symbol="Bds$"),
41
+ Currency(code="BDT", num=50, conventional_decimals=2, name="Bangladeshi taka", symbol="\u09f3"),
42
+ Currency(code="BGN", num=975, conventional_decimals=2, name="Bulgarian lev", symbol="lev"),
43
+ Currency(code="BHD", num=48, conventional_decimals=3, name="Bahraini dinar", symbol="BD"),
44
+ Currency(code="BIF", num=108, conventional_decimals=0, name="Burundian franc", symbol="FBu"),
45
+ Currency(code="BMD", num=60, conventional_decimals=2, name="Bermudian dollar", symbol="Ber$"),
46
+ Currency(code="BND", num=96, conventional_decimals=2, name="Brunei dollar", symbol="B$"),
47
+ Currency(code="BOB", num=68, conventional_decimals=2, name="Boliviano", symbol="Bs"),
48
+ Currency(
49
+ code="BOV",
50
+ num=984,
51
+ conventional_decimals=2,
52
+ name="Bolivian Mvdol (funds code),",
53
+ symbol=None,
54
+ ),
55
+ Currency(code="BRL", num=986, conventional_decimals=2, name="Brazilian real", symbol="R$"),
56
+ Currency(code="BSD", num=44, conventional_decimals=2, name="Bahamian dollar", symbol="B$"),
57
+ Currency(code="BTN", num=64, conventional_decimals=2, name="Bhutanese ngultrum", symbol="Nu"),
58
+ Currency(code="BWP", num=72, conventional_decimals=2, name="Botswana pula", symbol="P"),
59
+ Currency(code="BYN", num=933, conventional_decimals=2, name="Belarusian ruble", symbol="R"),
60
+ Currency(code="BZD", num=84, conventional_decimals=2, name="Belize dollar", symbol="BZ$"),
61
+ Currency(code="CAD", num=124, conventional_decimals=2, name="Canadian dollar", symbol="C$"),
62
+ Currency(code="CDF", num=976, conventional_decimals=2, name="Congolese franc", symbol="FC"),
63
+ Currency(code="CHE", num=947, conventional_decimals=2, name="WIR franc", symbol=None),
64
+ Currency(code="CHF", num=756, conventional_decimals=2, name="Swiss franc", symbol="SFr"),
65
+ Currency(code="CHW", num=948, conventional_decimals=2, name="WIR franc", symbol=None),
66
+ Currency(
67
+ code="CLF",
68
+ num=990,
69
+ conventional_decimals=4,
70
+ name="Unidad de Fomento (funds code),",
71
+ symbol=None,
72
+ ),
73
+ Currency(code="CLP", num=152, conventional_decimals=0, name="Chilean peso", symbol="Ch$"),
74
+ Currency(code="CNY", num=156, conventional_decimals=2, name="Renminbi", symbol="CN\u00a5"),
75
+ Currency(code="COP", num=170, conventional_decimals=2, name="Colombian peso", symbol="Col$"),
76
+ Currency(
77
+ code="COU",
78
+ num=970,
79
+ conventional_decimals=2,
80
+ name="Unidad de Valor Real (UVR), (funds code),",
81
+ symbol=None,
82
+ ),
83
+ Currency(
84
+ code="CRC", num=188, conventional_decimals=2, name="Costa Rican colon", symbol="\u20a1"
85
+ ),
86
+ Currency(code="CUP", num=192, conventional_decimals=2, name="Cuban peso", symbol="Cu$"),
87
+ Currency(code="CVE", num=132, conventional_decimals=2, name="Cape Verdean escudo", symbol=None),
88
+ Currency(code="CZK", num=203, conventional_decimals=2, name="Czech koruna", symbol="K\u010d"),
89
+ Currency(code="DJF", num=262, conventional_decimals=0, name="Djiboutian franc", symbol="DF"),
90
