16 Commits

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ea76776ee1 3.2.1
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2025-11-01 14:54:04 +00:00
54818293a1 fix(stocks/providers/provider.secedgar): Improve SEC EDGAR provider networking and error handling, update plugin path import, bump dev deps and add/refresh tests and lockfile 2025-11-01 14:54:04 +00:00
d49a738880 3.2.0
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2025-11-01 12:35:53 +00:00
6273faa2f9 feat(StockDataService): Add unified StockDataService and BaseProviderService with new stockdata interfaces, provider integrations, tests and README updates 2025-11-01 12:35:53 +00:00
d33c7e0f52 3.1.0
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2025-11-01 11:59:23 +00:00
79930c40ac feat(fundamentals): Add FundamentalsService and SEC EDGAR provider with caching, rate-limiting, tests, and docs updates 2025-11-01 11:59:23 +00:00
448278243e 3.0.0
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2025-10-31 15:05:48 +00:00
ec3e4dde75 BREAKING CHANGE(stocks): Unify stock provider API to discriminated IStockDataRequest and add company name/fullname enrichment 2025-10-31 15:05:48 +00:00
596be63554 2.1.0
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2025-10-31 14:00:59 +00:00
8632f0e94b feat(stocks): Add unified stock data API (getData) with historical/OHLCV support, smart caching and provider enhancements 2025-10-31 14:00:59 +00:00
28ae2bd737 2.0.0
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2025-10-31 12:12:29 +00:00
c806524e0c BREAKING CHANGE(OpenData): Require explicit directory paths for OpenData (nogit/download/germanBusinessData); remove automatic .nogit creation; update HandelsRegister, JsonlDataProcessor, tests and README. 2025-10-31 12:12:29 +00:00
fea83153ba 1.7.0
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2025-10-11 15:21:57 +00:00
4716ef03ba feat(stocks): Add Marketstack provider (EOD) with tests, exports and documentation updates 2025-10-11 15:21:57 +00:00
3b76de0831 1.6.1
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2025-09-24 07:56:53 +00:00
e94a6f8d5b fix(stocks): Fix Yahoo provider request handling and bump dependency versions 2025-09-24 07:56:53 +00:00
31 changed files with 14953 additions and 2123 deletions

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.serena/.gitignore vendored Normal file
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/cache

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# language of the project (csharp, python, rust, java, typescript, go, cpp, or ruby)
# * For C, use cpp
# * For JavaScript, use typescript
# Special requirements:
# * csharp: Requires the presence of a .sln file in the project folder.
language: typescript
# whether to use the project's gitignore file to ignore files
# Added on 2025-04-07
ignore_all_files_in_gitignore: true
# list of additional paths to ignore
# same syntax as gitignore, so you can use * and **
# Was previously called `ignored_dirs`, please update your config if you are using that.
# Added (renamed) on 2025-04-07
ignored_paths: []
# whether the project is in read-only mode
# If set to true, all editing tools will be disabled and attempts to use them will result in an error
# Added on 2025-04-18
read_only: false
# list of tool names to exclude. We recommend not excluding any tools, see the readme for more details.
# Below is the complete list of tools for convenience.
# To make sure you have the latest list of tools, and to view their descriptions,
# execute `uv run scripts/print_tool_overview.py`.
#
# * `activate_project`: Activates a project by name.
# * `check_onboarding_performed`: Checks whether project onboarding was already performed.
# * `create_text_file`: Creates/overwrites a file in the project directory.
# * `delete_lines`: Deletes a range of lines within a file.
# * `delete_memory`: Deletes a memory from Serena's project-specific memory store.
# * `execute_shell_command`: Executes a shell command.
# * `find_referencing_code_snippets`: Finds code snippets in which the symbol at the given location is referenced.
# * `find_referencing_symbols`: Finds symbols that reference the symbol at the given location (optionally filtered by type).
# * `find_symbol`: Performs a global (or local) search for symbols with/containing a given name/substring (optionally filtered by type).
# * `get_current_config`: Prints the current configuration of the agent, including the active and available projects, tools, contexts, and modes.
# * `get_symbols_overview`: Gets an overview of the top-level symbols defined in a given file.
# * `initial_instructions`: Gets the initial instructions for the current project.
# Should only be used in settings where the system prompt cannot be set,
# e.g. in clients you have no control over, like Claude Desktop.
# * `insert_after_symbol`: Inserts content after the end of the definition of a given symbol.
# * `insert_at_line`: Inserts content at a given line in a file.
# * `insert_before_symbol`: Inserts content before the beginning of the definition of a given symbol.
# * `list_dir`: Lists files and directories in the given directory (optionally with recursion).
# * `list_memories`: Lists memories in Serena's project-specific memory store.
# * `onboarding`: Performs onboarding (identifying the project structure and essential tasks, e.g. for testing or building).
# * `prepare_for_new_conversation`: Provides instructions for preparing for a new conversation (in order to continue with the necessary context).
# * `read_file`: Reads a file within the project directory.
# * `read_memory`: Reads the memory with the given name from Serena's project-specific memory store.
# * `remove_project`: Removes a project from the Serena configuration.
# * `replace_lines`: Replaces a range of lines within a file with new content.
# * `replace_symbol_body`: Replaces the full definition of a symbol.
# * `restart_language_server`: Restarts the language server, may be necessary when edits not through Serena happen.
# * `search_for_pattern`: Performs a search for a pattern in the project.
# * `summarize_changes`: Provides instructions for summarizing the changes made to the codebase.
# * `switch_modes`: Activates modes by providing a list of their names
# * `think_about_collected_information`: Thinking tool for pondering the completeness of collected information.
# * `think_about_task_adherence`: Thinking tool for determining whether the agent is still on track with the current task.
# * `think_about_whether_you_are_done`: Thinking tool for determining whether the task is truly completed.
# * `write_memory`: Writes a named memory (for future reference) to Serena's project-specific memory store.
excluded_tools: []
# initial prompt for the project. It will always be given to the LLM upon activating the project
# (contrary to the memories, which are loaded on demand).
initial_prompt: ""
project_name: "opendata"

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# Changelog
## 2025-11-01 - 3.2.1 - fix(stocks/providers/provider.secedgar)
Improve SEC EDGAR provider networking and error handling, update plugin path import, bump dev deps and add/refresh tests and lockfile
- SEC EDGAR provider: switch from SmartRequest to native fetch for ticker list and company facts, add AbortController-based timeouts, handle gzip automatically, improve response validation and error messages, and keep CIK/ticker-list caching
- Improve timeout and rate-limit handling in SecEdgarProvider (uses native fetch + explicit timeout clear), plus clearer logging on failures
- Update ts/plugins import to use node:path for Node compatibility
- Bump devDependencies: @git.zone/tsrun to ^1.6.2 and @git.zone/tstest to ^2.7.0; bump @push.rocks/smartrequest to ^4.3.4
- Add and refresh comprehensive test files (node/bun/deno variants) for fundamentals, marketstack, secedgar and stockdata services
- Add deno.lock (dependency lock) and a local .claude/settings.local.json for CI/permissions
## 2025-11-01 - 3.2.0 - feat(StockDataService)
Add unified StockDataService and BaseProviderService with new stockdata interfaces, provider integrations, tests and README updates
- Introduce StockDataService: unified API to fetch prices and fundamentals with automatic enrichment and caching
- Add IStockData and IStockDataServiceConfig interfaces to define combined price+fundamentals payloads and configuration
- Implement BaseProviderService abstraction to share provider registration, health, stats and caching logic
- Add classes.stockdataservice.ts implementing batch/single fetch, enrichment, caching, health checks and provider stats
- Export new stockdata module and classes from ts/stocks/index.ts
- Add comprehensive tests: test/test.stockdata.service.node.ts to cover setup, provider registration, fetching, caching, enrichment, health and error handling
- Update README with Unified Stock Data API examples, usage, and documentation reflecting new unified service
- Minor infra: add .claude/settings.local.json permissions for local tooling and web fetch domains
## 2025-11-01 - 3.1.0 - feat(fundamentals)
Add FundamentalsService and SEC EDGAR provider with caching, rate-limiting, tests, and docs updates
- Introduce FundamentalsService to manage fundamentals providers, caching, retry logic and provider statistics
- Add SecEdgarProvider to fetch SEC EDGAR company facts (CIK lookup, company facts parsing) with rate limiting and local caches
- Expose fundamentals interfaces and services from ts/stocks (exports updated)
- Add comprehensive tests for FundamentalsService and SecEdgarProvider (new test files)
- Update README with new Fundamentals module documentation, usage examples, and configuration guidance
- Implement caching and TTL handling for fundamentals data and provider-specific cache TTL support
- Add .claude/settings.local.json (local permissions) and various test improvements
## 2025-10-31 - 3.0.0 - BREAKING CHANGE(stocks)
Unify stock provider API to discriminated IStockDataRequest and add company name/fullname enrichment
- Replace legacy provider methods (fetchPrice/fetchPrices) with a single fetchData(request: IStockDataRequest) on IStockProvider — providers must be migrated to the new signature.
- Migrate StockPriceService to the unified getData(request: IStockDataRequest) API. Convenience helpers getPrice/getPrices now wrap getData.
- Add companyName and companyFullName fields to IStockPrice and populate them in provider mappings (Marketstack mapping updated; Yahoo provider updated to support the unified API).
- MarketstackProvider: added buildCompanyFullName helper and improved mapping to include company identification fields and full name formatting.
- YahooFinanceProvider: updated to implement fetchData and to route current/batch requests through the new unified request types; historical/intraday throw explicit errors.
- Updated tests to exercise the new unified API, company-name enrichment, caching behavior, and provider direct methods.
- Note: This is a breaking change for external providers and integrations that implemented the old fetchPrice/fetchPrices API. Bump major version.
## 2025-10-31 - 2.1.0 - feat(stocks)
Add unified stock data API (getData) with historical/OHLCV support, smart caching and provider enhancements
- Introduce discriminated union request types (IStockDataRequest) and a unified getData() method (replaces legacy getPrice/getPrices for new use cases)
- Add OHLCV fields (open, high, low, volume, adjusted) and metadata (dataType, fetchedAt) to IStockPrice
- Implement data-type aware smart caching with TTLs (historical = never expire, EOD = 24h, live = 30s, intraday matches interval)
- Extend StockPriceService: new getData(), data-specific cache keys, cache maxEntries increased (default 10000), and TTL-aware add/get cache logic
- Enhance Marketstack provider: unified fetchData(), historical date-range retrieval with pagination, exchange filtering, batch current fetch, OHLCV mapping, and intraday placeholder
- Update Yahoo provider to include dataType and fetchedAt (live data) and maintain legacy fetchPrice/fetchPrices compatibility
- Add/adjust tests to cover unified API, historical retrieval, OHLCV presence and smart caching behavior; test setup updated to require explicit OpenData directory paths
- Update README to document v2.1 changes, migration examples, and new stock provider capabilities
## 2025-10-31 - 2.0.0 - BREAKING CHANGE(OpenData)
Require explicit directory paths for OpenData (nogit/download/germanBusinessData); remove automatic .nogit creation; update HandelsRegister, JsonlDataProcessor, tests and README.
