neurostats-API 0.0.25rc1__py3-none-any.whl → 1.0.0rc1__py3-none-any.whl

neurostats_API/transformers/tej/finance_statement.py

@@ -0,0 +1,80 @@
+from .base import BaseTEJTransformer
+from neurostats_API.utils import StatsProcessor, NoCompanyError, NoDataError
+import pandas as pd
+
+
+class TEJFinanceStatementTransformer(BaseTEJTransformer):
+
+    def __init__(self, ticker, company_name, zone, target_column="Q"):
+        super().__init__(ticker, company_name, zone)
+        self.target_column = target_column
+
+        index_files = [
+            "tej_db/tej_db_index.yaml", "tej_db/tej_db_thousand_index.yaml",
+            "tej_db/tej_db_percent_index.yaml", "tej_db/tej_db_skip_index.yaml"
+        ]
+
+        self.index_dict, self.thousand_dict, self.percent_dict, skip_index_dict = [
+            StatsProcessor.load_yaml(file) for file in index_files
+        ]
+
+        self.check_index = set(self.index_dict.get("TWN/AINVFQ1", []))
+        self.skip_index = set(
+            self.percent_dict.get("TWN/AINVFQ1", []) + skip_index_dict.get("TWN/AINVFQ1", [])
+        )
+        self.thousand_index_list = list(
+            self.thousand_dict.get("TWN/AINVFQ1", [])
+        )
+        self.percent_index_list = list(self.percent_dict.get("TWN/AINVFQ1", []))
+
+    def process_transform(
+        self,
+        fetched_data,
+        start_date,
+        fetch_mode='QoQ',
+        use_cal=True,
+        indexes=None
+    ):
+        if (len(fetched_data) == 0):
+            raise NoDataError(f"No data found in collection: TEJ_finance_statement, ticker={self.ticker}")
+
+        target_season = fetched_data[-1]['season']
+        start_col = self._find_start_season(fetched_data, start_date)
+        fetched_data = self._process_data_to_tej_format(
+            fetched_data, target_key=self.target_column
+        )
+
+        if (indexes):
+            fetched_data = pd.DataFrame.from_dict(fetched_data)
+            fetched_data = fetched_data.loc[indexes, :]
+            fetched_data = fetched_data.to_dict()
+
+        if (fetch_mode == 'QoQ'):
+            data = self._get_QoQ_data(data=fetched_data, use_cal=use_cal)
+            data = data.iloc[:, start_col:]
+        else:
+            data = self._get_YoY_data(
+                data=fetched_data, target_season=target_season, use_cal=use_cal
+            )
+
+            data = data.iloc[:, start_col:]
+            target_season_col = data.columns.str.endswith(f"{target_season}")
+            data = data.loc[:, target_season_col]
+
+        return data
+
+    def _find_start_season(self, fetched_data, start_date):
+        """
+        找出開始的年或季度所在的index
+        """
+        start_year = start_date.year
+        start_season = (start_date.month - 1 // 3) + 1
+
+        start_col = 0
+        for data in fetched_data:
+            if ((start_year, start_season) < (data['year'], data['season'])):
+                break
+            else:
+                start_col += 1
+
+        return start_col

neurostats_API/transformers/value/__init__.py

@@ -0,0 +1 @@
+from .twse import TWSEAnnualValueTransformer, TWSEHistoryValueTransformer

neurostats_API/transformers/value/base.py

@@ -0,0 +1,5 @@
+from ..base import BaseTransformer
+
+class BaseValueTransformer(BaseTransformer):
+    def __init__(self, ticker, company_name, zone):
+        super().__init__(ticker, company_name, zone)

neurostats_API/transformers/value/tej.py

@@ -0,0 +1,8 @@
+from .base import BaseValueTransformer
+
+class TEJValueTransformer(BaseValueTransformer):
+    def __init__(self, ticker, company_name, zone):
+        super().__init__(ticker, company_name, zone)
+    
+    def process_transform(self):
+        pass