+ Currency(code="DKK", num=208, conventional_decimals=2, name="Danish krone", symbol="kr"),
91
+ Currency(code="DOP", num=214, conventional_decimals=2, name="Dominican peso", symbol="RD$"),
92
+ Currency(code="DZD", num=12, conventional_decimals=2, name="Algerian dinar", symbol="DA"),
93
+ Currency(code="EGP", num=818, conventional_decimals=2, name="Egyptian pound", symbol="\u00a3E"),
94
+ Currency(code="ERN", num=232, conventional_decimals=2, name="Eritrean nakfa", symbol="Nfk"),
95
+ Currency(code="ETB", num=230, conventional_decimals=2, name="Ethiopian birr", symbol="Br"),
96
+ Currency(code="EUR", num=978, conventional_decimals=2, name="Euro", symbol="\u20ac"),
97
+ Currency(code="FJD", num=242, conventional_decimals=2, name="Fiji dollar", symbol="FJ$"),
98
+ Currency(
99
+ code="FKP", num=238, conventional_decimals=2, name="Falkland Islands pound", symbol="\u00a3"
100
+ ),
101
+ Currency(code="GBP", num=826, conventional_decimals=2, name="Pound sterling", symbol="\u00a3"),
102
+ Currency(code="GEL", num=981, conventional_decimals=2, name="Georgian lari", symbol="\u20be"),
103
+ Currency(code="GHS", num=936, conventional_decimals=2, name="Ghanaian cedi", symbol="\u20bf"),
104
+ Currency(code="GIP", num=292, conventional_decimals=2, name="Gibraltar pound", symbol="\u00a3"),
105
+ Currency(code="GMD", num=270, conventional_decimals=2, name="Gambian dalasi", symbol="D"),
106
+ Currency(code="GNF", num=324, conventional_decimals=0, name="Guinean franc", symbol="FG"),
107
+ Currency(code="GTQ", num=320, conventional_decimals=2, name="Guatemalan quetzal", symbol="Q"),
108
+ Currency(code="GYD", num=328, conventional_decimals=2, name="Guyanese dollar", symbol="G$"),
109
+ Currency(code="HKD", num=344, conventional_decimals=2, name="Hong Kong dollar", symbol="HK$"),
110
+ Currency(code="HNL", num=340, conventional_decimals=2, name="Honduran lempira", symbol="L"),
111
+ Currency(code="HTG", num=332, conventional_decimals=2, name="Haitian gourde", symbol="G"),
112
+ Currency(code="HUF", num=348, conventional_decimals=2, name="Hungarian forint", symbol="Ft"),
113
+ Currency(code="IDR", num=360, conventional_decimals=2, name="Indonesian rupiah", symbol="Rp"),
114
+ Currency(
115
+ code="ILS", num=376, conventional_decimals=2, name="Israeli new shekel", symbol="\u20aa"
116
+ ),
117
+ Currency(code="INR", num=356, conventional_decimals=2, name="Indian rupee", symbol="\u20b9"),
118
+ Currency(code="IQD", num=368, conventional_decimals=3, name="Iraqi dinar", symbol="ID"),
119
+ Currency(code="IRR", num=364, conventional_decimals=2, name="Iranian rial", symbol="\ufdfc"),
120
+ Currency(code="ISK", num=352, conventional_decimals=0, name="Icelandic króna", symbol="kr"),
121
+ Currency(code="JMD", num=388, conventional_decimals=2, name="Jamaican dollar", symbol="J$"),
122
+ Currency(code="JOD", num=400, conventional_decimals=3, name="Jordanian dinar", symbol="JD"),
123
+ Currency(code="JPY", num=392, conventional_decimals=0, name="Japanese yen", symbol="\u00a5"),
124
