class CurrentQuarterAnalysis(object):
def __init__(self):
self.root_path = join(expanduser('~'), 'PycharmProjects',
'python-vistalytics', 'source')
self.tree = Tree()
self.tree_str = TreeStructure()
self.file_utils = FileUtils()
self.report_choice = con.INCOME_STATEMENTS
def _read_csv(self, resource_dir):
src_dir_path = join(self.root_path, 'in', 'csv', resource_dir)
files = self.file_utils.get_files(src_dir_path)
data_list = []
for f in files:
data_list.append(self.file_utils.read_csv(src_dir_path, f))
return data_list
def _compare(self, v1, v2):
a = 1 if (v1 == 0) else 0
b = 1 if (v2 == 0) else 0
return True if (a ^ b) == 1 else False
def process_data(self, data_list):
for data in data_list:
if con.TTM in data.columns:
data.drop(con.TTM, 1, inplace=True)
for i, v in data.iterrows():
if self.tree.__contains__(self.tree_str.get_string(i)):
size_val = len(v)
if self._compare(v[size_val - 2], v[size_val - 1]):
print("#############################################")
print("Index: " + i + " " + str(v[size_val - 2]) +
" : " + str(v[size_val - 1]))
def run(self):
print(
"Choices :\n\n\tDefault: Income Statement\n\t1: Balance Statement\n\t2: Cash Flow Statement"
)
c = input()
try:
self.report_choice = self.tree_str.report_choices[int(c)]
if self.report_choice is con.BALANCE_STATEMENTS:
self.tree_str.get_balance_tree()
else:
self.tree_str.get_cash_flow_tree()
except KeyError:
self.report_choice = con.INCOME_STATEMENTS
self.tree_str.get_income_tree()
except ValueError:
self.report_choice = con.INCOME_STATEMENTS
self.tree_str.get_income_tree()
self.tree = self.tree_str.tree
data_list = self._read_csv(self.report_choice)
print(self.tree)
self.process_data(data_list)
class QuarterlyAverageChangeAnalysis(object):
def __init__(self):
self.root_path = join(expanduser('~'), "PycharmProjects",
"python-vistalytics", "source")
self.math_utils = MathUtils()
self.file_utils = FileUtils()
def run(self):
path = join(self.root_path, "in", 'quarter')
file_list = self.file_utils.get_files(path)
for f in file_list:
key_list = []
change = []
percent_change = []
data = self.file_utils.read_csv(path, f)
if 'TTM' in data:
data = data.drop('TTM', 1)
for i, v in data.iterrows():
# Prepare Columns
key_list.append(i)
size_val = len(v)
change.append(
self.math_utils.get_change(v[size_val - 5],
v[size_val - 1]))
percent_change.append(
self.math_utils.percentage_change(v[size_val - 5],
v[size_val - 1]))
# Write csv.
output_data = {
'Keys': key_list,
'Year Over Year Change': change,
'Year Over Year Change (%)': percent_change
}
output_data = pd.DataFrame(output_data,
columns=[
'Keys', 'Year Over Year Change',
'Year Over Year Change (%)'
])
output_dir = join(
self.root_path, 'out',
splitext(f)[0].replace(" ", "_") + "_Quarterly_Report.csv")
self.file_utils.write_csv(output_dir, output_data)
class YearlyAverageChangeAnalysis(object):
def __init__(self):
self.root_path = join(expanduser("~"), "PycharmProjects", "python-vistalytics", "source")
self.file_utils = FileUtils()
self.math_utils = MathUtils()
def run(self):
src_dir_path = join(self.root_path, "in", "annual")
file_list = self.file_utils.get_files(src_dir_path)
for f in file_list:
key_list = []
avg_change_3_years_list = []
percentage_change_3_years_list = []
avg_change_5_years_list = []
percentage_change_5_years_list = []
data = self.file_utils.read_csv(src_dir_path, f)
if 'TTM' in data:
data = data.drop('TTM', 1)
for i, v in data.iterrows():
# Prepare columns.
size_val = len(v)
key_list.append(i)
avg_change_3_years_list.append(self.math_utils.average_change(v[size_val - 3:]))
percentage_change_3_years_list.append(self.math_utils.percentage_change(v[size_val - 3],
v[size_val - 1]))
avg_change_5_years_list.append(self.math_utils.average_change(v[size_val - 5:]))
percentage_change_5_years_list.append(self.math_utils.percentage_change(v[size_val - 5],
v[size_val - 1]))