- Breaking: OpenData constructor now requires a config object with nogitDir, downloadDir and germanBusinessDataDir. The constructor will throw if these paths are not provided.
- Removed automatic creation/export of .nogit/download/germanBusinessData from ts/paths. OpenData.start now ensures the required directories exist.
- HandelsRegister API changed: constructor now accepts downloadDir and manages its own unique download folder; screenshot and download paths now use the configured downloadDir.
- JsonlDataProcessor now accepts a germanBusinessDataDir parameter and uses it when ensuring/storing data instead of relying on global paths.
- Updated tests to provide explicit path configuration (tests now set testNogitDir, testDownloadDir, testGermanBusinessDataDir and write outputs accordingly) and to use updated constructors and qenv usage.
- Documentation updated (README) to document the breaking change and show examples for required directory configuration when instantiating OpenData.
- Added .claude/settings.local.json for local permissions/config used in development/CI environments.
## 2025-10-11 - 1.7.0 - feat(stocks)
Add Marketstack provider (EOD) with tests, exports and documentation updates
- Add MarketstackProvider implementation (ts/stocks/providers/provider.marketstack.ts) providing EOD single and batch fetching, availability checks and mapping to IStockPrice.
- Export MarketstackProvider from ts/stocks/index.ts so it is available via the public API.
- Add comprehensive Marketstack tests (test/test.marketstack.node.ts) covering registration, health checks, single/batch fetches, caching, ticker/market validation, provider stats and sample output.
- Update README with Marketstack usage examples, configuration, API key instructions and provider/health documentation.
- Bump dev dependency @git.zone/tstest to ^2.4.2 in package.json.
- Add project helper/config files (.claude/settings.local.json, .serena/project.yml and .serena/.gitignore) to support CI/tooling.
## 2025-09-24 - 1.6.1 - fix(stocks)
Fix Yahoo provider request handling and bump dependency versions
- Refactored Yahoo Finance provider to use SmartRequest.create() builder and await response.json() for HTTP responses (replaces direct getJson usage).
- Improved batch and single-price fetching to use the SmartRequest API, keeping User-Agent header and timeouts.
- Added a compile-time type-check alias to ensure IStockPrice matches tsclass.finance.IStockPrice.
- Bumped development and runtime dependency versions (notable bumps include @git.zone/tsbuild, @git.zone/tstest, @push.rocks/qenv, @push.rocks/smartarchive, @push.rocks/smartdata, @push.rocks/smartfile, @push.rocks/smartlog, @push.rocks/smartpath, @push.rocks/smartrequest, @tsclass/tsclass).
- Added .claude/settings.local.json to grant local CI permissions for a few Bash commands.
## 2025-07-12 - 1.6.0 - feat(readme)
Revamp documentation and package description for enhanced clarity

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{
"name": "@fin.cx/opendata",
"version": "1.6.0",
"version": "3.2.1",
"private": false,
"description": "A comprehensive TypeScript library for accessing business data and real-time financial information. Features include German company data management with MongoDB integration, JSONL bulk processing, automated Handelsregister interactions, and real-time stock market data from multiple providers.",
"main": "dist_ts/index.js",
@@ -14,29 +14,29 @@
"buildDocs": "(tsdoc)"
},
"devDependencies": {
"@git.zone/tsbuild": "^2.6.4",
"@git.zone/tsbuild": "^2.6.8",
"@git.zone/tsbundle": "^2.5.1",
"@git.zone/tsrun": "^1.3.3",
"@git.zone/tstest": "^2.3.1",
"@git.zone/tsrun": "^1.6.2",
"@git.zone/tstest": "^2.7.0",
"@types/node": "^22.14.0"
},
"dependencies": {
"@push.rocks/lik": "^6.2.2",
"@push.rocks/qenv": "^6.1.0",
"@push.rocks/smartarchive": "^4.0.39",
"@push.rocks/qenv": "^6.1.3",
"@push.rocks/smartarchive": "^4.2.2",
"@push.rocks/smartarray": "^1.1.0",
"@push.rocks/smartbrowser": "^2.0.8",
"@push.rocks/smartdata": "^5.15.1",
"@push.rocks/smartdata": "^5.16.4",
"@push.rocks/smartdelay": "^3.0.5",
"@push.rocks/smartfile": "^11.2.5",
"@push.rocks/smartlog": "^3.1.8",
"@push.rocks/smartpath": "^5.0.18",
"@push.rocks/smartfile": "^11.2.7",
"@push.rocks/smartlog": "^3.1.10",
"@push.rocks/smartpath": "^6.0.0",
"@push.rocks/smartpromise": "^4.2.3",
"@push.rocks/smartrequest": "^2.1.0",
"@push.rocks/smartrequest": "^4.3.4",
"@push.rocks/smartstream": "^3.2.5",
"@push.rocks/smartunique": "^3.0.9",
"@push.rocks/smartxml": "^1.1.1",
"@tsclass/tsclass": "^9.2.0"
"@tsclass/tsclass": "^9.3.0"
},
"repository": {
"type": "git",

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# @fin.cx/opendata
🚀 **Real-time financial data and German business intelligence in one powerful TypeScript library**
Access live stock prices, cryptocurrencies, forex, commodities AND comprehensive German company data - all through a single, unified API.
🚀 **Complete financial intelligence toolkit for TypeScript**
Access real-time stock prices, fundamental financial data, and comprehensive German company information - all through a single, unified API.
## Installation
```bash
npm install @fin.cx/opendata
# or
yarn add @fin.cx/opendata
pnpm add @fin.cx/opendata
```
## Quick Start
### 📈 Real-Time Stock Data
### ✨ Unified Stock Data API (Recommended)
Get live market data in seconds:
Get complete stock data with automatic enrichment - the elegant way:
```typescript
import { StockPriceService, YahooFinanceProvider } from '@fin.cx/opendata';
import { StockDataService, YahooFinanceProvider, SecEdgarProvider } from '@fin.cx/opendata';
// Initialize the service
const stockService = new StockPriceService();
stockService.register(new YahooFinanceProvider());
// Initialize unified service
const stockData = new StockDataService();
// Get single stock price
const apple = await stockService.getPrice({ ticker: 'AAPL' });
console.log(`Apple: $${apple.price} (${apple.changePercent.toFixed(2)}%)`);
// Register providers
stockData.registerPriceProvider(new YahooFinanceProvider());
stockData.registerFundamentalsProvider(new SecEdgarProvider({
userAgent: 'YourCompany youremail@example.com'
}));
// Get multiple prices at once
const prices = await stockService.getPrices({
tickers: ['AAPL', 'MSFT', 'GOOGL', 'BTC-USD', 'ETH-USD']
// Get complete stock data with ONE method call
const apple = await stockData.getStockData('AAPL');
console.log({
company: apple.fundamentals.companyName, // "Apple Inc."
price: apple.price.price, // $270.37
marketCap: apple.fundamentals.marketCap, // $4.13T (auto-calculated!)
peRatio: apple.fundamentals.priceToEarnings, // 28.42 (auto-calculated!)
pbRatio: apple.fundamentals.priceToBook, // 45.12 (auto-calculated!)
eps: apple.fundamentals.earningsPerShareDiluted, // $6.13
revenue: apple.fundamentals.revenue // $385.6B
});
// Market indices, crypto, forex, commodities - all supported!
const marketData = await stockService.getPrices({
tickers: ['^GSPC', '^DJI', 'BTC-USD', 'EURUSD=X', 'GC=F']
// Batch fetch with automatic enrichment
const stocks = await stockData.getBatchStockData(['AAPL', 'MSFT', 'GOOGL']);
stocks.forEach(stock => {
console.log(`${stock.ticker}: $${stock.price.price.toFixed(2)}, ` +
`P/E ${stock.fundamentals?.priceToEarnings?.toFixed(2)}`);
});
// Output:
// AAPL: $270.37, P/E 28.42
// MSFT: $425.50, P/E 34.21
// GOOGL: $142.15, P/E 25.63
```
### 🏢 German Business Data
**Why use the unified API?**
-**Single service** for both prices and fundamentals
-**Automatic enrichment** - Market cap, P/E, P/B calculated automatically
-**One method call** - No manual `enrichWithPrice()` calls
-**Simplified code** - Less boilerplate, more readable
-**Type-safe** - Full TypeScript support
Access comprehensive data on German companies:
### 📈 Price-Only Data (Alternative)
If you only need prices without fundamentals:
```typescript
import { StockDataService, YahooFinanceProvider } from '@fin.cx/opendata';
const stockData = new StockDataService();
stockData.registerPriceProvider(new YahooFinanceProvider());
// Get just the price
const price = await stockData.getPrice('AAPL');
console.log(`${price.ticker}: $${price.price}`);
// Or use StockPriceService directly for more control
import { StockPriceService } from '@fin.cx/opendata';
const stockService = new StockPriceService({ ttl: 60000 });
stockService.register(new YahooFinanceProvider());
const apple = await stockService.getData({ type: 'current', ticker: 'AAPL' });
console.log(`${apple.companyFullName}: $${apple.price}`);
```
### 💰 Fundamentals-Only Data (Alternative)
If you only need fundamentals without prices:
```typescript
import { StockDataService, SecEdgarProvider } from '@fin.cx/opendata';
const stockData = new StockDataService();
stockData.registerFundamentalsProvider(new SecEdgarProvider({
userAgent: 'YourCompany youremail@example.com'
}));
// Get just fundamentals
const fundamentals = await stockData.getFundamentals('AAPL');
console.log({
company: fundamentals.companyName,
eps: fundamentals.earningsPerShareDiluted,
revenue: fundamentals.revenue,
sharesOutstanding: fundamentals.sharesOutstanding
});
// Or use FundamentalsService directly
import { FundamentalsService } from '@fin.cx/opendata';
const fundamentalsService = new FundamentalsService();
fundamentalsService.register(new SecEdgarProvider({
userAgent: 'YourCompany youremail@example.com'
}));
const data = await fundamentalsService.getFundamentals('AAPL');
```
### 🏢 German Business Intelligence
Access comprehensive German company data:
```typescript
import { OpenData } from '@fin.cx/opendata';
import * as path from 'path';
const openData = new OpenData();
// Configure directory paths
const openData = new OpenData({
nogitDir: path.join(process.cwd(), '.nogit'),
downloadDir: path.join(process.cwd(), '.nogit', 'downloads'),
germanBusinessDataDir: path.join(process.cwd(), '.nogit', 'germanbusinessdata')
});
await openData.start();
// Create a business record
const company = new openData.CBusinessRecord();
company.data = {
name: "TechStart GmbH",
city: "Berlin",
registrationId: "HRB 123456",
// ... more fields
};
await company.save();
// Search for companies
const results = await openData.handelsregister.searchCompany("Siemens AG");
// Search companies by city
const berlinCompanies = await openData.db
.collection('businessrecords')
.find({ city: "Berlin" })
.toArray();
// Import bulk data from official sources
await openData.buildInitialDb();
// Get detailed information with documents
const details = await openData.handelsregister.getSpecificCompany({
court: "Munich",
type: "HRB",
number: "6684"
});
```
## Features
### 🎯 Stock Market Module
### 📊 Stock Market Module
- **Real-time prices** for stocks, ETFs, indices, crypto, forex, and commodities
- **Batch operations** - fetch 100+ symbols in one request
- **Smart caching** - configurable TTL, automatic invalidation
- **Provider system** - easily extensible for new data sources
- **Automatic retries** and fallback mechanisms
- **Type-safe** - full TypeScript support with detailed interfaces