+ Currency(code="KES", num=404, conventional_decimals=2, name="Kenyan shilling", symbol="KSh"),
125
+ Currency(code="KGS", num=417, conventional_decimals=2, name="Kyrgyzstani som", symbol="\u20c0"),
126
+ Currency(code="KHR", num=116, conventional_decimals=2, name="Cambodian riel", symbol="\u17db"),
127
+ Currency(code="KMF", num=174, conventional_decimals=0, name="Comoro franc", symbol="FC"),
128
+ Currency(
129
+ code="KPW", num=408, conventional_decimals=2, name="North Korean won", symbol="\u20a9"
130
+ ),
131
+ Currency(
132
+ code="KRW", num=410, conventional_decimals=0, name="South Korean won", symbol="\u20a9"
133
+ ),
134
+ Currency(code="KWD", num=414, conventional_decimals=3, name="Kuwaiti dinar", symbol="KD"),
135
+ Currency(
136
+ code="KYD", num=136, conventional_decimals=2, name="Cayman Islands dollar", symbol="CI$"
137
+ ),
138
+ Currency(
139
+ code="KZT", num=398, conventional_decimals=2, name="Kazakhstani tenge", symbol="\u20b8"
140
+ ),
141
+ Currency(code="LAK", num=418, conventional_decimals=2, name="Lao kip", symbol="\u20ad "),
142
+ Currency(code="LBP", num=422, conventional_decimals=2, name="Lebanese pound", symbol="LL"),
143
+ Currency(
144
+ code="LKR", num=144, conventional_decimals=2, name="Sri Lankan rupee", symbol="\u20a8"
145
+ ),
146
+ Currency(code="LRD", num=430, conventional_decimals=2, name="Liberian dollar", symbol="L$"),
147
+ Currency(code="LSL", num=426, conventional_decimals=2, name="Lesotho loti", symbol="L"),
148
+ Currency(code="LYD", num=434, conventional_decimals=3, name="Libyan dinar", symbol="LD"),
149
+ Currency(code="MAD", num=504, conventional_decimals=2, name="Moroccan dirham", symbol="Dh"),
150
+ Currency(code="MDL", num=498, conventional_decimals=2, name="Moldovan leu", symbol="L"),
151
+ Currency(code="MGA", num=969, conventional_decimals=2, name="Malagasy ariary", symbol="Ar"),
152
+ Currency(code="MKD", num=807, conventional_decimals=2, name="Macedonian denar", symbol="DEN"),
153
+ Currency(code="MMK", num=104, conventional_decimals=2, name="Myanmar kyat", symbol="K"),
154
+ Currency(
155
+ code="MNT", num=496, conventional_decimals=2, name="Mongolian tögrög", symbol="\u20ae"
156
+ ),
157
+ Currency(code="MOP", num=446, conventional_decimals=2, name="Macanese pataca", symbol="$"),
158
+ Currency(code="MRU", num=929, conventional_decimals=2, name="Mauritanian ouguiya", symbol="UM"),
159
+ Currency(code="MUR", num=480, conventional_decimals=2, name="Mauritian rupee", symbol="\u20a8"),
160
+ Currency(code="MVR", num=462, conventional_decimals=2, name="Maldivian rufiyaa", symbol="Rf"),
161
+ Currency(code="MWK", num=454, conventional_decimals=2, name="Malawian kwacha", symbol="MK"),
162
+ Currency(code="MXN", num=484, conventional_decimals=2, name="Mexican peso", symbol="Mex$"),
163
+ Currency(
164
+ code="MXV",
165
+ num=979,
166
+ conventional_decimals=2,
167
+ name="Mexican Unidad de Inversion (UDI), (funds code),",
168
+ symbol=None,
169
+ ),
170
+ Currency(code="MYR", num=458, conventional_decimals=2, name="Malaysian ringgit", symbol="RM"),