# Write to csv.
output_data = {'Keys': key_list,
'Average Change Over Last 3 Years': avg_change_3_years_list,
'Average Change Over Last 3 Years (%)': percentage_change_3_years_list,
'Average Change Over Last 5 Years': avg_change_5_years_list,
'Average Change Over Last 5 Years (%)': percentage_change_5_years_list}
output_data_frame = pd.DataFrame(output_data, columns=['Keys', 'Average Change Over Last 3 Years',
'Average Change Over Last 3 Years (%)',
'Average Change Over Last 5 Years',
'Average Change Over Last 5 Years (%)'])
output_dir_path = join(self.root_path, "out",
splitext(f)[0].replace(" ", "_") + "_Annual_Report.csv")
self.file_utils.write_csv(output_dir_path, output_data_frame)
class ReportChangeComparision:
def __init__(self):
self.tree_str = TreeStructure()
self.tree = self.tree_str.tree
self.report_choice = con.INCOME_STATEMENTS
self.file_utils = FileUtils()
self.math_utils = MathUtils()
self.root_path = join(expanduser('~'), 'PycharmProjects',
'python-vistalytics', 'source')
def _read_csv(self, resource_dir):
src_dir_path = join(self.root_path, 'in', 'csv', resource_dir)
files = self.file_utils.get_files(src_dir_path)
data_list = []
for f in files:
data_list.append(self.file_utils.read_csv(src_dir_path, f))
return data_list
def _process_data(self, data_list):
for data in data_list:
if con.TTM in data.columns:
data.drop(con.TTM, 1, inplace=True)
for i, v in data.iterrows():
if self.tree.__contains__(self.tree_str.get_string(i)):
node = self.tree.get_node(self.tree_str.get_string(i))
node.data = {con.VALUES: v.tolist()}
def _process_tree(self):
root_node = self.tree.get_node(self.tree.root)
try:
values = root_node.data[con.VALUES]
except TypeError:
dummy_list = self.tree.children(root_node.identifier)
root_node.data = {
con.VALUES: [(x + y + z) for x, y, z in zip(
dummy_list[0].data[con.VALUES], dummy_list[1].data[
con.VALUES], dummy_list[2].data[con.VALUES])]
}
for i in self.tree.all_nodes():
i.data[con.AVERAGE_CHANGE] = self.math_utils.average_change(
i.data[con.VALUES])
slope, const = self.math_utils.get_linear_function_properties(
i.data[con.VALUES])
i.data[con.
AVERAGE_PERCENTAGE_CHANGE] = self.math_utils.average_change(
self.math_utils.merge_list_percentage(
i.data[con.VALUES], root_node.data[con.VALUES]))
i.data[con.SLOPE_VALUE] = slope
i.data[con.CONSTANT_VALUE] = const
def _print_text(self):
root_node = self.tree.get_node(self.tree.root)
print('##################################################')
print('For time period 2012-2016 analysed: \n \n')
for i in self.tree.all_nodes():
indicator_str1 = con.RAISED if i.data[
con.AVERAGE_CHANGE] > 0 else con.DROPPED
if i.is_root():
print('Index ' + i.identifier.upper() + ' has ' +
indicator_str1 + ' by ' +
str(i.data[con.AVERAGE_CHANGE]) + '\n \n')
root_str = {
con.KEY: i.identifier.upper(),
con.AVERAGE_CHANGE: i.data[con.AVERAGE_CHANGE],
con.INDICATOR: indicator_str1
}
else:
indicator_str2 = con.INCREASED if i.data[
con.AVERAGE_PERCENTAGE_CHANGE] > 0 else con.REDUCED
print('Index ' + i.identifier.upper() + ' has ' +
indicator_str1 + ' by ' +
str(i.data[con.AVERAGE_CHANGE]))
print('While total ' + str(root_str.get(con.KEY)) + ' has ' +
str(root_str.get(con.INDICATOR)) + ' ' +
i.identifier.upper() + ' has ' + indicator_str2 +
' by ' + str(i.data[con.AVERAGE_PERCENTAGE_CHANGE]) +
'%')
# Trend comparision with root node
indicator_str3 = 'in ' + con.OPPOSITE_DIRECTION if i.data[con.SLOPE_VALUE] < 0 \
else con.RAPIDLY if i.data[con.SLOPE_VALUE] > root_node.data[con.SLOPE_VALUE] else con.SLOWLY
print('Index ' + i.identifier.upper() + ' is growing ' +
indicator_str3 + ' with rate ' +
str(i.data[con.SLOPE_VALUE]) +
' as compared to base index ' +
root_node.identifier.upper() + ' where growth rate is ' +
str(root_node.data[con.SLOPE_VALUE]))
# # Comparision with all sibling nodes
# nid = i.identifier
# sibling_node = tree.siblings(nid)
# for n in sibling_node:
# indicator_str3 = con.RAPIDLY if i.data[con.SLOPE_VALUE] > n.data[con.SLOPE_VALUE] else con.SLOWLY
# print('Index ' + i.identifier.upper() + ' is growing ' + indicator_str3 + ' with rate ' +
# str(i.data[con.SLOPE_VALUE]) + ' as compared to base index ' +
# n.identifier.upper() + ' where growth rate is ' + str(n.data[con.SLOPE_VALUE]))
print('\n \n')
def run(self):
print(
"Choices :\n\n\tDefault: Income Statement\n\t1: Balance Statement\n\t2: Cash Flow Statement"
)
c = input()
try:
self.report_choice = self.tree_str.report_choices[int(c)]
if self.report_choice is con.BALANCE_STATEMENTS:
self.tree_str.get_balance_tree()
else:
self.tree_str.get_cash_flow_tree()
except KeyError:
self.report_choice = con.INCOME_STATEMENTS
self.tree_str.get_income_tree()
except ValueError:
self.report_choice = con.INCOME_STATEMENTS
self.tree_str.get_income_tree()
self.tree = self.tree_str.tree
print(self.report_choice)
print(self.tree)
data_list = self._read_csv(self.report_choice)
# print(data_list)
self._process_data(data_list)
# print(self.tree.to_json(with_data=True))
self._process_tree()
# print(self.tree.to_json(with_data=True))
self._print_text()
