Module: YfAsDataframe::Quote

Extended by:
ActiveSupport::Concern
Included in:
Ticker
Defined in:
lib/yf_as_dataframe/quote.rb

Class Method Summary collapse

Instance Method Summary collapse

Class Method Details

.included(base) ⇒ Object

built-in Ruby hook for modules



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# File 'lib/yf_as_dataframe/quote.rb', line 8

def self.included(base) # built-in Ruby hook for modules
  base.class_eval do
    original_method = instance_method(:initialize)
    define_method(:initialize) do |*args, &block|
      original_method.bind(self).call(*args, &block)
      initialize_quote # (your module code here)
    end
  end
end

Instance Method Details

#calendar ⇒ Object 



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# File 'lib/yf_as_dataframe/quote.rb', line 94

def calendar
  self._fetch_calendar() if @calendar.nil?
  return @calendar
end

#info ⇒ Object

(self)



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# File 'lib/yf_as_dataframe/quote.rb', line 31

def info #(self)
  if @info.nil?
    _fetch_info() #(@proxy)
    _fetch_complementary()  #(@proxy)
  end
  return @info
end

#initialize_quote ⇒ Object 



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# File 'lib/yf_as_dataframe/quote.rb', line 18

def initialize_quote
  @info = nil
  @retired_info = nil
  @sustainability = nil
  @recommendations = nil
  @upgrades_downgrades = nil
  @calendar = nil

  @already_scraped = false
  @already_fetched = false
  @already_fetched_complementary = false
end

#recommendations ⇒ Object Also known as: recommendation_summary, recommendations_summary 



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# File 'lib/yf_as_dataframe/quote.rb', line 44

def recommendations
  Polars::Config.set_tbl_rows(-1)
  if @recommendations.nil?

    result = _fetch(['recommendationTrend']).parsed_response
    # Rails.logger.info { "#{__FILE__}:#{__LINE__} result = #{result.inspect}" }
    # if result.nil?
    #   @recommendations = YfAsDataframe::Utils.empty_df()  #Polars::DataFrame()
    # else
      begin
        data = result["quoteSummary"]["result"][0]["recommendationTrend"]["trend"]
      rescue KeyError, IndexError => e
        raise YfinDataException(f"Failed to parse json response from Yahoo Finance: #{e.result}")
      end
      @recommendations = Polars::DataFrame.new(data)
    # end
  end
  return @recommendations
end

#sustainability ⇒ Object

Raises:



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# File 'lib/yf_as_dataframe/quote.rb', line 39

def sustainability
  raise YFNotImplementedError.new('sustainability') if @sustainability.nil?
  return @sustainability
end

#upgrades_downgrades ⇒ Object 



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# File 'lib/yf_as_dataframe/quote.rb', line 67

def upgrades_downgrades
  Polars::Config.set_tbl_rows(-1)
  if @upgrades_downgrades.nil?
    result = _fetch(['upgradeDowngradeHistory']).parsed_response
    # Rails.logger.info { "#{__FILE__}:#{__LINE__} result = #{result.inspect}" }

    # if result.nil?
    #   @upgrades_downgrades = YfAsDataframe::Utils.empty_df()  #Polars::DataFrame()
    # else
      begin
        data = result["quoteSummary"]["result"][0]["upgradeDowngradeHistory"]["history"]

        raise YfinDataException("No upgrade/downgrade history found for #{ticker.symbol}") if (data).length.zero?

        df = Polars::DataFrame.new(data)
        df.rename({"epochGradeDate" => "GradeDate", 'firm' => 'Firm', 'toGrade' => 'ToGrade', 'fromGrade' => 'FromGrade', 'action' => 'Action'})
        # df.set_index('GradeDate', inplace=true)
        # df.index = pd.to_datetime(df.index, unit='s')
        @upgrades_downgrades = df
      rescue KeyError, IndexError => e
        raise YfinDataException("Failed to parse json response from Yahoo Finance: #{e.result}")
      end
    # end
  end
  return @upgrades_downgrades
end

#valid_modules ⇒ Object 



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# File 'lib/yf_as_dataframe/quote.rb', line 99

def valid_modules()
  return QUOTE_SUMMARY_VALID_MODULES
end