neurostats_API/transformers/value/twse.py

@@ -0,0 +1,48 @@
+from .base import BaseValueTransformer
+import pandas as pd
+
+class TWSEValueTransformer(BaseValueTransformer):
+    def __init__(self, ticker, company_name, zone):
+        super().__init__(ticker, company_name, zone)
+    
+    def process_transform(self, fetched_data):
+        pass
+
+class TWSEAnnualValueTransformer(TWSEValueTransformer):
+    def __init__(self, ticker, company_name, zone):
+        super().__init__(ticker, company_name, zone)
+    
+    def process_transform(self, annual_data):
+        annual_df = pd.DataFrame(annual_data)
+
+        return annual_df
+
+class TWSEHistoryValueTransformer(TWSEValueTransformer):
+    def __init__(self, ticker, company_name, zone):
+        super().__init__(ticker, company_name, zone)
+        self.column = [
+            "P_E", "P_FCF", "P_B", "P_S",
+            "EV_OPI", "EV_EBIT", "EV_EBITDA", "EV_S", "close"
+        ]
+    
+    def process_transform(self, daily_data):
+        history_df = pd.DataFrame(daily_data).set_index("date")
+        return_dict = {}
+
+        for key in self.column:
+            return_dict[key] = history_df.loc[:, [key]]
+        
+        return return_dict
+    
+    def process_latest(self, daily_data):
+        if len(daily_data) < 1:
+            return self._get_empty_structure()
+
+        daily_data = daily_data[-1]
+
+        return daily_data
+    
+    def _get_empty_structure(self):
+        return {
+            key: None for key in self.column
+        }

neurostats_API/utils/__init__.py

@@ -2,4 +2,4 @@ from .datetime import StatsDateTime
 from .db_client import DBClient
 from .data_process import StatsProcessor
 from .calculate_value import YoY_Calculator
-from .exception import NoCompanyError
+from .exception import NoCompanyError, NoDataError, NotSupportedError

neurostats_API/utils/data_process.py

@@ -24,14 +24,14 @@ class StatsProcessor:
 
     @classmethod
     def load_txt(cls, filename, json_load=True):
-        txt_path = files('neurostats_API.tools').joinpath(filename)
+        txt_path = files('neurostats_API.config').joinpath(filename)
         with open(txt_path, 'r', encoding='utf-8') as f:
             data = json.load(f) if (json_load) else f.read()
         return data
 
     @classmethod
     def load_yaml(cls, filename):
-        yaml_path = files('neurostats_API.tools').joinpath(filename)
+        yaml_path = files('neurostats_API.config').joinpath(filename)
         with open(yaml_path, 'r', encoding='utf-8') as f:
             data = yaml.safe_load(f)
 
@@ -39,7 +39,7 @@ class StatsProcessor:
     
     @classmethod
     def load_json(cls, filename):
-        json_path = files('neurostats_API.tools').joinpath(filename)
+        json_path = files('neurostats_API.config').joinpath(filename)
         with open(json_path, 'r', encoding='utf-8') as f:
             data = json.load(f)
 
@@ -57,7 +57,10 @@ class StatsProcessor:
             # Append the expanded columns to the new DataFrame
             expanded_columns[col] = expanded_df
 
-        expanded_df = pd.concat(expanded_columns.values(), axis=1)
+        try:
+            expanded_df = pd.concat(expanded_columns.values(), axis=1)
+        except ValueError: # No values to concat
+            expanded_df = pd.DataFrame(columns = list(expanded_columns.keys()))
 
         return expanded_df
     
@@ -98,12 +101,13 @@ class StatsProcessor:
             desired_order = []
             for index_name in target_index:
                 desired_order += [f"{index_name}_{metric_name}" for metric_name in target_metrics]
-            sliced_table = total_table.loc[desired_order, :].T
+            sliced_table = total_table.loc[:, desired_order]
 
             return sliced_table.T
 
         else:
-            return total_table
+            target_columns = total_table.columns.str.endswith(tuple(target_metrics))
+            return total_table.loc[:, target_columns]
 