- **Real-Time Prices** - Live and EOD stock prices from Yahoo Finance and Marketstack
- **Company Names** - Automatic company name extraction (e.g., "Apple Inc (NASDAQ:AAPL)")
- **Historical Data** - Up to 15 years of daily EOD prices with pagination
- **OHLCV Data** - Open, High, Low, Close, Volume for technical analysis
- **Exchange Filtering** - Query specific exchanges via MIC codes (XNAS, XLON, XNYS)
- **Smart Caching** - Data-type aware TTL (historical cached forever, EOD 24h, live 30s)
- **Batch Operations** - Fetch 100+ symbols in one request
- **Type-Safe API** - Full TypeScript support with discriminated unions
- **Multi-Provider** - Automatic fallback between providers
### 💰 Fundamental Data Module
- **SEC EDGAR Integration** - FREE fundamental data directly from SEC filings
- **Comprehensive Metrics** - EPS, Revenue, Assets, Liabilities, Cash Flow, and more
- **All US Public Companies** - Complete coverage of SEC-registered companies
- **Historical Filings** - Data back to ~2009
- **CIK Lookup** - Automatic ticker-to-CIK mapping with smart caching
- **Calculated Ratios** - Market Cap, P/E, P/B ratios when combined with prices
- **No API Key Required** - Direct access to SEC's public API
- **Rate Limit Management** - Built-in 10 req/sec rate limiting
### 🇩🇪 German Business Intelligence
- **MongoDB integration** for scalable data storage
- **Bulk JSONL import** from official German data sources
- **Handelsregister automation** - automated document retrieval
- **CRUD operations** with validation
- **Streaming processing** for multi-GB datasets
- **MongoDB Integration** - Scalable data storage for millions of records
- **Bulk JSONL Import** - Process multi-GB datasets efficiently
- **Handelsregister Automation** - Automated document retrieval
- **CRUD Operations** - Full database management with validation
- **Streaming Processing** - Handle large datasets without memory issues
## Advanced Examples
### Combined Market Analysis (Unified API)
Analyze multiple companies with automatic enrichment:
```typescript
import { StockDataService, YahooFinanceProvider, SecEdgarProvider } from '@fin.cx/opendata';
// Setup unified service
const stockData = new StockDataService();
stockData.registerPriceProvider(new YahooFinanceProvider());
stockData.registerFundamentalsProvider(new SecEdgarProvider({
userAgent: 'YourCompany youremail@example.com'
}));
// Analyze multiple companies with ONE call
const tickers = ['AAPL', 'MSFT', 'GOOGL', 'AMZN'];
const stocks = await stockData.getBatchStockData(tickers);
// All metrics are automatically calculated!
stocks.forEach(stock => {
if (stock.fundamentals) {
console.log(`\n${stock.fundamentals.companyName} (${stock.ticker})`);
console.log(` Price: $${stock.price.price.toFixed(2)}`);
console.log(` Market Cap: $${(stock.fundamentals.marketCap! / 1e9).toFixed(2)}B`);
console.log(` P/E Ratio: ${stock.fundamentals.priceToEarnings!.toFixed(2)}`);
console.log(` Revenue: $${(stock.fundamentals.revenue! / 1e9).toFixed(2)}B`);
console.log(` EPS: $${stock.fundamentals.earningsPerShareDiluted!.toFixed(2)}`);
}
});
// Or analyze one-by-one with automatic enrichment
for (const ticker of tickers) {
const stock = await stockData.getStockData(ticker);
// Everything is already enriched - no manual calculations needed!
console.log(`${ticker}: P/E ${stock.fundamentals?.priceToEarnings?.toFixed(2)}`);
}
```
### Fundamental Data Screening
Screen stocks by financial metrics:
```typescript
// Fetch data for multiple tickers
const tickers = ['AAPL', 'MSFT', 'GOOGL', 'AMZN', 'META', 'NVDA', 'TSLA'];
const stocks = await stockData.getBatchStockData(tickers);
// Filter by criteria (all metrics auto-calculated!)
const valueStocks = stocks.filter(stock => {
const f = stock.fundamentals;
return f &&
f.priceToEarnings! < 30 && // P/E under 30
f.priceToBook! < 10 && // P/B under 10
f.revenue! > 100_000_000_000; // Revenue > $100B
});
console.log('\n💎 Value Stocks:');
valueStocks.forEach(stock => {
console.log(`${stock.ticker}: P/E ${stock.fundamentals!.priceToEarnings!.toFixed(2)}, ` +
`P/B ${stock.fundamentals!.priceToBook!.toFixed(2)}`);
});
```
### Historical Data Analysis
Fetch and analyze historical price trends:
```typescript
// Get 1 year of historical data
const history = await stockService.getData({
type: 'historical',
ticker: 'AAPL',
from: new Date('2024-01-01'),
to: new Date('2024-12-31'),
sort: 'DESC' // Newest first
});
// Calculate statistics
const prices = history.map(p => p.price);
const high52Week = Math.max(...prices);
const low52Week = Math.min(...prices);
const avgPrice = prices.reduce((a, b) => a + b) / prices.length;
console.log(`52-Week Analysis for AAPL:`);
console.log(` High: $${high52Week.toFixed(2)}`);
console.log(` Low: $${low52Week.toFixed(2)}`);
console.log(` Average: $${avgPrice.toFixed(2)}`);
console.log(` Days: ${history.length}`);
// Calculate Simple Moving Average
const calculateSMA = (data: IStockPrice[], period: number) => {
const sma: number[] = [];
for (let i = period - 1; i < data.length; i++) {
const sum = data.slice(i - period + 1, i + 1)
.reduce((acc, p) => acc + p.price, 0);
sma.push(sum / period);
}
return sma;
};
const sma20 = calculateSMA(history, 20);
const sma50 = calculateSMA(history, 50);
console.log(`\nMoving Averages:`);
console.log(` 20-day SMA: $${sma20[0].toFixed(2)}`);
console.log(` 50-day SMA: $${sma50[0].toFixed(2)}`);
```
### OHLCV Technical Analysis
Use OHLCV data for technical indicators:
```typescript
const history = await stockService.getData({
type: 'historical',
ticker: 'TSLA',
from: new Date('2024-11-01'),
to: new Date('2024-11-30')
});
// Calculate daily trading range
for (const day of history) {
const range = day.high! - day.low!;
const rangePercent = (range / day.low!) * 100;
console.log(`${day.timestamp.toISOString().split('T')[0]}:`);
console.log(` Open: $${day.open}`);
console.log(` High: $${day.high}`);
console.log(` Low: $${day.low}`);
console.log(` Close: $${day.price}`);
console.log(` Volume: ${day.volume?.toLocaleString()}`);
console.log(` Range: $${range.toFixed(2)} (${rangePercent.toFixed(2)}%)`);
}
```
### Fundamental Data Screening
Screen stocks based on fundamental metrics:
```typescript
const tickers = ['AAPL', 'MSFT', 'GOOGL', 'AMZN', 'TSLA', 'META', 'NVDA'];
// Fetch fundamentals for all tickers
const allFundamentals = await fundamentalsService.getBatchFundamentals(tickers);
// Get current prices
const prices = await stockService.getData({
type: 'batch',
tickers: tickers
});
// Create price map
const priceMap = new Map(prices.map(p => [p.ticker, p.price]));
// Enrich with prices
const enriched = await fundamentalsService.enrichBatchWithPrices(
allFundamentals,
priceMap
);
// Screen for value stocks (P/E < 25, P/B < 5)
const valueStocks = enriched.filter(f =>
f.priceToEarnings && f.priceToEarnings < 25 &&
f.priceToBook && f.priceToBook < 5
);
console.log('Value Stocks:');
valueStocks.forEach(stock => {
console.log(`\n${stock.companyName} (${stock.ticker})`);
console.log(` P/E Ratio: ${stock.priceToEarnings!.toFixed(2)}`);
console.log(` P/B Ratio: ${stock.priceToBook!.toFixed(2)}`);
console.log(` Market Cap: $${(stock.marketCap! / 1e9).toFixed(2)}B`);
});
```
### Market Dashboard
Create a real-time market overview:
Create a comprehensive market overview:
```typescript
const indicators = [
// Indices
{ ticker: '^GSPC', name: 'S&P 500' },
{ ticker: '^IXIC', name: 'NASDAQ' },
// Tech Giants
{ ticker: 'AAPL', name: 'Apple' },
{ ticker: 'MSFT', name: 'Microsoft' },
// Crypto
{ ticker: 'BTC-USD', name: 'Bitcoin' },
{ ticker: 'ETH-USD', name: 'Ethereum' },
// Commodities
{ ticker: 'GC=F', name: 'Gold' },
{ ticker: 'CL=F', name: 'Oil' }
{ ticker: 'GOOGL', name: 'Alphabet' },
{ ticker: 'AMZN', name: 'Amazon' },
{ ticker: 'TSLA', name: 'Tesla' }
];
const prices = await stockService.getPrices({
const prices = await stockService.getData({
type: 'batch',
tickers: indicators.map(i => i.ticker)
});
@@ -124,64 +383,37 @@ prices.forEach(price => {
const color = price.change >= 0 ? '\x1b[32m' : '\x1b[31m';
console.log(
`${indicator.name.padEnd(15)} ${price.price.toFixed(2).padStart(10)} ` +
`${price.companyName!.padEnd(25)} $${price.price.toFixed(2).padStart(8)} ` +
`${color}${arrow} ${price.changePercent.toFixed(2)}%\x1b[0m`
);
});
```
### Handelsregister Integration
### Exchange-Specific Trading
Automate German company data retrieval:
Compare prices across different exchanges:
```typescript
// Search for a company
const results = await openData.handelsregister.searchCompany("Siemens AG");
// Vodafone trades on both London and NYSE
const exchanges = [
{ mic: 'XLON', name: 'London Stock Exchange' },
{ mic: 'XNYS', name: 'New York Stock Exchange' }
];
// Get detailed information and documents
const details = await openData.handelsregister.getSpecificCompany({
court: "Munich",
type: "HRB",
number: "6684"
for (const exchange of exchanges) {
try {
const price = await stockService.getData({
type: 'current',
ticker: 'VOD',
exchange: exchange.mic
});
// Downloaded files include:
// - XML data (SI files)
// - PDF documents (AD files)
for (const file of details.files) {
await file.writeToDir('./downloads');
}
```
### Combined Data Analysis
Merge financial and business data:
```typescript
// Find all public German companies (AG)
const publicCompanies = await openData.db
.collection('businessrecords')
.find({ legalForm: 'AG' })
.toArray();
// Enrich with stock data
for (const company of publicCompanies) {
try {
// Map company to ticker (custom logic needed)
const ticker = mapCompanyToTicker(company.data.name);
if (ticker) {
const stock = await stockService.getPrice({ ticker });
// Add financial metrics
company.data.stockPrice = stock.price;
company.data.marketCap = stock.price * getSharesOutstanding(ticker);
company.data.priceChange = stock.changePercent;
await company.save();
}
console.log(`${exchange.name}:`);
console.log(` Price: ${price.price} ${price.currency}`);
console.log(` Volume: ${price.volume?.toLocaleString()}`);
console.log(` Exchange: ${price.exchangeName}`);
} catch (error) {
// Handle missing tickers gracefully
console.log(`${exchange.name}: Not available`);
}
}
```
@@ -192,25 +424,75 @@ for (const company of publicCompanies) {
```typescript
const stockService = new StockPriceService({
ttl: 60000, // Cache for 1 minute
maxEntries: 1000 // Max cached symbols
ttl: 60000, // Default cache TTL in ms
maxEntries: 10000 // Max cached entries
});
// Provider configuration
stockService.register(new YahooFinanceProvider(), {
// Marketstack - EOD data (requires API key)
stockService.register(new MarketstackProvider('YOUR_API_KEY'), {
enabled: true,
priority: 100,
timeout: 10000,
retryAttempts: 3,
retryDelay: 1000
});
// Yahoo Finance - Real-time data (no API key)
stockService.register(new YahooFinanceProvider(), {
enabled: true,
priority: 50
});
```
### MongoDB Setup
### Fundamentals Service Options
Set environment variables:
```typescript
const fundamentalsService = new FundamentalsService({
ttl: 90 * 24 * 60 * 60 * 1000, // 90 days (quarterly refresh)
maxEntries: 10000
});
// SEC EDGAR provider (FREE - no API key!)