171
+ Currency(code="MZN", num=943, conventional_decimals=2, name="Mozambican metical", symbol="Mt"),
172
+ Currency(code="NAD", num=516, conventional_decimals=2, name="Namibian dollar", symbol="N$"),
173
+ Currency(code="NGN", num=566, conventional_decimals=2, name="Nigerian naira", symbol="\u20a6"),
174
+ Currency(code="NIO", num=558, conventional_decimals=2, name="Nicaraguan córdoba", symbol="C$"),
175
+ Currency(code="NOK", num=578, conventional_decimals=2, name="Norwegian krone", symbol="kr"),
176
+ Currency(code="NPR", num=524, conventional_decimals=2, name="Nepalese rupee", symbol="\u20b9"),
177
+ Currency(code="NZD", num=554, conventional_decimals=2, name="New Zealand dollar", symbol="$NZ"),
178
+ Currency(code="OMR", num=512, conventional_decimals=3, name="Omani rial", symbol="RO"),
179
+ Currency(code="PAB", num=590, conventional_decimals=2, name="Panamanian balboa", symbol="B/."),
180
+ Currency(code="PEN", num=604, conventional_decimals=2, name="Peruvian sol", symbol="S/"),
181
+ Currency(
182
+ code="PGK", num=598, conventional_decimals=2, name="Papua New Guinean kina", symbol="K"
183
+ ),
184
+ Currency(code="PHP", num=608, conventional_decimals=2, name="Philippine peso", symbol="\u20b1"),
185
+ Currency(code="PKR", num=586, conventional_decimals=2, name="Pakistani rupee", symbol="Pre"),
186
+ Currency(code="PLN", num=985, conventional_decimals=2, name="Polish złoty", symbol="z\u0142"),
187
+ Currency(
188
+ code="PYG", num=600, conventional_decimals=0, name="Paraguayan guaraní", symbol="\u20b2"
189
+ ),
190
+ Currency(code="QAR", num=634, conventional_decimals=2, name="Qatari riyal", symbol="QR"),
191
+ Currency(code="RON", num=946, conventional_decimals=2, name="Romanian leu", symbol=None),
192
+ Currency(code="RSD", num=941, conventional_decimals=2, name="Serbian dinar", symbol="DIN"),
193
+ Currency(code="RUB", num=643, conventional_decimals=2, name="Russian ruble", symbol="\u20bd"),
194
+ Currency(code="RWF", num=646, conventional_decimals=0, name="Rwandan franc", symbol="FRw"),
195
+ Currency(code="SAR", num=682, conventional_decimals=2, name="Saudi riyal", symbol="\u20c2"),
196
+ Currency(
197
+ code="SBD", num=90, conventional_decimals=2, name="Solomon Islands dollar", symbol="SI$"
198
+ ),
199
+ Currency(code="SCR", num=690, conventional_decimals=2, name="Seychelles rupee", symbol="Sre"),
200
+ Currency(code="SDG", num=938, conventional_decimals=2, name="Sudanese pound", symbol="LS"),
201
+ Currency(code="SEK", num=752, conventional_decimals=2, name="Swedish krona", symbol="kr"),
202
+ Currency(code="SGD", num=702, conventional_decimals=2, name="Singapore dollar", symbol="S$"),
203
+ Currency(
204
+ code="SHP", num=654, conventional_decimals=2, name="Saint Helena pound", symbol="\u00a3"
205
+ ),
206
+ Currency(
207
+ code="SLE", num=925, conventional_decimals=2, name="Sierra Leonean leone", symbol="Le"
208
+ ),
209
+ Currency(
210
+ code="SOS", num=706, conventional_decimals=2, name="Somalian shilling", symbol="Sh.So."
