/
ratings.go
127 lines (106 loc) · 3.57 KB
/
ratings.go
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package zacks
import (
"context"
"strings"
"time"
"github.com/gocarina/gocsv"
"github.com/jackc/pgx/v4"
"github.com/spf13/viper"
"github.com/rs/zerolog/log"
)
func LoadRatings(ratingsData []byte, dateStr string, limit int) []*ZacksRecord {
records := []*ZacksRecord{}
stringData := string(ratingsData[:])
stringData = strings.ReplaceAll(stringData, `"NA"`, `"0"`)
if err := gocsv.UnmarshalString(stringData, &records); err != nil {
log.Error().Err(err).Msg("failed to unmarshal byte data")
return make([]*ZacksRecord, 0)
}
if limit > 0 && len(records) > limit {
records = records[:limit]
}
date, err := time.Parse("2006-01-02", dateStr)
if err != nil {
log.Error().Err(err).Str("DateStr", dateStr).Msg("cannot parse dateStr")
}
// cleanup records
for _, r := range records {
r.Ticker = strings.ReplaceAll(r.Ticker, ".", "/")
// set event date
r.EventDateStr = dateStr
r.EventDate = date
// parse date fields
dt, err := time.Parse("200601", r.LastReportedFiscalYrStr)
if err == nil {
r.LastReportedFiscalYrStr = dt.Format("2006-01-02")
r.LastReportedFiscalYr = dt
} else {
if r.LastReportedFiscalYrStr != "" {
log.Warn().Str("Ticker", r.Ticker).Str("InputString", r.LastReportedFiscalYrStr).Msg("could not parse last reported fiscal year")
}
}
dt, err = time.Parse("200601", r.LastReportedQtrDateStr)
if err == nil {
r.LastReportedQtrDateStr = dt.Format("2006-01-02")
r.LastReportedQtrDate = dt
} else {
if r.LastReportedQtrDateStr != "" {
log.Warn().Str("Ticker", r.Ticker).Str("InputString", r.LastReportedQtrDateStr).Msg("could not parse last reported quarter date")
}
}
dt, err = time.Parse("20060102", r.LastEpsReportDateStr)
if err == nil {
r.LastEpsReportDateStr = dt.Format("2006-01-02")
r.LastEpsReportDate = dt
} else {
if r.LastEpsReportDateStr != "" {
log.Warn().Str("Ticker", r.Ticker).Str("InputString", r.LastEpsReportDateStr).Msg("could not parse last eps report date")
}
}
dt, err = time.Parse("20060102", r.NextEpsReportDateStr)
if err == nil {
r.NextEpsReportDateStr = dt.Format("2006-01-02")
r.NextEpsReportDate = dt
} else {
if r.NextEpsReportDateStr != "" {
log.Warn().Str("Ticker", r.Ticker).Str("InputString", r.NextEpsReportDateStr).Msg("could not parse next eps report date")
}
}
}
return records
}
func isValidExchange(record *ZacksRecord) bool {
return (record.Exchange != "OTC" &&
record.Exchange != "OTCBB")
}
func EnrichWithFigi(records []*ZacksRecord) []*ZacksRecord {
conn, err := pgx.Connect(context.Background(), viper.GetString("database.url"))
if err != nil {
log.Error().Err(err).Msg("Could not connect to database")
}
defer conn.Close(context.Background())
// build a list of all active records that have composite figi's
tickerMap := make(map[string]*Ticker)
rows, err := conn.Query(context.Background(), "SELECT ticker, name, composite_figi FROM assets WHERE active='t' AND composite_figi IS NOT NULL")
if err != nil {
log.Error().Err(err).Msg("Failed to retrieve tickers from database")
}
for rows.Next() {
var ticker Ticker
err := rows.Scan(&ticker.Ticker, &ticker.CompanyName, &ticker.CompositeFigi)
if err != nil {
log.Error().Err(err).Msg("Failed to retrieve ticker row from database")
}
tickerMap[ticker.Ticker] = &ticker
}
for _, r := range records {
if ticker, ok := tickerMap[r.Ticker]; ok {
r.CompositeFigi = ticker.CompositeFigi
} else {
if isValidExchange(r) {
log.Warn().Str("Ticker", r.Ticker).Str("Exchange", r.Exchange).Msg("could not find composite figi for ticker")
}
}
}
return records
}