fundamentalsService.register(new SecEdgarProvider({
userAgent: 'YourCompany youremail@example.com',
cikCacheTTL: 30 * 24 * 60 * 60 * 1000, // 30 days
fundamentalsCacheTTL: 90 * 24 * 60 * 60 * 1000, // 90 days
timeout: 30000
}));
```
### Directory Configuration (German Business Data)
All directory paths are mandatory when using German business data features:
```typescript
import { OpenData } from '@fin.cx/opendata';
import * as path from 'path';
// Development
const openData = new OpenData({
nogitDir: path.join(process.cwd(), '.nogit'),
downloadDir: path.join(process.cwd(), '.nogit', 'downloads'),
germanBusinessDataDir: path.join(process.cwd(), '.nogit', 'germanbusinessdata')
});
// Production
const openDataProd = new OpenData({
nogitDir: '/var/lib/myapp/data',
downloadDir: '/var/lib/myapp/data/downloads',
germanBusinessDataDir: '/var/lib/myapp/data/germanbusinessdata'
});
```
### Environment Variables
Set environment variables for API keys and database:
```env
# Marketstack API (for EOD stock data)
MARKETSTACK_COM_TOKEN=your_api_key_here
# MongoDB (for German business data)
MONGODB_URL=mongodb://localhost:27017
MONGODB_NAME=opendata
MONGODB_USER=myuser
@@ -219,7 +501,7 @@ MONGODB_PASS=mypass
## API Reference
### Stock Types
### Stock Price Interfaces
```typescript
interface IStockPrice {
@@ -234,65 +516,210 @@ interface IStockPrice {
marketState: 'PRE' | 'REGULAR' | 'POST' | 'CLOSED';
exchange?: string;
exchangeName?: string;
// OHLCV data
volume?: number;
open?: number;
high?: number;
low?: number;
adjusted?: boolean;
dataType: 'eod' | 'intraday' | 'live';
fetchedAt: Date;
// Company identification
companyName?: string; // "Apple Inc"
companyFullName?: string; // "Apple Inc (NASDAQ:AAPL)"
}
```
### Fundamental Data Interfaces
```typescript
interface IStockFundamentals {
ticker: string;
cik: string;
companyName: string;
provider: string;
timestamp: Date;
fetchedAt: Date;
// Per-share metrics
earningsPerShareBasic?: number;
earningsPerShareDiluted?: number;
sharesOutstanding?: number;
// Income statement (annual USD)
revenue?: number;
netIncome?: number;
operatingIncome?: number;
grossProfit?: number;
// Balance sheet (annual USD)
assets?: number;
liabilities?: number;
stockholdersEquity?: number;
cash?: number;
propertyPlantEquipment?: number;
// Calculated metrics (requires price)
marketCap?: number; // price × sharesOutstanding
priceToEarnings?: number; // price / EPS
priceToBook?: number; // marketCap / stockholdersEquity
// Metadata
fiscalYear?: string;
fiscalQuarter?: string;
filingDate?: Date;
form?: '10-K' | '10-Q' | string;
}
```
### Key Methods
**StockPriceService**
- `getPrice(request)` - Single stock price
- `getPrices(request)` - Batch prices
- `register(provider)` - Add data provider
- `getData(request)` - Unified method for all stock data (current, historical, batch)
- `getPrice(request)` - Convenience method for single current price
- `getPrices(request)` - Convenience method for batch current prices
- `register(provider, config)` - Add data provider with priority and retry config
- `checkProvidersHealth()` - Test all providers and return health status
- `getProviderStats()` - Get success/error statistics for each provider
- `clearCache()` - Clear price cache
- `setCacheTTL(ttl)` - Update cache TTL dynamically
**FundamentalsService**
- `getFundamentals(ticker)` - Get fundamental data for single ticker
- `getBatchFundamentals(tickers)` - Get fundamentals for multiple tickers
- `enrichWithPrice(fundamentals, price)` - Calculate market cap, P/E, P/B ratios
- `enrichBatchWithPrices(fundamentals, priceMap)` - Batch enrich with prices
- `register(provider, config)` - Add fundamentals provider
- `checkProvidersHealth()` - Test all providers
- `getProviderStats()` - Get success/error statistics
- `clearCache()` - Clear fundamentals cache
**SecEdgarProvider**
- ✅ FREE - No API key required
- ✅ All US public companies
- ✅ Comprehensive US GAAP financial metrics
- ✅ Historical data back to ~2009
- ✅ Direct access to SEC filings (10-K, 10-Q)
- ✅ Smart caching (CIK: 30 days, Fundamentals: 90 days)
- ✅ Rate limiting (10 requests/second)
- Requires User-Agent header in format: "Company Name Email"
**MarketstackProvider**
- ✅ End-of-Day (EOD) stock prices
- ✅ 500,000+ tickers across 72+ exchanges worldwide
- ✅ Historical data with pagination
- ✅ Batch fetching support
- ✅ OHLCV data (Open, High, Low, Close, Volume)
- ✅ Company names included automatically
- ⚠️ Requires API key (free tier: 100 requests/month)
**YahooFinanceProvider**
- ✅ Real-time stock prices
- ✅ No API key required
- ✅ Global coverage
- ✅ Company names included
- ⚠️ Rate limits may apply
**OpenData**
- `start()` - Initialize MongoDB connection
- `buildInitialDb()` - Import bulk data
- `CBusinessRecord` - Business record class
- `handelsregister` - Registry automation
- `handelsregister` - German registry automation
## Performance
## Provider Architecture
- **Batch fetching**: Get 100+ prices in <500ms
- **Caching**: Instant repeated queries
- **Concurrent processing**: Handle 1000+ records/second
- **Streaming**: Process GB-sized datasets without memory issues
## Extensibility
The provider architecture makes it easy to add new data sources:
Add custom data providers easily:
```typescript
class MyCustomProvider implements IStockProvider {
name = 'My Provider';
priority = 50;
requiresAuth = true;
rateLimit = { requestsPerMinute: 60 };
async fetchPrice(request: IStockQuoteRequest): Promise<IStockPrice> {
// Your implementation
async fetchData(request: IStockDataRequest): Promise<IStockPrice | IStockPrice[]> {
// Implement unified data fetching
switch (request.type) {
case 'current':
return this.fetchCurrentPrice(request);
case 'batch':
return this.fetchBatchPrices(request);
case 'historical':
return this.fetchHistoricalPrices(request);
default:
throw new Error(`Unsupported request type`);
}
}
// ... other required methods
async isAvailable(): Promise<boolean> {
// Health check
return true;
}
supportsMarket(market: string): boolean {
return ['US', 'UK', 'DE'].includes(market);
}
supportsTicker(ticker: string): boolean {
return /^[A-Z]{1,5}$/.test(ticker);
}
}
stockService.register(new MyCustomProvider());
```
## Performance
- **Batch Fetching**: Get 100+ prices in one API request
- **Smart Caching**: Data-type aware TTL (historical cached forever, EOD 24h, live 30s)
- **Rate Limit Management**: Automatic retry logic for API limits
- **Concurrent Processing**: Handle 1000+ records/second
- **Streaming**: Process GB-sized datasets without memory issues
- **Provider Fallback**: Automatic failover between data sources
## Testing
Run the comprehensive test suite:
```bash
npm test
pnpm test
```
View live market data:
Test specific modules:
```bash
npm test -- --grep "market indicators"
# Stock price providers
pnpm tstest test/test.marketstack.node.ts --verbose
pnpm tstest test/test.stocks.ts --verbose
# Fundamental data
pnpm tstest test/test.secedgar.provider.node.ts --verbose
pnpm tstest test/test.fundamentals.service.node.ts --verbose
# German business data
pnpm tstest test/test.handelsregister.ts --verbose
```
## Contributing
## Getting API Keys
We welcome contributions! Please see our contributing guidelines for details.