211
+ ),
212
+ Currency(code="SRD", num=968, conventional_decimals=2, name="Surinamese dollar", symbol=None),
213
+ Currency(
214
+ code="SSP", num=728, conventional_decimals=2, name="South Sudanese pound", symbol="SSP"
215
+ ),
216
+ Currency(
217
+ code="STN",
218
+ num=930,
219
+ conventional_decimals=2,
220
+ name="São Tomé and Príncipe dobra",
221
+ symbol="Db",
222
+ ),
223
+ Currency(
224
+ code="SVC", num=222, conventional_decimals=2, name="Salvadoran colón", symbol="\u20a1"
225
+ ),
226
+ Currency(code="SYP", num=760, conventional_decimals=2, name="Syrian pound", symbol="LS"),
227
+ Currency(code="SZL", num=748, conventional_decimals=2, name="Swazi lilangeni", symbol="E"),
228
+ Currency(code="THB", num=764, conventional_decimals=2, name="Thai baht", symbol="\u0e3f"),
229
+ Currency(code="TJS", num=972, conventional_decimals=2, name="Tajikistani somoni", symbol="SM"),
230
+ Currency(
231
+ code="TMT", num=934, conventional_decimals=2, name="Turkmenistan manat", symbol="\u20bc"
232
+ ),
233
+ Currency(code="TND", num=788, conventional_decimals=3, name="Tunisian dinar", symbol="DT"),
234
+ Currency(code="TOP", num=776, conventional_decimals=2, name="Tongan paʻanga", symbol="T$"),
235
+ Currency(code="TRY", num=949, conventional_decimals=2, name="Turkish lira", symbol="\u20ba"),
236
+ Currency(
237
+ code="TTD",
238
+ num=780,
239
+ conventional_decimals=2,
240
+ name="Trinidad and Tobago dollar",
241
+ symbol="TT$",
242
+ ),
243
+ Currency(code="TWD", num=901, conventional_decimals=2, name="New Taiwan dollar", symbol="NT$"),
244
+ Currency(code="TZS", num=834, conventional_decimals=2, name="Tanzanian shilling", symbol="TSh"),
245
+ Currency(
246
+ code="UAH", num=980, conventional_decimals=2, name="Ukrainian hryvnia", symbol="\u20b4"
247
+ ),
248
+ Currency(code="UGX", num=800, conventional_decimals=0, name="Ugandan shilling", symbol="Ush"),
249
+ Currency(code="USD", num=840, conventional_decimals=2, name="United States dollar", symbol="$"),
250
+ Currency(
251
+ code="USN",
252
+ num=997,
253
+ conventional_decimals=2,
254
+ name="United States dollar (next day),",
255
+ symbol="$",
256
+ ),
257
+ Currency(
258
+ code="UYI",
259
+ num=940,
260
+ conventional_decimals=0,
261
+ name="Uruguay Peso en Unidades Indexadas (URUIURUI), (funds code),",
262
+ symbol=None,
263
+ ),
264
+ Currency(code="UYU", num=858, conventional_decimals=2, name="Uruguayan peso", symbol="$U"),
265
+ Currency(code="UYW", num=927, conventional_decimals=4, name="Unidad previsional", symbol=None),
266
+ Currency(code="UZS", num=860, conventional_decimals=2, name="Uzbekistani sum", symbol="sum"),
267
+ Currency(
268
+ code="VED", num=926, conventional_decimals=2, name="Venezuelan digital bolívar", symbol="Bs"
269
+ ),
270
+ Currency(
271
+ code="VES",
272
+ num=928,
273
+ conventional_decimals=2,
274
+ name="Venezuelan sovereign bolívar",
275
+ symbol="Bs",
276
+ ),
277
+ Currency(code="VND", num=704, conventional_decimals=0, name="Vietnamese đồng", symbol="\u20ab"),
278
+ Currency(code="VUV", num=548, conventional_decimals=0, name="Vanuatu vatu", symbol="VT"),
279
+ Currency(code="WST", num=882, conventional_decimals=2, name="Samoan tala", symbol="WS$"),
280
