class OperatingRevenueFeedBuilder:
def __init__(self):
self.account_synonym = AccountSynonym()
self.date_utils = DateUtils()
def build(self, dao):
tuple_feed = self.__build_tuple(dao)
return OperatingRevenueFeed(tuple_feed)
def __build_tuple(self, dao):
feed = []
release_date = self.date_utils.get_last_date_of_month(dao.get_date())
stock_symbol = dao.get_stock_symbol()
for account, value in dao.get_row_list():
if self.account_synonym.get(account) == u"當月營收":
entry = {
"release_date": release_date,
"stock_symbol": stock_symbol,
"stmt_date": self.date_utils.get_last_date_of_month(release_date),
"account": u"當月營收",
"account_order": 1,
"value": value,
}
feed.append(entry)
return tuple(feed)
class OperatingRevenueSummaryFeedBuilder:
def __init__(self):
self.date_utils = DateUtils()
def build(self, dao):
tuple_feed = self.__build_tuple(dao)
return OperatingRevenueFeed(tuple_feed)
def __build_tuple(self, dao):
feed = []
stmt_date = self.date_utils.get_last_date_of_month(dao.get_stmt_date())
release_date = dao.get_release_date()
for row in dao.get_row_list():
stock_symbol = row[0]
this_month_value = row[2]
last_month_value = row[3]
entry = {
"release_date": release_date,
"stock_symbol": stock_symbol,
"stmt_date": stmt_date,
"account": u"當月營收",
"account_order": 1,
"value": this_month_value,
}
feed.append(entry)
entry = {
"release_date": release_date,
"stock_symbol": stock_symbol,
"stmt_date": self.date_utils.get_last_date_of_prev_month(stmt_date),
"account": u"上月營收",
"account_order": 2,
"value": last_month_value,
}
feed.append(entry)
return tuple(feed)
class DateBuilder():
def __init__(self):
self.date_utils = DateUtils()
def build(self, local_string):
try:
m = re.search(u'^(\d{4})年(\d+)月(\d+)日$', local_string)
year = int(m.group(1))
month = int(m.group(2))
day = int(m.group(3))
return datetime.date(year, month, day)
except AttributeError:
return self.__build_step_1(local_string)
def __build_step_1(self, local_string):
try:
m = re.search(u'^(\d{2,3})年(\d+)月(\d+)日$', local_string)
year = int(m.group(1)) + 1911 # expect roc era
month = int(m.group(2))
day = int(m.group(3))
return datetime.date(year, month, day)
except AttributeError:
return self.__build_step_2(local_string)
def __build_step_2(self, local_string):
try:
m = re.search('^(\d{4})/(\d+)/(\d+)$', local_string)
year = int(m.group(1))
month = int(m.group(2))
day = int(m.group(3))
return datetime.date(year, month, day)
except AttributeError:
return self.__build_step_3(local_string)
def __build_step_3(self, local_string):
try:
m = re.search('^(\d{2,3})/(\d+)/(\d+)$', local_string)
year = int(m.group(1)) + 1911 # expect roc era
month = int(m.group(2))
day = int(m.group(3))
return datetime.date(year, month, day)
except AttributeError:
return self.__build_step_4(local_string)
def __build_step_4(self, local_string):
try:
m = re.search('^(\d{2,3})$', local_string)
year = int(m.group(1)) + 1911 # expect roc era
return datetime.date(year, 12, 31)
except AttributeError:
return self.__build_step_5(local_string)
def __build_step_5(self, local_string):
m = re.search(u'^民國(\d{2,3})年(\d+)月$', local_string)
year = int(m.group(1)) + 1911 # expect roc era
month = int(m.group(2))
day = self.date_utils.get_last_day_of_month(year, month)
return datetime.date(year, month, day)
class DividendPolicyFeedBuilder:
def __init__(self):
self.date_utils = DateUtils()
def build(self, dao):
tuple_feed = self.__build_tuple(dao)
return DividendPolicyFeed(tuple_feed)
def __build_tuple(self, dao):
feed = []
stock_symbol = dao.get_stock_symbol()
release_date = self.date_utils.now_date()
for row in dao.get_row_list():
stmt_date = row[0]
cash_dividend = row[1] # 現金股利
stock_dividend_from_retained_earnings = row[2] # 盈餘配股
stock_dividend_from_capital_reserve = row[3] # 公積配股
employee_stock_bonuses_ratio = row[6] # 員工配股率%
entry = {
"release_date": release_date,
"stock_symbol": stock_symbol,
"stmt_date": stmt_date,
"account": u"現金股利",
"account_order": 1,
"value": cash_dividend,
}
feed.append(entry)
entry = {
"release_date": release_date,