### Marketstack (EOD Stock Data)
1. Visit [marketstack.com](https://marketstack.com)
2. Sign up for a free account (100 requests/month)
3. Get your API key from the dashboard
4. Set environment variable: `MARKETSTACK_COM_TOKEN=your_key_here`
### SEC EDGAR (Fundamental Data)
**No API key required!** SEC EDGAR is completely free and public. Just provide your company name and email in the User-Agent:
```typescript
new SecEdgarProvider({
userAgent: 'YourCompany youremail@example.com'
});
```
## License and Legal Information

View File

@@ -0,0 +1,287 @@
import { expect, tap } from '@git.zone/tstest/tapbundle';
import * as opendata from '../ts/index.js';
const TEST_USER_AGENT = 'fin.cx test@fin.cx';
tap.test('FundamentalsService - Provider Registration', async () => {
const service = new opendata.FundamentalsService();
const provider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
await tap.test('should register provider', async () => {
service.register(provider);
const registered = service.getProvider('SEC EDGAR');
expect(registered).toBeDefined();
expect(registered?.name).toEqual('SEC EDGAR');
});
await tap.test('should get all providers', async () => {
const providers = service.getAllProviders();
expect(providers.length).toBeGreaterThan(0);
expect(providers[0].name).toEqual('SEC EDGAR');
});
await tap.test('should get enabled providers', async () => {
const providers = service.getEnabledProviders();
expect(providers.length).toBeGreaterThan(0);
});
await tap.test('should unregister provider', async () => {
service.unregister('SEC EDGAR');
const registered = service.getProvider('SEC EDGAR');
expect(registered).toBeUndefined();
// Re-register for other tests
service.register(provider);
});
});
tap.test('FundamentalsService - Fetch Fundamentals', async () => {
const service = new opendata.FundamentalsService();
const provider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
service.register(provider);
await tap.test('should fetch fundamentals for single ticker', async () => {
const fundamentals = await service.getFundamentals('AAPL');
expect(fundamentals).toBeDefined();
expect(fundamentals.ticker).toEqual('AAPL');
expect(fundamentals.companyName).toEqual('Apple Inc.');
expect(fundamentals.provider).toEqual('SEC EDGAR');
expect(fundamentals.earningsPerShareDiluted).toBeGreaterThan(0);
expect(fundamentals.sharesOutstanding).toBeGreaterThan(0);
console.log('\n📊 Fetched via Service:');
console.log(` ${fundamentals.ticker}: ${fundamentals.companyName}`);
console.log(` EPS: $${fundamentals.earningsPerShareDiluted?.toFixed(2)}`);
console.log(` Shares: ${(fundamentals.sharesOutstanding! / 1_000_000_000).toFixed(2)}B`);
});
await tap.test('should fetch fundamentals for multiple tickers', async () => {
const fundamentalsList = await service.getBatchFundamentals(['AAPL', 'MSFT']);
expect(fundamentalsList).toBeInstanceOf(Array);
expect(fundamentalsList.length).toEqual(2);
const apple = fundamentalsList.find(f => f.ticker === 'AAPL');
const msft = fundamentalsList.find(f => f.ticker === 'MSFT');
expect(apple).toBeDefined();
expect(msft).toBeDefined();
expect(apple!.companyName).toEqual('Apple Inc.');
expect(msft!.companyName).toContain('Microsoft');
console.log('\n📊 Batch Fetch via Service:');
fundamentalsList.forEach(f => {
console.log(` ${f.ticker}: ${f.companyName} - EPS: $${f.earningsPerShareDiluted?.toFixed(2)}`);
});
});
});
tap.test('FundamentalsService - Caching', async () => {
const service = new opendata.FundamentalsService({
ttl: 60000, // 60 seconds for testing
maxEntries: 100
});
const provider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
service.register(provider);
await tap.test('should cache fundamentals data', async () => {
// Clear cache first
service.clearCache();
let stats = service.getCacheStats();
expect(stats.size).toEqual(0);
// First fetch (should hit API)
const start1 = Date.now();
await service.getFundamentals('AAPL');
const duration1 = Date.now() - start1;
stats = service.getCacheStats();
expect(stats.size).toEqual(1);
// Second fetch (should hit cache - much faster)
const start2 = Date.now();
await service.getFundamentals('AAPL');
const duration2 = Date.now() - start2;
expect(duration2).toBeLessThan(duration1);
console.log('\n⚡ Cache Performance:');
console.log(` First fetch: ${duration1}ms`);
console.log(` Cached fetch: ${duration2}ms`);
console.log(` Speedup: ${Math.round(duration1 / duration2)}x`);
});
await tap.test('should respect cache TTL', async () => {
// Set very short TTL
service.setCacheTTL(100); // 100ms
// Fetch and cache
await service.getFundamentals('MSFT');
// Wait for TTL to expire
await new Promise(resolve => setTimeout(resolve, 150));
// This should fetch again (cache expired)
const stats = service.getCacheStats();
console.log(`\n Cache TTL: ${stats.ttl}ms`);
});
await tap.test('should clear cache', async () => {
service.clearCache();
const stats = service.getCacheStats();
expect(stats.size).toEqual(0);
});
});
tap.test('FundamentalsService - Price Enrichment', async () => {
const service = new opendata.FundamentalsService();
const provider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
service.register(provider);
await tap.test('should enrich fundamentals with price to calculate market cap', async () => {
const fundamentals = await service.getFundamentals('AAPL');
// Simulate current price
const currentPrice = 270.37;
const enriched = await service.enrichWithPrice(fundamentals, currentPrice);
expect(enriched.marketCap).toBeDefined();
expect(enriched.priceToEarnings).toBeDefined();
expect(enriched.priceToBook).toBeDefined();
expect(enriched.marketCap).toBeGreaterThan(0);
expect(enriched.priceToEarnings).toBeGreaterThan(0);
console.log('\n💰 Enriched with Price ($270.37):');
console.log(` Market Cap: $${(enriched.marketCap! / 1_000_000_000_000).toFixed(2)}T`);
console.log(` P/E Ratio: ${enriched.priceToEarnings!.toFixed(2)}`);
console.log(` P/B Ratio: ${enriched.priceToBook?.toFixed(2) || 'N/A'}`);
// Verify calculations
const expectedMarketCap = fundamentals.sharesOutstanding! * currentPrice;
expect(Math.abs(enriched.marketCap! - expectedMarketCap)).toBeLessThan(1); // Allow for rounding
const expectedPE = currentPrice / fundamentals.earningsPerShareDiluted!;
expect(Math.abs(enriched.priceToEarnings! - expectedPE)).toBeLessThan(0.01);
});
await tap.test('should enrich batch fundamentals with prices', async () => {
const fundamentalsList = await service.getBatchFundamentals(['AAPL', 'MSFT']);
const priceMap = new Map<string, number>([
['AAPL', 270.37],
['MSFT', 425.50]
]);
const enriched = await service.enrichBatchWithPrices(fundamentalsList, priceMap);
expect(enriched.length).toEqual(2);
const apple = enriched.find(f => f.ticker === 'AAPL')!;
const msft = enriched.find(f => f.ticker === 'MSFT')!;
expect(apple.marketCap).toBeGreaterThan(0);
expect(msft.marketCap).toBeGreaterThan(0);
console.log('\n💰 Batch Enrichment:');
console.log(` AAPL: Market Cap $${(apple.marketCap! / 1_000_000_000_000).toFixed(2)}T, P/E ${apple.priceToEarnings!.toFixed(2)}`);
console.log(` MSFT: Market Cap $${(msft.marketCap! / 1_000_000_000_000).toFixed(2)}T, P/E ${msft.priceToEarnings!.toFixed(2)}`);
});
});
tap.test('FundamentalsService - Provider Health', async () => {
const service = new opendata.FundamentalsService();
const provider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
service.register(provider);
await tap.test('should check provider health', async () => {
const health = await service.checkProvidersHealth();
expect(health.size).toEqual(1);
expect(health.get('SEC EDGAR')).toBe(true);
console.log('\n💚 Provider Health:');
health.forEach((isHealthy, name) => {
console.log(` ${name}: ${isHealthy ? '✅ Healthy' : '❌ Unhealthy'}`);
});
});
});
tap.test('FundamentalsService - Provider Statistics', async () => {
const service = new opendata.FundamentalsService();
const provider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
service.register(provider);
await tap.test('should track provider statistics', async () => {
// Make some requests
await service.getFundamentals('AAPL');
await service.getFundamentals('MSFT');
const stats = service.getProviderStats();
expect(stats.size).toEqual(1);
const secStats = stats.get('SEC EDGAR');
expect(secStats).toBeDefined();
expect(secStats!.successCount).toBeGreaterThan(0);
console.log('\n📈 Provider Stats:');
console.log(` Success Count: ${secStats!.successCount}`);
console.log(` Error Count: ${secStats!.errorCount}`);
});
});
tap.test('FundamentalsService - Error Handling', async () => {
const service = new opendata.FundamentalsService();
const provider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
service.register(provider);
await tap.test('should throw error for invalid ticker', async () => {
try {
await service.getFundamentals('INVALIDTICKER123456');
throw new Error('Should have thrown error');
} catch (error) {
expect(error.message).toContain('CIK not found');
}
});
await tap.test('should throw error when no providers available', async () => {
const emptyService = new opendata.FundamentalsService();
try {
await emptyService.getFundamentals('AAPL');
throw new Error('Should have thrown error');
} catch (error) {
expect(error.message).toContain('No fundamentals providers available');
}
});
});
export default tap.start();

View File

@@ -1,12 +1,24 @@
import { expect, tap } from '@git.zone/tstest/tapbundle';
import * as opendata from '../ts/index.js'
import * as paths from '../ts/paths.js';
import * as plugins from '../ts/plugins.js';
import { BusinessRecord } from '../ts/classes.businessrecord.js';
// Test configuration - explicit paths required
const testNogitDir = plugins.path.join(paths.packageDir, '.nogit');
const testDownloadDir = plugins.path.join(testNogitDir, 'downloads');
const testGermanBusinessDataDir = plugins.path.join(testNogitDir, 'germanbusinessdata');
const testOutputDir = plugins.path.join(testNogitDir, 'testoutput');
let testOpenDataInstance: opendata.OpenData;
tap.test('first test', async () => {
testOpenDataInstance = new opendata.OpenData();
testOpenDataInstance = new opendata.OpenData({
nogitDir: testNogitDir,
downloadDir: testDownloadDir,
germanBusinessDataDir: testGermanBusinessDataDir
});
expect(testOpenDataInstance).toBeInstanceOf(opendata.OpenData);
});
@@ -28,7 +40,7 @@ tap.test('should get the data for a specific company', async () => {
console.log(result);
await Promise.all(result.files.map(async (file) => {
await file.writeToDir('./.nogit/testoutput');
await file.writeToDir(testOutputDir);
}));

View File

@@ -0,0 +1,572 @@
import { expect, tap } from '@git.zone/tstest/tapbundle';
import * as opendata from '../ts/index.js';