+ Currency(code="XAF", num=950, conventional_decimals=0, name="CFA franc BEAC", symbol=None),
281
+ Currency(code="XAG", num=961, conventional_decimals=3, name="Silver", symbol=None),
282
+ Currency(code="XAU", num=959, conventional_decimals=3, name="Gold", symbol=None),
283
+ Currency(
284
+ code="XBA",
285
+ num=955,
286
+ conventional_decimals=3,
287
+ name="European Composite Unit (EURCO), (bond market unit),",
288
+ symbol=None,
289
+ ),
290
+ Currency(
291
+ code="XBB",
292
+ num=956,
293
+ conventional_decimals=3,
294
+ name="European Monetary Unit (E.M.U.-6), (bond market unit),",
295
+ symbol=None,
296
+ ),
297
+ Currency(
298
+ code="XBC",
299
+ num=957,
300
+ conventional_decimals=3,
301
+ name="European Unit of Account 9 (E.U.A.-9), (bond market unit),",
302
+ symbol=None,
303
+ ),
304
+ Currency(
305
+ code="XBD",
306
+ num=958,
307
+ conventional_decimals=3,
308
+ name="European Unit of Account 17 (E.U.A.-17), (bond market unit),",
309
+ symbol=None,
310
+ ),
311
+ Currency(
312
+ code="XCD", num=951, conventional_decimals=2, name="East Caribbean dollar", symbol="EC$"
313
+ ),
314
+ Currency(
315
+ code="XCG",
316
+ num=532,
317
+ conventional_decimals=2,
318
+ name="Netherlands Antillean guilder",
319
+ symbol="\u0192",
320
+ ),
321
+ Currency(
322
+ code="XDR", num=960, conventional_decimals=3, name="Special drawing rights", symbol=None
323
+ ),
324
+ Currency(code="XOF", num=952, conventional_decimals=0, name="CFA franc BCEAO", symbol=None),
325
+ Currency(code="XPD", num=964, conventional_decimals=3, name="Palladium", symbol=None),
326
+ Currency(
327
+ code="XPF",
328
+ num=953,
329
+ conventional_decimals=0,
330
+ name="CFP franc (franc Pacifique),",
331
+ symbol="F",
332
+ ),
333
+ Currency(code="XPT", num=962, conventional_decimals=3, name="Platinum", symbol=None),
334
+ Currency(code="XSU", num=994, conventional_decimals=3, name="SUCRE", symbol=None),
335
+ Currency(
336
+ code="XTS", num=963, conventional_decimals=3, name="Code reserved for testing", symbol=None
337
+ ),
338
+ Currency(code="XUA", num=965, conventional_decimals=3, name="ADB Unit of Account", symbol=None),
339
+ Currency(code="XXX", num=999, conventional_decimals=3, name="No currency", symbol=None),
340
+ Currency(code="YER", num=886, conventional_decimals=2, name="Yemeni rial", symbol="Yrl"),
341
+ Currency(code="ZAR", num=710, conventional_decimals=2, name="South African rand", symbol="R"),
342
+ Currency(code="ZMW", num=967, conventional_decimals=2, name="Zambian kwacha", symbol="K"),
343
+ Currency(code="ZWG", num=924, conventional_decimals=2, name="Zimbabwe Gold", symbol="ZiG"),
344
+ ]
345
+ ISO_CODE_TO_CURRENCY = {c.code: c for c in CURRENCIES}
@@ -0,0 +1,48 @@
1
+ from typing import TypedDict
2
+
3
+ from strenum import StrEnum
4
+
5
+
6
+ class PeriodType(StrEnum):
7
+ """The period type"""
8
+
9
+ annual = "annual"
10
+ quarterly = "quarterly"
11
+ ltm = "ltm"
12
+ ytd = "ytd"
13
+
14
+
15
+ class Periodicity(StrEnum):
16
+ """The frequency or interval at which the historical data points are sampled or aggregated. Periodicity is not the same as the date range. The date range specifies the time span over which the data is retrieved, while periodicity determines how the data within that date range is aggregated."""
