def test_read_financial_metric_with_api_exception(self):
with patch.object(intrinio_data.COMPANY_API, 'get_company_historical_data',
side_effect=ApiException("Server Error")), \
patch('support.financial_cache.cache', new=nop.Nop()):
(start_date) = intrinio_util.get_year_date_range(2018, 0)[0]
with self.assertRaises(DataError):
intrinio_data._get_company_historical_data(
'NON-EXISTENT-TICKER', start_date, start_date, 'tag')
def test_read_financial_metric_with_api_exception(self):
with patch.object(intrinio_data.COMPANY_API, 'get_company_historical_data',
side_effect=ApiException("Server Error")), \
patch.object(FinancialCache, 'read', return_value=None), \
patch.object(FinancialCache, 'write', return_value=None):
(start_date) = intrinio_util.get_year_date_range(2018, 0)[0]
with self.assertRaises(DataError):
intrinio_data._get_company_historical_data(
'NON-EXISTENT-TICKER', start_date, start_date, 'tag')
def get_historical_revenue(ticker: str, year_from: int, year_to: int):
'''
Returns a dictionary of year->"total revenue" for the supplied ticker and
range of years.
Returns
-----------
a dictionary of year->"fcff value" like this
{
2010: 123,
2012: 234,
2013: 345,
2014: 456,
}
'''
start_date = intrinio_util.get_year_date_range(year_from, 0)[0]
end_date = intrinio_util.get_year_date_range(year_to, 0)[1]
return _aggregate_by_year(
_get_company_historical_data(ticker, start_date, end_date,
'totalrevenue'))
def get_historical_fcff(ticker: str, year_from: int, year_to: int):
'''
Returns a dictionary of year->"fcff value" for the supplied ticker and
range of years.
This is the description from Intrinio documentation:
Definition
Free cash flow for the firm (FCFF) is a measure of financial performance that
expresses the net amount of cash that is generated for a firm after expenses,
taxes and changes in net working capital and investments are deducted.
FCFF is essentially a measurement of a company's profitability after all expenses
and reinvestments. It's one of the many benchmarks used to compare and analyze
financial health.
Formula
freecashflow = nopat - investedcapitalincreasedecrease
Returns
-----------
a dictionary of year->"fcff value" like this
{
2010: 123,
2012: 234,
2013: 345,
2014: 456,
}
'''
start_date = intrinio_util.get_year_date_range(year_from, 0)[0]
end_date = intrinio_util.get_year_date_range(year_to, 0)[1]
return _aggregate_by_year(
_get_company_historical_data(ticker, start_date, end_date,
'freecashflow'))
def test_year_range_invalid_extendedby(self):
with self.assertRaises(ValidationError):
intrinio_util.get_year_date_range(2018, -1)
with self.assertRaises(ValidationError):
intrinio_util.get_year_date_range(2018, 360)
def test_year_range_invaid_date(self):
with self.assertRaises(ValidationError):
intrinio_util.get_year_date_range(0, 0)
def test_year_range_valid_date_extended(self):
(date_from, date_to) = intrinio_util.get_year_date_range(2018, 10)
self.assertEqual(date_from, "2018-01-01")
self.assertEqual(date_to, "2019-01-10")
def test_year_range_valid_date(self):
(date_from, date_to) = intrinio_util.get_year_date_range(2018, 0)
self.assertEqual(date_from, "2018-01-01")
self.assertEqual(date_to, "2018-12-31")