import * as paths from '../ts/paths.js';
import * as plugins from '../ts/plugins.js';
// Test configuration - explicit paths required
const testNogitDir = plugins.path.join(paths.packageDir, '.nogit');
// Test data
const testTickers = ['AAPL', 'MSFT', 'GOOGL'];
const invalidTicker = 'INVALID_TICKER_XYZ';
let stockService: opendata.StockPriceService;
let marketstackProvider: opendata.MarketstackProvider;
let testQenv: plugins.qenv.Qenv;
tap.test('should create StockPriceService instance', async () => {
stockService = new opendata.StockPriceService({
ttl: 30000, // 30 seconds cache
maxEntries: 100
});
expect(stockService).toBeInstanceOf(opendata.StockPriceService);
});
tap.test('should create MarketstackProvider instance', async () => {
try {
// Create qenv and get API key
testQenv = new plugins.qenv.Qenv(paths.packageDir, testNogitDir);
const apiKey = await testQenv.getEnvVarOnDemand('MARKETSTACK_COM_TOKEN');
marketstackProvider = new opendata.MarketstackProvider(apiKey, {
enabled: true,
timeout: 10000,
retryAttempts: 2,
retryDelay: 500
});
expect(marketstackProvider).toBeInstanceOf(opendata.MarketstackProvider);
expect(marketstackProvider.name).toEqual('Marketstack');
expect(marketstackProvider.requiresAuth).toEqual(true);
expect(marketstackProvider.priority).toEqual(80);
} catch (error) {
if (error.message.includes('MARKETSTACK_COM_TOKEN')) {
console.log('⚠️ MARKETSTACK_COM_TOKEN not set - skipping Marketstack tests');
tap.test('Marketstack token not available', async () => {
expect(true).toEqual(true); // Skip gracefully
});
return;
}
throw error;
}
});
tap.test('should register Marketstack provider with the service', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
stockService.register(marketstackProvider);
const providers = stockService.getAllProviders();
expect(providers).toContainEqual(marketstackProvider);
expect(stockService.getProvider('Marketstack')).toEqual(marketstackProvider);
});
tap.test('should check provider health', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
const health = await stockService.checkProvidersHealth();
expect(health.get('Marketstack')).toEqual(true);
});
tap.test('should fetch single stock price', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
const price = await stockService.getPrice({ ticker: 'AAPL' });
expect(price).toHaveProperty('ticker');
expect(price).toHaveProperty('price');
expect(price).toHaveProperty('currency');
expect(price).toHaveProperty('change');
expect(price).toHaveProperty('changePercent');
expect(price).toHaveProperty('previousClose');
expect(price).toHaveProperty('timestamp');
expect(price).toHaveProperty('provider');
expect(price).toHaveProperty('marketState');
expect(price.ticker).toEqual('AAPL');
expect(price.price).toBeGreaterThan(0);
expect(price.provider).toEqual('Marketstack');
expect(price.timestamp).toBeInstanceOf(Date);
expect(price.marketState).toEqual('CLOSED'); // EOD data
console.log(`✓ Fetched AAPL: $${price.price} (${price.changePercent >= 0 ? '+' : ''}${price.changePercent.toFixed(2)}%)`);
});
tap.test('should fetch multiple stock prices', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
const prices = await stockService.getPrices({
tickers: testTickers
});
expect(prices).toBeArray();
expect(prices.length).toBeGreaterThan(0);
expect(prices.length).toBeLessThanOrEqual(testTickers.length);
for (const price of prices) {
expect(testTickers).toContain(price.ticker);
expect(price.price).toBeGreaterThan(0);
expect(price.provider).toEqual('Marketstack');
expect(price.marketState).toEqual('CLOSED');
console.log(` ${price.ticker}: $${price.price}`);
}
});
tap.test('should serve cached prices on subsequent requests', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
// First request - should hit the API
const firstRequest = await stockService.getPrice({ ticker: 'AAPL' });
// Second request - should be served from cache
const secondRequest = await stockService.getPrice({ ticker: 'AAPL' });
expect(secondRequest.ticker).toEqual(firstRequest.ticker);
expect(secondRequest.price).toEqual(firstRequest.price);
expect(secondRequest.timestamp).toEqual(firstRequest.timestamp);
console.log('✓ Cache working correctly');
});
tap.test('should handle invalid ticker gracefully', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
try {
await stockService.getPrice({ ticker: invalidTicker });
throw new Error('Should have thrown an error for invalid ticker');
} catch (error) {
expect(error.message).toInclude('Failed to fetch');
console.log('✓ Invalid ticker handled correctly');
}
});
tap.test('should support market checking', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
expect(marketstackProvider.supportsMarket('US')).toEqual(true);
expect(marketstackProvider.supportsMarket('UK')).toEqual(true);
expect(marketstackProvider.supportsMarket('DE')).toEqual(true);
expect(marketstackProvider.supportsMarket('JP')).toEqual(true);
expect(marketstackProvider.supportsMarket('INVALID')).toEqual(false);
console.log('✓ Market support check working');
});
tap.test('should validate ticker format', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
expect(marketstackProvider.supportsTicker('AAPL')).toEqual(true);
expect(marketstackProvider.supportsTicker('MSFT')).toEqual(true);
expect(marketstackProvider.supportsTicker('BRK.B')).toEqual(true);
expect(marketstackProvider.supportsTicker('123456789012')).toEqual(false);
expect(marketstackProvider.supportsTicker('invalid@ticker')).toEqual(false);
console.log('✓ Ticker validation working');
});
tap.test('should get provider statistics', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
const stats = stockService.getProviderStats();
const marketstackStats = stats.get('Marketstack');
expect(marketstackStats).not.toEqual(undefined);
expect(marketstackStats.successCount).toBeGreaterThan(0);
expect(marketstackStats.errorCount).toBeGreaterThanOrEqual(0);
console.log(`✓ Provider stats: ${marketstackStats.successCount} successes, ${marketstackStats.errorCount} errors`);
});
tap.test('should test direct provider methods', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
console.log('\n🔍 Testing direct provider methods:');
// Test isAvailable
const available = await marketstackProvider.isAvailable();
expect(available).toEqual(true);
console.log(' ✓ isAvailable() returned true');
// Test fetchData for single ticker
const price = await marketstackProvider.fetchData({ type: 'current', ticker: 'MSFT' }) as opendata.IStockPrice;
expect(price.ticker).toEqual('MSFT');
expect(price.provider).toEqual('Marketstack');
expect(price.price).toBeGreaterThan(0);
console.log(` ✓ fetchData (current) for MSFT: $${price.price}`);
// Test fetchData for batch
const prices = await marketstackProvider.fetchData({
type: 'batch',
tickers: ['AAPL', 'GOOGL']
}) as opendata.IStockPrice[];
expect(prices.length).toBeGreaterThan(0);
console.log(` ✓ fetchData (batch) returned ${prices.length} prices`);
for (const p of prices) {
console.log(` ${p.ticker}: $${p.price}`);
}
});
tap.test('should fetch sample EOD data', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
console.log('\n📊 Sample EOD Stock Data from Marketstack:');
console.log('═'.repeat(65));
const sampleTickers = [
{ ticker: 'AAPL', name: 'Apple Inc.' },
{ ticker: 'MSFT', name: 'Microsoft Corp.' },
{ ticker: 'GOOGL', name: 'Alphabet Inc.' },
{ ticker: 'AMZN', name: 'Amazon.com Inc.' },
{ ticker: 'TSLA', name: 'Tesla Inc.' }
];
try {
const prices = await marketstackProvider.fetchData({
type: 'batch',
tickers: sampleTickers.map(t => t.ticker)
}) as opendata.IStockPrice[];
const priceMap = new Map(prices.map(p => [p.ticker, p]));
for (const stock of sampleTickers) {
const price = priceMap.get(stock.ticker);
if (price) {
const changeSymbol = price.change >= 0 ? '↑' : '↓';
const changeColor = price.change >= 0 ? '\x1b[32m' : '\x1b[31m';
const resetColor = '\x1b[0m';
console.log(
`${stock.name.padEnd(20)} ${price.price.toLocaleString('en-US', {
minimumFractionDigits: 2,
maximumFractionDigits: 2
}).padStart(10)} ${changeColor}${changeSymbol} ${price.change >= 0 ? '+' : ''}${price.change.toFixed(2)} (${price.changePercent >= 0 ? '+' : ''}${price.changePercent.toFixed(2)}%)${resetColor}`
);
}
}
console.log('═'.repeat(65));
console.log(`Provider: Marketstack (EOD Data)`);
console.log(`Last updated: ${new Date().toLocaleString()}\n`);
} catch (error) {
console.log('Error fetching sample data:', error.message);
}
expect(true).toEqual(true);
});
tap.test('should clear cache', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
// Ensure we have something in cache
await stockService.getPrice({ ticker: 'AAPL' });
// Clear cache
stockService.clearCache();
console.log('✓ Cache cleared');
// Next request should hit the API again
const price = await stockService.getPrice({ ticker: 'AAPL' });
expect(price).not.toEqual(undefined);
});
// Phase 1 Feature Tests
tap.test('should fetch data using new unified API (current price)', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
console.log('\n🎯 Testing Phase 1: Unified getData API');
const price = await stockService.getData({
type: 'current',
ticker: 'MSFT'
});
expect(price).not.toEqual(undefined);
expect((price as opendata.IStockPrice).ticker).toEqual('MSFT');
expect((price as opendata.IStockPrice).dataType).toEqual('eod');
expect((price as opendata.IStockPrice).fetchedAt).toBeInstanceOf(Date);
console.log(`✓ Fetched current price: $${(price as opendata.IStockPrice).price}`);
});
tap.test('should fetch historical data with date range', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
console.log('\n📅 Testing Phase 1: Historical Data Retrieval');
const fromDate = new Date('2024-12-01');
const toDate = new Date('2024-12-31');
const prices = await stockService.getData({
type: 'historical',
ticker: 'AAPL',
from: fromDate,
to: toDate,
sort: 'DESC'
});
expect(prices).toBeArray();
expect((prices as opendata.IStockPrice[]).length).toBeGreaterThan(0);
console.log(`✓ Fetched ${(prices as opendata.IStockPrice[]).length} historical prices`);
// Verify all data types are 'eod'
for (const price of (prices as opendata.IStockPrice[])) {
expect(price.dataType).toEqual('eod');
expect(price.ticker).toEqual('AAPL');
}
console.log('✓ All prices have correct dataType');
});
tap.test('should include OHLCV data in responses', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
console.log('\n📊 Testing Phase 1: OHLCV Data');
const price = await stockService.getData({
type: 'current',
ticker: 'GOOGL'
});
const stockPrice = price as opendata.IStockPrice;
// Verify OHLCV fields are present
expect(stockPrice.open).not.toEqual(undefined);
expect(stockPrice.high).not.toEqual(undefined);
expect(stockPrice.low).not.toEqual(undefined);