17
+
18
+ day = "day"
19
+ week = "week"
20
+ month = "month"
21
+ year = "year"
22
+
23
+
24
+ class YearAndQuarter(TypedDict):
25
+ year: int
26
+ quarter: int
27
+
28
+
29
+ class LatestAnnualPeriod(TypedDict):
30
+ latest_year: int
31
+
32
+
33
+ class LatestQuarterlyPeriod(TypedDict):
34
+ latest_quarter: int
35
+ latest_year: int
36
+
37
+
38
+ class CurrentPeriod(TypedDict):
39
+ current_year: int
40
+ current_quarter: int
41
+ current_month: int
42
+ current_date: str
43
+
44
+
45
+ class LatestPeriods(TypedDict):
46
+ annual: LatestAnnualPeriod
47
+ quarterly: LatestQuarterlyPeriod
48
+ now: CurrentPeriod
@@ -0,0 +1,7 @@
1
+ from typing import NamedTuple
2
+
3
+
4
+ class IdentificationTriple(NamedTuple):
5
+ trading_item_id: int
6
+ security_id: int
7
+ company_id: int
@@ -0,0 +1,12 @@
1
+ from strenum import StrEnum
2
+
3
+
4
+ class IndustryClassification(StrEnum):
5
+ sic = "sic"
6
+ naics = "naics"
7
+ nace = "nace"
8
+ anzsic = "anzsic"
9
+ spcapiqetf = "spcapiqetf"
10
+ spratings = "spratings"
11
+ gics = "gics"
12
+ simple = "simple"
@@ -1,8 +1,5 @@
1
- from datetime import date
2
1
  from itertools import chain
3
- from typing import NamedTuple, TypedDict
4
-
5
- from strenum import StrEnum
2
+ from typing import TypedDict
6
3
 
7
4
 
8
5
  class LineItemType(TypedDict):
@@ -12,150 +9,6 @@ class LineItemType(TypedDict):
12
9
  spgi_name: str
13
10
 
14
11
 
15
- class HistoryMetadata(TypedDict):
16
- currency: str
17
- symbol: str
18
- exchange_name: str
19
- instrument_type: str
20
- first_trade_date: date
21
-
22
-
23
- class IdentificationTriple(NamedTuple):
24
- trading_item_id: int
25
- security_id: int
26
- company_id: int
27
-
28
-
29
- class Capitalization(StrEnum):
30
- """The capitalization type"""
31
-
32
- market_cap = "market_cap"
33
- tev = "tev"
34
- shares_outstanding = "shares_outstanding"
35
-
36
-
37
- class PeriodType(StrEnum):
38
- """The period type"""
39
-
40
- annual = "annual"
41
- quarterly = "quarterly"
42
- ltm = "ltm"
43
- ytd = "ytd"
44
-
45
-
46
- class Periodicity(StrEnum):
47
- """The frequency or interval at which the historical data points are sampled or aggregated. Periodicity is not the same as the date range. The date range specifies the time span over which the data is retrieved, while periodicity determines how the data within that date range is aggregated."""
48
-
49
- day = "day"
50
- week = "week"
51
- month = "month"
52
- year = "year"
53
-
54
-
55
- class StatementType(StrEnum):
56
- """The type of financial statement"""
57
-
58
- balance_sheet = "balance_sheet"
59
- income_statement = "income_statement"
60
- cashflow = "cashflow"
61
-
62
-
63
- class SegmentType(StrEnum):
64
- """The type of segment"""
65
-
66
- business = "business"
67
- geographic = "geographic"
68
-
69
-
70
- class BusinessRelationshipType(StrEnum):
71
- """The type of business relationship"""
72
-
73
- supplier = "supplier"
74
- customer = "customer"
75
- distributor = "distributor"
76
- franchisor = "franchisor"
77
- franchisee = "franchisee"
78
- landlord = "landlord"
79
- tenant = "tenant"
80
- licensor = "licensor"
81
- licensee = "licensee"
82
- creditor = "creditor"
83
- borrower = "borrower"
84
- lessor = "lessor"
85
- lessee = "lessee"
86
- strategic_alliance = "strategic_alliance"
87
- investor_relations_firm = "investor_relations_firm"
88
- investor_relations_client = "investor_relations_client"
89
- transfer_agent = "transfer_agent"
90
- transfer_agent_client = "transfer_agent_client"
91
- vendor = "vendor"
92
- client_services = "client_services"
93
-
94
-
95
- class Permission(StrEnum):
96
- EarningsPermission = "EarningsPermission"
97
- TranscriptsPermission = "TranscriptsPermission"
98
- GICSPermission = "GICSPermission"
99
- IDPermission = "IDPermission"
100
- ISCRSPermission = "ISCRSPermission"
101
- PricingPermission = "PricingPermission"
102
- RelationshipPermission = "RelationshipPermission"
103
- StatementsPermission = "StatementsPermission"
104
- SegmentsPermission = "SegmentsPermission"
105
- MergersPermission = "MergersPermission"
106
- CompetitorsPermission = "CompetitorsPermission"
107
-
108
-
109
- class CompetitorSource(StrEnum):
110
- """The source type of the competitor information: 'filing' (from SEC filings), 'key_dev' (from key developments), 'contact' (from contact relationships), 'third_party' (from third-party sources), 'self_identified' (self-identified), 'named_by_competitor' (from competitor's perspective)."""
