003c1d6ffc
- Extract shared route_utils.py (validate_symbol, safe decorator)
removing duplication from 6 route files
- Extract shared obb_utils.py (to_list, extract_single, safe_last)
removing duplication from calendar_service and market_service
- Fix _to_list dict mutation during iteration (use comprehension)
- Fix double vars() call and live __dict__ mutation risk
- Fix route ordering: /etf/search and /crypto/search now registered
before /{symbol} path params to prevent shadowing
- Add date format validation (YYYY-MM-DD pattern) on calendar routes
- Use timezone-aware datetime.now(tz=timezone.utc) in all services
- Add explicit type annotation for asyncio.gather results
142 lines
4.5 KiB
Python
142 lines
4.5 KiB
Python
"""Calendar events (earnings, dividends, IPOs, splits), screening, and ownership."""
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import asyncio
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import logging
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from typing import Any
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from openbb import obb
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from obb_utils import to_list
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logger = logging.getLogger(__name__)
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async def get_earnings_calendar(
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start_date: str | None = None, end_date: str | None = None
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) -> list[dict[str, Any]]:
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"""Get upcoming earnings announcements."""
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try:
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kwargs: dict[str, Any] = {}
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if start_date:
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kwargs["start_date"] = start_date
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if end_date:
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kwargs["end_date"] = end_date
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result = await asyncio.to_thread(obb.equity.calendar.earnings, **kwargs)
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return to_list(result)
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except Exception:
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logger.warning("Earnings calendar failed", exc_info=True)
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return []
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async def get_dividend_calendar(
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start_date: str | None = None, end_date: str | None = None
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) -> list[dict[str, Any]]:
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"""Get upcoming dividend dates."""
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try:
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kwargs: dict[str, Any] = {}
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if start_date:
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kwargs["start_date"] = start_date
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if end_date:
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kwargs["end_date"] = end_date
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result = await asyncio.to_thread(obb.equity.calendar.dividend, **kwargs)
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return to_list(result)
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except Exception:
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logger.warning("Dividend calendar failed", exc_info=True)
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return []
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async def get_ipo_calendar(
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start_date: str | None = None, end_date: str | None = None
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) -> list[dict[str, Any]]:
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"""Get upcoming IPO dates."""
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try:
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kwargs: dict[str, Any] = {}
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if start_date:
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kwargs["start_date"] = start_date
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if end_date:
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kwargs["end_date"] = end_date
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result = await asyncio.to_thread(obb.equity.calendar.ipo, **kwargs)
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return to_list(result)
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except Exception:
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logger.warning("IPO calendar failed", exc_info=True)
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return []
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async def get_splits_calendar(
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start_date: str | None = None, end_date: str | None = None
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) -> list[dict[str, Any]]:
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"""Get upcoming stock split dates."""
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try:
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kwargs: dict[str, Any] = {}
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if start_date:
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kwargs["start_date"] = start_date
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if end_date:
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kwargs["end_date"] = end_date
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result = await asyncio.to_thread(obb.equity.calendar.splits, **kwargs)
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return to_list(result)
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except Exception:
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logger.warning("Splits calendar failed", exc_info=True)
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return []
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async def get_analyst_estimates(symbol: str) -> dict[str, Any]:
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"""Get analyst consensus estimates for a symbol."""
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try:
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result = await asyncio.to_thread(
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obb.equity.estimates.consensus, symbol, provider="yfinance"
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)
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items = to_list(result)
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return {"symbol": symbol, "estimates": items}
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except Exception:
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logger.warning("Analyst estimates failed for %s", symbol, exc_info=True)
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return {"symbol": symbol, "estimates": []}
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async def get_share_statistics(symbol: str) -> dict[str, Any]:
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"""Get share statistics (float, shares outstanding, etc.)."""
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try:
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result = await asyncio.to_thread(
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obb.equity.ownership.share_statistics, symbol, provider="yfinance"
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)
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items = to_list(result)
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return items[0] if items else {}
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except Exception:
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logger.warning("Share statistics failed for %s", symbol, exc_info=True)
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return {}
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async def get_insider_trading(symbol: str) -> list[dict[str, Any]]:
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"""Get insider trading data from SEC (free)."""
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try:
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result = await asyncio.to_thread(
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obb.equity.ownership.insider_trading, symbol, provider="sec"
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)
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return to_list(result)
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except Exception:
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logger.warning("SEC insider trading failed for %s", symbol, exc_info=True)
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return []
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async def get_institutional_holders(symbol: str) -> list[dict[str, Any]]:
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"""Get institutional holders from SEC 13F filings."""
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try:
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result = await asyncio.to_thread(
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obb.equity.ownership.form_13f, symbol, provider="sec"
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)
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return to_list(result)
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except Exception:
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logger.warning("13F data failed for %s", symbol, exc_info=True)
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return []
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async def screen_stocks() -> list[dict[str, Any]]:
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"""Screen stocks using available screener."""
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try:
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result = await asyncio.to_thread(
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obb.equity.screener, provider="yfinance"
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)
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return to_list(result)
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except Exception:
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logger.warning("Stock screener failed", exc_info=True)
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return []
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