"stock_symbol": stock_symbol,
"stmt_date": stmt_date,
"account": u"盈餘配股",
"account_order": 2,
"value": stock_dividend_from_retained_earnings,
}
feed.append(entry)
entry = {
"release_date": release_date,
"stock_symbol": stock_symbol,
"stmt_date": stmt_date,
"account": u"公積配股",
"account_order": 3,
"value": stock_dividend_from_capital_reserve,
}
feed.append(entry)
entry = {
"release_date": release_date,
"stock_symbol": stock_symbol,
"stmt_date": stmt_date,
"account": u"員工配股率",
"account_order": 4,
"value": employee_stock_bonuses_ratio,
}
feed.append(entry)
return tuple(feed)
class CapitalIncreaseHistoryFeedBuilder():
def __init__(self):
self.date_utils = DateUtils()
def build(self, dao):
tuple_feed = self.__build_tuple(dao)
return CapitalIncreaseHistoryFeed(tuple_feed)
def __build_tuple(self, dao):
feed = []
stock_symbol = dao.get_stock_symbol()
release_date = self.date_utils.now_date()
for row in dao.get_row_list():
stmt_date = row[0]
capital_increase_by_cash = row[1]
capital_increase_by_earnings = row[3]
capital_increase_by_surplus = row[5]
entry = {
'release_date' : release_date,
'stock_symbol' : stock_symbol,
'stmt_date' : stmt_date,
'account' : u'現金增資',
'account_order' : 1,
'value' : capital_increase_by_cash
}
feed.append(entry)
entry = {
'release_date' : release_date,
'stock_symbol' : stock_symbol,
'stmt_date' : stmt_date,
'account' : u'盈餘轉增資',
'account_order' : 2,
'value' : capital_increase_by_earnings
}
feed.append(entry)
entry = {
'release_date' : release_date,
'stock_symbol' : stock_symbol,
'stmt_date' : stmt_date,
'account' : u'公積及其他',
'account_order' : 3,
'value' : capital_increase_by_surplus
}
feed.append(entry)
return tuple(feed)
class TupleFeedBuilder():
def __init__(self):
self.date_utils = DateUtils()
def build(self, dao):
feed = []
release_date = self.date_utils.now_date()
stock_symbol = dao.get_stock_symbol()
column_name_list = dao.get_column_name_list()
stmt_date_list = column_name_list[1:] # the first column is account
stmt_date_list = self.__flatten_stmt_date_list(stmt_date_list)
stmt_date_len = len(stmt_date_list)
account_order = 1
for row in dao.get_row_list():
account = row[0]
number_list = row[1:]
number_len = len(number_list)
for i in range(stmt_date_len):
stmt_date = stmt_date_list[i]
value = number_list[i] if i < number_len else None
entry = {
'release_date' : release_date,
'stock_symbol' : stock_symbol,
'stmt_date' : stmt_date,
'account' : account,
'account_order' : account_order,
'value' : value
}
feed.append(entry)
account_order += 1
return tuple(feed)
# flatten to date if stmt_date_list if date period list
def __flatten_stmt_date_list(self, stmt_date_list):
# if date period, we flatten to end date because begin date is always
# the first date of this year.
if len(stmt_date_list) > 0 and isinstance(stmt_date_list[0], tuple):
return [stmt_date[1] for stmt_date in stmt_date_list]
else:
return stmt_date_list
class OperatingRevenueSummaryAssembler:
def __init__(self):
self.content_screener = ContentScreener()
self.date_utils = DateUtils()
self.string_utils = StringUtils()
def assemble(self, param):
content, date = param["content"], param["date"]
self.content_screener.screen(param)
stmt_date = self.date_utils.get_last_date_of_month(date)
column_name_list, row_list, release_date = self.__assemble_summary(content)
return OperatingRevenueSummaryDao(column_name_list, row_list, stmt_date, release_date)
def __assemble_summary(self, html_object):
try:
return AriesParser().parse(html_object)
except AssertionError:
return self.__assemble_summary_step_1(html_object)
def __assemble_summary_step_1(self, html_object):
try:
return TaurusParser().parse(html_object)
except AssertionError:
return self.__assemble_summary_step_2(html_object)
def __assemble_summary_step_2(self, html_object):
try:
return GeminiParser().parse(html_object)
except AssertionError:
return self.__assemble_summary_step_3(html_object)
def __assemble_summary_step_3(self, html_object):
try:
return CancerParser().parse(html_object)
except AssertionError:
return LeoParser().parse(html_object)
