import asyncio import logging from datetime import datetime, timedelta from typing import Any from openbb import obb from obb_utils import to_list, first_or_empty logger = logging.getLogger(__name__) PROVIDER = "yfinance" async def get_quote(symbol: str) -> dict: 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") result = await asyncio.to_thread( obb.equity.price.historical, symbol, start_date=start, provider=PROVIDER, ) items = to_list(result) return [ {**item, "date": str(item["date"])} if "date" in item and not isinstance(item["date"], str) else item for item in items ] async def get_profile(symbol: str) -> dict: result = await asyncio.to_thread( obb.equity.profile, symbol, provider=PROVIDER ) return first_or_empty(result) async def get_metrics(symbol: str) -> dict: 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]: result = await asyncio.to_thread( obb.equity.fundamental.income, symbol, provider=PROVIDER ) return to_list(result) async def get_balance(symbol: str) -> list[dict]: 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]: result = await asyncio.to_thread( obb.equity.fundamental.cash, symbol, provider=PROVIDER ) return to_list(result) async def get_financials(symbol: str) -> dict: income, balance, cash_flow = await asyncio.gather( get_income(symbol), get_balance(symbol), get_cash_flow(symbol), ) return { "symbol": symbol, "income": income, "balance": balance, "cash_flow": cash_flow, } 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") try: return await asyncio.to_thread(_fetch) except Exception: logger.warning("Failed to get price target for %s", symbol, exc_info=True) return None async def get_news(symbol: str) -> list[dict]: result = await asyncio.to_thread( obb.news.company, symbol, provider=PROVIDER ) return to_list(result) async def get_summary(symbol: str) -> dict: quote, profile, metrics, financials = await asyncio.gather( get_quote(symbol), get_profile(symbol), get_metrics(symbol), get_financials(symbol), ) return { "quote": quote, "profile": profile, "metrics": metrics, "financials": financials, } async def get_gainers() -> list[dict]: result = await asyncio.to_thread( obb.equity.discovery.gainers, provider=PROVIDER ) return to_list(result) async def get_losers() -> list[dict]: result = await asyncio.to_thread( obb.equity.discovery.losers, provider=PROVIDER ) return to_list(result) async def get_active() -> list[dict]: result = await asyncio.to_thread( obb.equity.discovery.active, provider=PROVIDER ) return to_list(result) async def get_undervalued() -> list[dict]: result = await asyncio.to_thread( obb.equity.discovery.undervalued_large_caps, provider=PROVIDER ) return to_list(result) async def get_growth() -> list[dict]: 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]: """Get analyst upgrades/downgrades via yfinance.""" import yfinance as yf def _fetch() -> list[dict[str, Any]]: t = yf.Ticker(symbol) df = t.upgrades_downgrades if df is None or df.empty: return [] df = df.head(limit).reset_index() return [ { "date": str(row.get("GradeDate", "")), "company": row.get("Firm"), "action": row.get("Action"), "from_grade": row.get("FromGrade"), "to_grade": row.get("ToGrade"), "price_target_action": row.get("priceTargetAction"), "current_price_target": row.get("currentPriceTarget"), "prior_price_target": row.get("priorPriceTarget"), } for _, row in df.iterrows() ] return await asyncio.to_thread(_fetch) # --- Equity Fundamentals Extended (Group B) --- async def get_management(symbol: str) -> list[dict]: """Get executive team info (name, title, compensation).""" result = await asyncio.to_thread( obb.equity.fundamental.management, symbol, provider=PROVIDER ) return to_list(result) async def get_dividends(symbol: str) -> list[dict]: """Get historical dividend records.""" result = await asyncio.to_thread( obb.equity.fundamental.dividends, symbol, provider=PROVIDER ) return to_list(result) async def get_filings(symbol: str, form_type: str | None = None) -> list[dict]: """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) async def search_company(query: str) -> list[dict]: """Search for companies by name.""" result = await asyncio.to_thread(obb.equity.search, query, provider="sec") return to_list(result)