111
-
112
- all = "all"
113
- filing = "filing"
114
- key_dev = "key_dev"
115
- contact = "contact"
116
- third_party = "third_party"
117
- self_identified = "self_identified"
118
- named_by_competitor = "named_by_competitor"
119
-
120
-
121
- class YearAndQuarter(TypedDict):
122
- year: int
123
- quarter: int
124
-
125
-
126
- class LatestAnnualPeriod(TypedDict):
127
- latest_year: int
128
-
129
-
130
- class LatestQuarterlyPeriod(TypedDict):
131
- latest_quarter: int
132
- latest_year: int
133
-
134
-
135
- class CurrentPeriod(TypedDict):
136
- current_year: int
137
- current_quarter: int
138
- current_month: int
139
- current_date: str
140
-
141
-
142
- class LatestPeriods(TypedDict):
143
- annual: LatestAnnualPeriod
144
- quarterly: LatestQuarterlyPeriod
145
- now: CurrentPeriod
146
-
147
-
148
- class IndustryClassification(StrEnum):
149
- sic = "sic"
150
- naics = "naics"
151
- nace = "nace"
152
- anzsic = "anzsic"
153
- spcapiqetf = "spcapiqetf"
154
- spratings = "spratings"
155
- gics = "gics"
156
- simple = "simple"
157
-
158
-
159
12
  # all of these values must be lower case keys
160
13
  LINE_ITEMS: list[LineItemType] = [
161
14
  {
@@ -1740,23 +1593,6 @@ LINE_ITEMS: list[LineItemType] = [
1740
1593
  "spgi_name": "Total Debt/Equity",
1741
1594
  },
1742
1595
  ]
1743
-
1744
-
1745
1596
  LINE_ITEM_NAMES_AND_ALIASES: list[str] = list(
1746
1597
  chain(*[[line_item["name"]] + list(line_item["aliases"]) for line_item in LINE_ITEMS])
1747
1598
  )
1748
-
1749
-
1750
- FINANCIAL_STATEMENTS: dict[str, int] = {
1751
- "income_statement": 1,
1752
- "balance_sheet": 2,
1753
- "cash_flow": 3,
1754
- }
1755
-
1756
- FINANCIAL_STATEMENTS_SYNONYMS: dict[str, int] = {
1757
- "is": 1,
1758
- "bs": 2,
1759
- "cf": 3,
1760
- "income_stmt": 1,
1761
- "cashflow": 3,
1762
- }
@@ -0,0 +1,15 @@
1
+ from strenum import StrEnum
2
+
3
+
4
+ class Permission(StrEnum):
5
+ CompetitorsPermission = "CompetitorsPermission"
6
+ EarningsPermission = "EarningsPermission"
7
+ GICSPermission = "GICSPermission"
8
+ IDPermission = "IDPermission"
9
+ ISCRSPermission = "ISCRSPermission"
10
+ MergersPermission = "MergersPermission"
11
+ PricingPermission = "PricingPermission"
12
+ RelationshipPermission = "RelationshipPermission"
13
+ SegmentsPermission = "SegmentsPermission"
14
+ StatementsPermission = "StatementsPermission"
15
+ TranscriptsPermission = "TranscriptsPermission"