def __init__(self):
self.date_utils = DateUtils()
def __init__(self):
self.content_screener = ContentScreener()
self.date_utils = DateUtils()
self.string_utils = StringUtils()
def __init__(self):
self.account_synonym = AccountSynonym()
self.date_utils = DateUtils()
def setUp(self):
self.date_utils = DateUtils()
class DateUtilsTest(unittest.TestCase):
def setUp(self):
self.date_utils = DateUtils()
def tearDown(self):
self.date_utils = None
def test_get_last_date_of_month(self):
actual = self.date_utils.get_last_date_of_month(datetime.date(2010, 1, 1))
expected = datetime.date(2010, 1, 31)
self.assertEqual(actual, expected)
def test_get_last_date_of_prev_month(self):
actual = self.date_utils.get_last_date_of_prev_month(datetime.date(2010, 1, 1))
expected = datetime.date(2009, 12, 31)
self.assertEqual(actual, expected)
def test_get_last_date_of_quarter(self):
actual = self.date_utils.get_last_date_of_quarter(datetime.date(2010, 1, 1))
expected = datetime.date(2010, 3, 31)
self.assertEqual(actual, expected)
actual = self.date_utils.get_last_date_of_quarter(datetime.date(2010, 3, 31))
expected = datetime.date(2010, 3, 31)
self.assertEqual(actual, expected)
actual = self.date_utils.get_last_date_of_quarter(datetime.date(2010, 4, 1))
expected = datetime.date(2010, 6, 30)
self.assertEqual(actual, expected)
actual = self.date_utils.get_last_date_of_quarter(datetime.date(2010, 6, 30))
expected = datetime.date(2010, 6, 30)
self.assertEqual(actual, expected)
actual = self.date_utils.get_last_date_of_quarter(datetime.date(2010, 7, 1))
expected = datetime.date(2010, 9, 30)
self.assertEqual(actual, expected)
actual = self.date_utils.get_last_date_of_quarter(datetime.date(2010, 9, 30))
expected = datetime.date(2010, 9, 30)
self.assertEqual(actual, expected)
actual = self.date_utils.get_last_date_of_quarter(datetime.date(2010, 10, 1))
expected = datetime.date(2010, 12, 31)
self.assertEqual(actual, expected)
actual = self.date_utils.get_last_date_of_quarter(datetime.date(2010, 12, 31))
expected = datetime.date(2010, 12, 31)
self.assertEqual(actual, expected)
def test_get_last_date_of_next_quarter(self):
actual = self.date_utils.get_last_date_of_next_quarter(datetime.date(2010, 1, 1))
expected = datetime.date(2010, 6, 30)
self.assertEqual(actual, expected)
actual = self.date_utils.get_last_date_of_next_quarter(datetime.date(2010, 3, 31))
expected = datetime.date(2010, 6, 30)
self.assertEqual(actual, expected)
actual = self.date_utils.get_last_date_of_next_quarter(datetime.date(2010, 4, 1))
expected = datetime.date(2010, 9, 30)
self.assertEqual(actual, expected)
actual = self.date_utils.get_last_date_of_next_quarter(datetime.date(2010, 6, 30))
expected = datetime.date(2010, 9, 30)
self.assertEqual(actual, expected)
actual = self.date_utils.get_last_date_of_next_quarter(datetime.date(2010, 7, 1))
expected = datetime.date(2010, 12, 31)
self.assertEqual(actual, expected)
actual = self.date_utils.get_last_date_of_next_quarter(datetime.date(2010, 9, 30))
expected = datetime.date(2010, 12, 31)
self.assertEqual(actual, expected)
actual = self.date_utils.get_last_date_of_next_quarter(datetime.date(2010, 10, 1))
expected = datetime.date(2011, 3, 31)
self.assertEqual(actual, expected)
actual = self.date_utils.get_last_date_of_next_quarter(datetime.date(2010, 12, 31))
expected = datetime.date(2011, 3, 31)
self.assertEqual(actual, expected)
def test_range_date_by_month(self):
actual = self.date_utils.range_date_by_month(datetime.date(2010, 9, 1), datetime.date(2011, 3, 15))
expected = [
datetime.date(2010, 9, 30),
datetime.date(2010, 10, 31),
datetime.date(2010, 11, 30),
datetime.date(2010, 12, 31),
datetime.date(2011, 1, 31),
datetime.date(2011, 2, 28),
datetime.date(2011, 3, 31),
]
self.assertEqual(actual, expected)
def test_range_date_by_quarter(self):
actual = self.date_utils.range_date_by_quarter(datetime.date(2010, 9, 1), datetime.date(2011, 3, 15))
expected = [
datetime.date(2010, 9, 30),
datetime.date(2010, 12, 31),
datetime.date(2011, 3, 31),
]
self.assertEqual(actual, expected)