     @classmethod
     def slice_multi_col_table(

neurostats_API/utils/exception.py

@@ -1,3 +1,11 @@
 class NoCompanyError(Exception):
+    def __init__(self, msg):
+        super().__init__(msg)
+
+class NoDataError(Exception):
+    def __init__(self, msg):
+        super().__init__(msg)
+
+class NotSupportedError(Exception):
     def __init__(self, msg):
         super().__init__(msg)

neurostats_API/utils/logger.py

@@ -0,0 +1,21 @@
+import logging
+from functools import wraps
+
+class StatsLogger:
+
+    @classmethod
+    def exception_log(cls, default_return=None, level='error'):
+        def decorator(func):
+            @wraps(func)
+            def wrapper(*args, **kwargs):
+                try:
+                    return func(*args, **kwargs)
+                except Exception as e:
+                    log_fn = getattr(logging, level, logging.error)
+                    log_fn(
+                        f"{func.__name__} failed | args={args}, kwargs={kwargs} | error={e}",
+                        exc_info=True
+                    )
+                    return default_return
+            return wrapper
+        return decorator

neurostats_API-1.0.0rc1.dist-info/METADATA

@@ -0,0 +1,102 @@
+Metadata-Version: 2.1
+Name: neurostats_API
+Version: 1.0.0rc1
+Summary: The service of NeuroStats website
+Home-page: https://github.com/NeurowattStats/NeuroStats_API.git
+Author: JasonWang@Neurowatt
+Author-email: jason@neurowatt.ai
+Requires-Python: >=3.6
+Description-Content-Type: text/markdown
+Requires-Dist: numpy
+Requires-Dist: pandas
+Requires-Dist: pymongo
+Requires-Dist: pytz
+Requires-Dist: python-dotenv
+Requires-Dist: yfinance
+Requires-Dist: holidays
+
+# neurostats_API
+
+- [檔案架構](#檔案架構)
+- [下載](#下載)
+- [使用方法](#使用方法)
+
+## 檔案架構
+
+```
+./neurostats_API
+├── async_mode
+│   ├── db
+│   ├── db_extractors
+│   │   ├── daily
+│   │   ├── month_revenue
+│   │   └── seasonal
+│   ├── factory
+│   └── fetchers
+├── config
+│   ├── company_list
+│   ├── tej_db
+│   └── twse
+├── fetchers
+├── transformers
+│   ├── balance_sheet
+│   ├── cash_flow
+│   ├── daily_chip
+│   │   └── utils
+│   ├── daily_tech
+│   │   └── utils
+│   ├── finance_overview
+│   ├── month_revenue
+│   ├── profit_lose
+│   ├── tej
+│   └── value
+└── utils
+```
+- `neurostats_API`: 主要的package運行內容
+   - `async_mode`: \[新版新增\]以非同步方式進行DB資料的取得以及回傳資料
+      - `/db`: 連接到伺服器下的特定db
+      - `/db_extractor`: 決定取得db下的哪個collection的檔案，以及取得檔案內容
+      ` `/factory`: 使extractor的初始化變得通用
+      - `/fetchers`:  開發者將此套件用於其他專案的接口
+   - `fetchers`: (舊版)回傳service內容的fetcher檔案夾
+   - `transformers`: \[新版新增\] 處理從DB取出的資料，以dictionary的方式回傳需要的資料
+   - `config`: 【新舊通用】存放各種設定檔的dictionary，例如公司名單、各項指標對應的計算欄位、每個項目屬於哪份財報等設定
+   - `utils`: 【新舊通用】class之間通用的函式，例如讀取檔案、計算成長率函式、轉換格式與進位等
+
+## 下載
+```
+pip install neurostats-API
+```
+### 確認下載成功
+```Python 
+>>> import neurostats_API
+>>> print(neurostats_API.__version__)
+1.0.0rc1
+```
+
+### 下載舊版
+```
+pip install neurostats-API==0.0.25
+```
+
+## 使用方式 (以Balance_Sheet為例)
+### Async Mode
+```
+from neurostats_API.async_mode.fetchers import AsyncBalanceSheetFetcher
+from pymongo import AsyncMongoClient
+
+db_client = AsyncMongoClient("<伺服器的MONGO_URI>")
+ticker = "2330"
+
+fetcher = AsyncBalanceSheetFetcher(ticker, db_client)
+
+data = await fetcher.query_data()
+
+print(data)
+```
+詳細各個fetcher的使用法請到[async_mode的fetchers資料夾下觀看](./neurostats_API/async_mode/fetchers/README.md)
+
+### Sync Mode
+(#TODO)
+
+> 舊版使用方法請到[fetchers資料夾下觀看](./neurostats_API/fetchers/README.md)

neurostats_API-1.0.0rc1.dist-info/RECORD

@@ -0,0 +1,119 @@
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