refactor: address python review findings

- Move FRED credential registration to FastAPI lifespan (was fragile
  import-order-dependent side-effect)
- Add noqa E402 annotations for imports after curl_cffi patch
- Fix all return type hints: bare dict -> dict[str, Any]
- Move yfinance import to module level (was inline in functions)
- Fix datetime.now() -> datetime.now(tz=timezone.utc) in openbb_service
- Add try/except error handling to Group B service functions
- Fix dict mutation in relative_rotation (immutable pattern)
- Extract _classify_rrg_quadrant helper function
- Fix type builtin shadow in routes_economy (type -> gdp_type)
- Fix falsy int guard (if year: -> if year is not None:)
- Remove user input echo from error messages
This commit is contained in:
Yaojia Wang
2026-03-19 17:40:47 +01:00
parent e2cf6e2488
commit 89bdc6c552
6 changed files with 118 additions and 80 deletions

View File

@@ -1,8 +1,9 @@
import asyncio
import logging
from datetime import datetime, timedelta
from datetime import datetime, timedelta, timezone
from typing import Any
import yfinance as yf
from openbb import obb
from obb_utils import to_list, first_or_empty
@@ -12,15 +13,15 @@ logger = logging.getLogger(__name__)
PROVIDER = "yfinance"
async def get_quote(symbol: str) -> dict:
async def get_quote(symbol: str) -> dict[str, Any]:
result = await asyncio.to_thread(
obb.equity.price.quote, symbol, provider=PROVIDER
)
return first_or_empty(result)
async def get_historical(symbol: str, days: int = 365) -> list[dict]:
start = (datetime.now() - timedelta(days=days)).strftime("%Y-%m-%d")
async def get_historical(symbol: str, days: int = 365) -> list[dict[str, Any]]:
start = (datetime.now(tz=timezone.utc) - timedelta(days=days)).strftime("%Y-%m-%d")
result = await asyncio.to_thread(
obb.equity.price.historical,
symbol,
@@ -36,42 +37,42 @@ async def get_historical(symbol: str, days: int = 365) -> list[dict]:
]
async def get_profile(symbol: str) -> dict:
async def get_profile(symbol: str) -> dict[str, Any]:
result = await asyncio.to_thread(
obb.equity.profile, symbol, provider=PROVIDER
)
return first_or_empty(result)
async def get_metrics(symbol: str) -> dict:
async def get_metrics(symbol: str) -> dict[str, Any]:
result = await asyncio.to_thread(
obb.equity.fundamental.metrics, symbol, provider=PROVIDER
)
return first_or_empty(result)
async def get_income(symbol: str) -> list[dict]:
async def get_income(symbol: str) -> list[dict[str, Any]]:
result = await asyncio.to_thread(
obb.equity.fundamental.income, symbol, provider=PROVIDER
)
return to_list(result)
async def get_balance(symbol: str) -> list[dict]:
async def get_balance(symbol: str) -> list[dict[str, Any]]:
result = await asyncio.to_thread(
obb.equity.fundamental.balance, symbol, provider=PROVIDER
)
return to_list(result)
async def get_cash_flow(symbol: str) -> list[dict]:
async def get_cash_flow(symbol: str) -> list[dict[str, Any]]:
result = await asyncio.to_thread(
obb.equity.fundamental.cash, symbol, provider=PROVIDER
)
return to_list(result)
async def get_financials(symbol: str) -> dict:
async def get_financials(symbol: str) -> dict[str, Any]:
income, balance, cash_flow = await asyncio.gather(
get_income(symbol),
get_balance(symbol),
@@ -87,8 +88,6 @@ async def get_financials(symbol: str) -> dict:
async def get_price_target(symbol: str) -> float | None:
"""Get consensus analyst price target via yfinance."""
import yfinance as yf
def _fetch() -> float | None:
t = yf.Ticker(symbol)
return t.info.get("targetMeanPrice")
@@ -100,14 +99,14 @@ async def get_price_target(symbol: str) -> float | None:
return None
async def get_news(symbol: str) -> list[dict]:
async def get_news(symbol: str) -> list[dict[str, Any]]:
result = await asyncio.to_thread(
obb.news.company, symbol, provider=PROVIDER
)
return to_list(result)
async def get_summary(symbol: str) -> dict:
async def get_summary(symbol: str) -> dict[str, Any]:
quote, profile, metrics, financials = await asyncio.gather(
get_quote(symbol),
get_profile(symbol),
@@ -122,45 +121,45 @@ async def get_summary(symbol: str) -> dict:
}
async def get_gainers() -> list[dict]:
async def get_gainers() -> list[dict[str, Any]]:
result = await asyncio.to_thread(
obb.equity.discovery.gainers, provider=PROVIDER
)
return to_list(result)
async def get_losers() -> list[dict]:
async def get_losers() -> list[dict[str, Any]]:
result = await asyncio.to_thread(
obb.equity.discovery.losers, provider=PROVIDER
)
return to_list(result)
async def get_active() -> list[dict]:
async def get_active() -> list[dict[str, Any]]:
result = await asyncio.to_thread(
obb.equity.discovery.active, provider=PROVIDER
)
return to_list(result)
async def get_undervalued() -> list[dict]:
async def get_undervalued() -> list[dict[str, Any]]:
result = await asyncio.to_thread(
obb.equity.discovery.undervalued_large_caps, provider=PROVIDER
)
return to_list(result)
async def get_growth() -> list[dict]:
async def get_growth() -> list[dict[str, Any]]:
result = await asyncio.to_thread(
obb.equity.discovery.growth_tech, provider=PROVIDER
)
return to_list(result)
async def get_upgrades_downgrades(symbol: str, limit: int = 20) -> list[dict]:
async def get_upgrades_downgrades(
symbol: str, limit: int = 20,
) -> list[dict[str, Any]]:
"""Get analyst upgrades/downgrades via yfinance."""
import yfinance as yf
def _fetch() -> list[dict[str, Any]]:
t = yf.Ticker(symbol)
df = t.upgrades_downgrades
@@ -187,32 +186,54 @@ async def get_upgrades_downgrades(symbol: str, limit: int = 20) -> list[dict]:
# --- Equity Fundamentals Extended (Group B) ---
async def get_management(symbol: str) -> list[dict]:
async def get_management(symbol: str) -> list[dict[str, Any]]:
"""Get executive team info (name, title, compensation)."""
result = await asyncio.to_thread(
obb.equity.fundamental.management, symbol, provider=PROVIDER
)
return to_list(result)
try:
result = await asyncio.to_thread(
obb.equity.fundamental.management, symbol, provider=PROVIDER
)
return to_list(result)
except Exception:
logger.warning("Management failed for %s", symbol, exc_info=True)
return []
async def get_dividends(symbol: str) -> list[dict]:
async def get_dividends(symbol: str) -> list[dict[str, Any]]:
"""Get historical dividend records."""
result = await asyncio.to_thread(
obb.equity.fundamental.dividends, symbol, provider=PROVIDER
)
return to_list(result)
try:
result = await asyncio.to_thread(
obb.equity.fundamental.dividends, symbol, provider=PROVIDER
)
return to_list(result)
except Exception:
logger.warning("Dividends failed for %s", symbol, exc_info=True)
return []
async def get_filings(symbol: str, form_type: str | None = None) -> list[dict]:
async def get_filings(
symbol: str, form_type: str | None = None,
) -> list[dict[str, Any]]:
"""Get SEC filings (10-K, 10-Q, 8-K, etc.)."""
kwargs: dict[str, Any] = {"symbol": symbol, "provider": "sec"}
if form_type:
kwargs["type"] = form_type
result = await asyncio.to_thread(obb.equity.fundamental.filings, **kwargs)
return to_list(result)
try:
kwargs: dict[str, Any] = {"symbol": symbol, "provider": "sec"}
if form_type is not None:
kwargs["type"] = form_type
result = await asyncio.to_thread(
obb.equity.fundamental.filings, **kwargs
)
return to_list(result)
except Exception:
logger.warning("Filings failed for %s", symbol, exc_info=True)
return []
async def search_company(query: str) -> list[dict]:
async def search_company(query: str) -> list[dict[str, Any]]:
"""Search for companies by name."""
result = await asyncio.to_thread(obb.equity.search, query, provider="sec")
return to_list(result)
try:
result = await asyncio.to_thread(
obb.equity.search, query, provider="sec"
)
return to_list(result)
except Exception:
logger.warning("Company search failed for %s", query, exc_info=True)
return []