expect(stockPrice.price).not.toEqual(undefined); // close
expect(stockPrice.volume).not.toEqual(undefined);
console.log(`✓ OHLCV Data:`);
console.log(` Open: $${stockPrice.open}`);
console.log(` High: $${stockPrice.high}`);
console.log(` Low: $${stockPrice.low}`);
console.log(` Close: $${stockPrice.price}`);
console.log(` Volume: ${stockPrice.volume?.toLocaleString()}`);
});
tap.test('should support exchange filtering', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
console.log('\n🌍 Testing Phase 1: Exchange Filtering');
// Note: This test may fail if the exchange doesn't have data for the ticker
// In production, you'd test with tickers known to exist on specific exchanges
try {
const price = await stockService.getData({
type: 'current',
ticker: 'AAPL',
exchange: 'XNAS' // NASDAQ
});
expect(price).not.toEqual(undefined);
console.log(`✓ Successfully filtered by exchange: ${(price as opendata.IStockPrice).exchange}`);
} catch (error) {
console.log('⚠️ Exchange filtering test inconclusive (may need tier upgrade)');
expect(true).toEqual(true); // Don't fail test
}
});
tap.test('should verify smart caching with historical data', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
console.log('\n💾 Testing Phase 1: Smart Caching');
const fromDate = new Date('2024-11-01');
const toDate = new Date('2024-11-30');
// First request - should hit API
const start1 = Date.now();
const prices1 = await stockService.getData({
type: 'historical',
ticker: 'TSLA',
from: fromDate,
to: toDate
});
const duration1 = Date.now() - start1;
// Second request - should be cached (historical data cached forever)
const start2 = Date.now();
const prices2 = await stockService.getData({
type: 'historical',
ticker: 'TSLA',
from: fromDate,
to: toDate
});
const duration2 = Date.now() - start2;
expect((prices1 as opendata.IStockPrice[]).length).toEqual((prices2 as opendata.IStockPrice[]).length);
expect(duration2).toBeLessThan(duration1); // Cached should be much faster
console.log(`✓ First request: ${duration1}ms (API call)`);
console.log(`✓ Second request: ${duration2}ms (cached)`);
console.log(`✓ Speed improvement: ${Math.round((duration1 / duration2) * 10) / 10}x faster`);
});
// Company Name Feature Tests
tap.test('should include company name in single price request', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
console.log('\n🏢 Testing Company Name Feature: Single Request');
const price = await stockService.getPrice({ ticker: 'AAPL' });
expect(price.companyName).not.toEqual(undefined);
expect(typeof price.companyName).toEqual('string');
expect(price.companyName).toInclude('Apple');
console.log(`✓ Company name retrieved: "${price.companyName}"`);
console.log(` Ticker: ${price.ticker}`);
console.log(` Price: $${price.price}`);
console.log(` Company: ${price.companyName}`);
});
tap.test('should include company names in batch price request', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
console.log('\n🏢 Testing Company Name Feature: Batch Request');
const prices = await stockService.getPrices({
tickers: ['AAPL', 'MSFT', 'GOOGL']
});
expect(prices).toBeArray();
expect(prices.length).toBeGreaterThan(0);
console.log(`✓ Fetched ${prices.length} prices with company names:`);
for (const price of prices) {
expect(price.companyName).not.toEqual(undefined);
expect(typeof price.companyName).toEqual('string');
console.log(` ${price.ticker.padEnd(6)} - ${price.companyName}`);
}
});
tap.test('should include company name in historical data', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
console.log('\n🏢 Testing Company Name Feature: Historical Data');
const prices = await stockService.getData({
type: 'historical',
ticker: 'TSLA',
from: new Date('2025-10-01'),
to: new Date('2025-10-05')
});
expect(prices).toBeArray();
const historicalPrices = prices as opendata.IStockPrice[];
expect(historicalPrices.length).toBeGreaterThan(0);
// All historical records should have the same company name
for (const price of historicalPrices) {
expect(price.companyName).not.toEqual(undefined);
expect(typeof price.companyName).toEqual('string');
}
const firstPrice = historicalPrices[0];
console.log(`✓ Historical records include company name: "${firstPrice.companyName}"`);
console.log(` Ticker: ${firstPrice.ticker}`);
console.log(` Records: ${historicalPrices.length}`);
console.log(` Date range: ${historicalPrices[historicalPrices.length - 1].timestamp.toISOString().split('T')[0]} to ${firstPrice.timestamp.toISOString().split('T')[0]}`);
});
tap.test('should verify company name is included with zero extra API calls', async () => {
if (!marketstackProvider) {
console.log('⚠️ Skipping - Marketstack provider not initialized');
return;
}
console.log('\n⚡ Testing Company Name Efficiency: Zero Extra API Calls');
// Clear cache to ensure we're making fresh API calls
stockService.clearCache();
// Single request timing
const start1 = Date.now();
const singlePrice = await stockService.getPrice({ ticker: 'AMZN' });
const duration1 = Date.now() - start1;
expect(singlePrice.companyName).not.toEqual(undefined);
// Batch request timing
stockService.clearCache();
const start2 = Date.now();
const batchPrices = await stockService.getPrices({ tickers: ['NVDA', 'AMD', 'INTC'] });
const duration2 = Date.now() - start2;
for (const price of batchPrices) {
expect(price.companyName).not.toEqual(undefined);
}
console.log(`✓ Single request (with company name): ${duration1}ms`);
console.log(`✓ Batch request (with company names): ${duration2}ms`);
console.log(`✓ Company names included in standard EOD response - zero extra calls!`);
console.log(` Single: ${singlePrice.ticker} - "${singlePrice.companyName}"`);
for (const price of batchPrices) {
console.log(` Batch: ${price.ticker} - "${price.companyName}"`);
}
});
export default tap.start();

View File

@@ -0,0 +1,261 @@
import { expect, tap } from '@git.zone/tstest/tapbundle';
import * as opendata from '../ts/index.js';
// Test configuration
const TEST_USER_AGENT = 'fin.cx test@fin.cx';
const TEST_TICKER = 'AAPL'; // Apple Inc - well-known test case
const RATE_LIMIT_DELAY = 150; // 150ms between requests (< 10 req/sec)
tap.test('SEC EDGAR Provider - Constructor', async () => {
await tap.test('should create provider with valid User-Agent', async () => {
const provider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
expect(provider.name).toEqual('SEC EDGAR');
expect(provider.priority).toEqual(100);
expect(provider.requiresAuth).toBe(false);
expect(provider.rateLimit?.requestsPerMinute).toEqual(600);
});
await tap.test('should throw error if User-Agent is missing', async () => {
expect(() => {
new opendata.SecEdgarProvider({
userAgent: ''
});
}).toThrow('User-Agent is required');
});
await tap.test('should throw error if User-Agent format is invalid', async () => {
expect(() => {
new opendata.SecEdgarProvider({
userAgent: 'InvalidFormat'
});
}).toThrow('Invalid User-Agent format');
});
await tap.test('should accept valid User-Agent with space and email', async () => {
const provider = new opendata.SecEdgarProvider({
userAgent: 'MyCompany contact@example.com'
});
expect(provider).toBeInstanceOf(opendata.SecEdgarProvider);
});
});
tap.test('SEC EDGAR Provider - Availability', async () => {
const provider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
await tap.test('should report as available', async () => {
const isAvailable = await provider.isAvailable();
expect(isAvailable).toBe(true);
});
});
tap.test('SEC EDGAR Provider - Fetch Fundamentals', async () => {
const provider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT,
timeout: 30000
});
await tap.test('should fetch fundamentals for Apple (AAPL)', async () => {
const fundamentals = await provider.fetchData({
type: 'fundamentals-current',
ticker: TEST_TICKER
});
// Verify structure
expect(fundamentals).toBeDefined();
expect(fundamentals).not.toBeInstanceOf(Array);
const data = fundamentals as opendata.IStockFundamentals;
// Basic fields
expect(data.ticker).toEqual('AAPL');
expect(data.cik).toBeDefined();
expect(data.companyName).toEqual('Apple Inc.');
expect(data.provider).toEqual('SEC EDGAR');
expect(data.timestamp).toBeInstanceOf(Date);
expect(data.fetchedAt).toBeInstanceOf(Date);
// Financial metrics (Apple should have all of these)
expect(data.earningsPerShareDiluted).toBeDefined();
expect(data.earningsPerShareDiluted).toBeGreaterThan(0);
expect(data.sharesOutstanding).toBeDefined();
expect(data.sharesOutstanding).toBeGreaterThan(0);
expect(data.revenue).toBeDefined();
expect(data.revenue).toBeGreaterThan(0);
expect(data.netIncome).toBeDefined();
expect(data.assets).toBeDefined();
expect(data.assets).toBeGreaterThan(0);
expect(data.liabilities).toBeDefined();
expect(data.stockholdersEquity).toBeDefined();
// Metadata
expect(data.fiscalYear).toBeDefined();
console.log('\n📊 Sample Apple Fundamentals:');
console.log(` Company: ${data.companyName} (CIK: ${data.cik})`);
console.log(` EPS (Diluted): $${data.earningsPerShareDiluted?.toFixed(2)}`);
console.log(` Shares Outstanding: ${(data.sharesOutstanding! / 1_000_000_000).toFixed(2)}B`);
console.log(` Revenue: $${(data.revenue! / 1_000_000_000).toFixed(2)}B`);
console.log(` Net Income: $${(data.netIncome! / 1_000_000_000).toFixed(2)}B`);
console.log(` Assets: $${(data.assets! / 1_000_000_000).toFixed(2)}B`);
console.log(` Fiscal Year: ${data.fiscalYear}`);
});
await tap.test('should throw error for invalid ticker', async () => {
try {
await provider.fetchData({
type: 'fundamentals-current',
ticker: 'INVALIDTICKER123456'
});
throw new Error('Should have thrown error');
} catch (error) {
expect(error.message).toContain('CIK not found');
}
});
});
tap.test('SEC EDGAR Provider - Batch Fetch', async () => {
const provider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT,
timeout: 30000
});
await tap.test('should fetch fundamentals for multiple tickers', async () => {
const result = await provider.fetchData({
type: 'fundamentals-batch',
tickers: ['AAPL', 'MSFT']
});
expect(result).toBeInstanceOf(Array);
const fundamentalsList = result as opendata.IStockFundamentals[];
expect(fundamentalsList.length).toEqual(2);
// Check Apple
const apple = fundamentalsList.find(f => f.ticker === 'AAPL');
expect(apple).toBeDefined();
expect(apple!.companyName).toEqual('Apple Inc.');
expect(apple!.earningsPerShareDiluted).toBeGreaterThan(0);
// Check Microsoft
const microsoft = fundamentalsList.find(f => f.ticker === 'MSFT');
expect(microsoft).toBeDefined();
expect(microsoft!.companyName).toContain('Microsoft');
expect(microsoft!.earningsPerShareDiluted).toBeGreaterThan(0);
console.log('\n📊 Batch Fetch Results:');
fundamentalsList.forEach(f => {
console.log(` ${f.ticker}: ${f.companyName} - EPS: $${f.earningsPerShareDiluted?.toFixed(2)}`);
});
});
});
tap.test('SEC EDGAR Provider - CIK Caching', async () => {
const provider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
await tap.test('should cache CIK lookups', async () => {
// Clear cache first
provider.clearCache();
let stats = provider.getCacheStats();
expect(stats.cikCacheSize).toEqual(0);
// First fetch (should populate cache)
await provider.fetchData({
type: 'fundamentals-current',
ticker: 'AAPL'
});
stats = provider.getCacheStats();
expect(stats.cikCacheSize).toBeGreaterThan(0);
console.log(`\n💾 CIK Cache: ${stats.cikCacheSize} entries`);
});
await tap.test('should clear cache', async () => {
provider.clearCache();
const stats = provider.getCacheStats();
expect(stats.cikCacheSize).toEqual(0);
expect(stats.hasTickerList).toBe(false);
});
});
tap.test('SEC EDGAR Provider - Rate Limiting', async () => {
const provider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
await tap.test('should handle multiple rapid requests without exceeding rate limit', async () => {
// Make 5 requests in succession
// Rate limiter should ensure we don't exceed 10 req/sec
const tickers = ['AAPL', 'MSFT', 'GOOGL', 'AMZN', 'META'];
const startTime = Date.now();
const promises = tickers.map(ticker =>
provider.fetchData({
type: 'fundamentals-current',
ticker
})
);
const results = await Promise.all(promises);
const duration = Date.now() - startTime;
expect(results.length).toEqual(5);
console.log(`\n⏱ 5 requests completed in ${duration}ms (avg: ${Math.round(duration / 5)}ms/request)`);
// Verify all results are valid
results.forEach((result, index) => {
expect(result).toBeDefined();
const data = result as opendata.IStockFundamentals;
expect(data.ticker).toEqual(tickers[index]);
expect(data.earningsPerShareDiluted).toBeGreaterThan(0);
});
});
});
tap.test('SEC EDGAR Provider - Market Cap Calculation', async () => {
const provider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
await tap.test('should provide data needed for market cap calculation', async () => {
const fundamentals = await provider.fetchData({
type: 'fundamentals-current',
ticker: 'AAPL'
}) as opendata.IStockFundamentals;
expect(fundamentals.sharesOutstanding).toBeDefined();
expect(fundamentals.earningsPerShareDiluted).toBeDefined();
// Simulate current price (in real usage, this comes from price provider)
const simulatedPrice = 270.37;
// Calculate market cap
const marketCap = fundamentals.sharesOutstanding! * simulatedPrice;
const pe = simulatedPrice / fundamentals.earningsPerShareDiluted!;
console.log('\n💰 Calculated Metrics (with simulated price $270.37):');
console.log(` Shares Outstanding: ${(fundamentals.sharesOutstanding! / 1_000_000_000).toFixed(2)}B`);
console.log(` Market Cap: $${(marketCap / 1_000_000_000_000).toFixed(2)}T`);
console.log(` EPS: $${fundamentals.earningsPerShareDiluted!.toFixed(2)}`);
console.log(` P/E Ratio: ${pe.toFixed(2)}`);
expect(marketCap).toBeGreaterThan(0);
expect(pe).toBeGreaterThan(0);
});
});
export default tap.start();

View File

@@ -0,0 +1,418 @@
import { expect, tap } from '@git.zone/tstest/tapbundle';
import * as opendata from '../ts/index.js';
const TEST_USER_AGENT = 'fin.cx test@fin.cx';
tap.test('StockDataService - Basic Setup', async () => {
await tap.test('should create StockDataService instance', async () => {
const service = new opendata.StockDataService({
cache: {
priceTTL: 60000, // 1 minute for testing
fundamentalsTTL: 120000, // 2 minutes for testing
maxEntries: 100
}
});
expect(service).toBeInstanceOf(opendata.StockDataService);
const stats = service.getCacheStats();
expect(stats.priceCache.ttl).toEqual(60000);
expect(stats.fundamentalsCache.ttl).toEqual(120000);
expect(stats.maxEntries).toEqual(100);
});
});
tap.test('StockDataService - Provider Registration', async () => {
const service = new opendata.StockDataService();
await tap.test('should register price provider', async () => {
const yahooProvider = new opendata.YahooFinanceProvider();
service.registerPriceProvider(yahooProvider);
const providers = service.getPriceProviders();
expect(providers.length).toEqual(1);
expect(providers[0].name).toEqual('Yahoo Finance');
});
await tap.test('should register fundamentals provider', async () => {
const secProvider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
service.registerFundamentalsProvider(secProvider);
const providers = service.getFundamentalsProviders();
expect(providers.length).toEqual(1);
expect(providers[0].name).toEqual('SEC EDGAR');
});
await tap.test('should unregister providers', async () => {
service.unregisterPriceProvider('Yahoo Finance');
service.unregisterFundamentalsProvider('SEC EDGAR');
expect(service.getPriceProviders().length).toEqual(0);
expect(service.getFundamentalsProviders().length).toEqual(0);
});
});
tap.test('StockDataService - Price Fetching', async () => {
const service = new opendata.StockDataService();
const yahooProvider = new opendata.YahooFinanceProvider();
service.registerPriceProvider(yahooProvider);
await tap.test('should fetch single price', async () => {
const price = await service.getPrice('AAPL');
expect(price).toBeDefined();
expect(price.ticker).toEqual('AAPL');
expect(price.price).toBeGreaterThan(0);
expect(price.provider).toEqual('Yahoo Finance');
expect(price.timestamp).toBeInstanceOf(Date);
console.log(`\n💵 Single Price: ${price.ticker} = $${price.price.toFixed(2)}`);
});
await tap.test('should fetch batch prices', async () => {
const prices = await service.getPrices(['AAPL', 'MSFT', 'GOOGL']);
expect(prices).toBeInstanceOf(Array);
expect(prices.length).toBeGreaterThan(0);
expect(prices.length).toBeLessThanOrEqual(3);
console.log('\n💵 Batch Prices:');
prices.forEach(p => {
console.log(` ${p.ticker}: $${p.price.toFixed(2)}`);
});
});
await tap.test('should cache prices', async () => {
// Clear cache
service.clearCache();
const stats1 = service.getCacheStats();
expect(stats1.priceCache.size).toEqual(0);
// Fetch price (should hit API)
const start1 = Date.now();
await service.getPrice('AAPL');
const duration1 = Date.now() - start1;
const stats2 = service.getCacheStats();
expect(stats2.priceCache.size).toEqual(1);
// Fetch again (should hit cache - much faster)
const start2 = Date.now();
await service.getPrice('AAPL');
const duration2 = Date.now() - start2;
expect(duration2).toBeLessThan(duration1);
console.log('\n⚡ Cache Performance:');
console.log(` First fetch: ${duration1}ms`);
console.log(` Cached fetch: ${duration2}ms`);
console.log(` Speedup: ${Math.round(duration1 / duration2)}x`);
});
});
tap.test('StockDataService - Fundamentals Fetching', async () => {
const service = new opendata.StockDataService();
const secProvider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
service.registerFundamentalsProvider(secProvider);
await tap.test('should fetch single fundamentals', async () => {
const fundamentals = await service.getFundamentals('AAPL');
expect(fundamentals).toBeDefined();
expect(fundamentals.ticker).toEqual('AAPL');
expect(fundamentals.companyName).toEqual('Apple Inc.');
expect(fundamentals.provider).toEqual('SEC EDGAR');
expect(fundamentals.earningsPerShareDiluted).toBeGreaterThan(0);
expect(fundamentals.sharesOutstanding).toBeGreaterThan(0);
console.log('\n📊 Single Fundamentals:');
console.log(` ${fundamentals.ticker}: ${fundamentals.companyName}`);
console.log(` EPS: $${fundamentals.earningsPerShareDiluted?.toFixed(2)}`);
console.log(` Shares: ${(fundamentals.sharesOutstanding! / 1_000_000_000).toFixed(2)}B`);
});
await tap.test('should fetch batch fundamentals', async () => {
const fundamentals = await service.getBatchFundamentals(['AAPL', 'MSFT']);
expect(fundamentals).toBeInstanceOf(Array);
expect(fundamentals.length).toEqual(2);
console.log('\n📊 Batch Fundamentals:');
fundamentals.forEach(f => {
console.log(` ${f.ticker}: ${f.companyName} - EPS: $${f.earningsPerShareDiluted?.toFixed(2)}`);
});
});
await tap.test('should cache fundamentals', async () => {
// Clear cache
service.clearCache();
const stats1 = service.getCacheStats();
expect(stats1.fundamentalsCache.size).toEqual(0);
// Fetch fundamentals (should hit API)
await service.getFundamentals('AAPL');
const stats2 = service.getCacheStats();
expect(stats2.fundamentalsCache.size).toEqual(1);
});
});
tap.test('StockDataService - Complete Stock Data', async () => {
const service = new opendata.StockDataService();
// Register both providers
const yahooProvider = new opendata.YahooFinanceProvider();
const secProvider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
service.registerPriceProvider(yahooProvider);
service.registerFundamentalsProvider(secProvider);
await tap.test('should fetch complete stock data with string', async () => {
const data = await service.getStockData('AAPL');
expect(data).toBeDefined();
expect(data.ticker).toEqual('AAPL');
expect(data.price).toBeDefined();
expect(data.price.ticker).toEqual('AAPL');
expect(data.fundamentals).toBeDefined();
expect(data.fundamentals?.ticker).toEqual('AAPL');
expect(data.fetchedAt).toBeInstanceOf(Date);
// Check automatic enrichment
expect(data.fundamentals?.marketCap).toBeDefined();
expect(data.fundamentals?.priceToEarnings).toBeDefined();
expect(data.fundamentals?.marketCap).toBeGreaterThan(0);
expect(data.fundamentals?.priceToEarnings).toBeGreaterThan(0);
console.log('\n✨ Complete Stock Data (Auto-Enriched):');
console.log(` ${data.ticker}: ${data.fundamentals?.companyName}`);
console.log(` Price: $${data.price.price.toFixed(2)}`);
console.log(` Market Cap: $${(data.fundamentals!.marketCap! / 1_000_000_000_000).toFixed(2)}T`);
console.log(` P/E Ratio: ${data.fundamentals!.priceToEarnings!.toFixed(2)}`);
});
await tap.test('should fetch complete stock data with request object', async () => {
const data = await service.getStockData({
ticker: 'MSFT',
includeFundamentals: true,
enrichFundamentals: true
});
expect(data).toBeDefined();
expect(data.ticker).toEqual('MSFT');
expect(data.price).toBeDefined();
expect(data.fundamentals).toBeDefined();
expect(data.fundamentals?.marketCap).toBeDefined();
expect(data.fundamentals?.priceToEarnings).toBeDefined();
});
await tap.test('should fetch complete stock data without fundamentals', async () => {
const data = await service.getStockData({
ticker: 'GOOGL',
includeFundamentals: false
});
expect(data).toBeDefined();
expect(data.ticker).toEqual('GOOGL');
expect(data.price).toBeDefined();
expect(data.fundamentals).toBeUndefined();
});
await tap.test('should handle fundamentals fetch failure gracefully', async () => {
// Try a ticker that might not have fundamentals
const data = await service.getStockData({
ticker: 'BTC-USD', // Crypto - no SEC filings
includeFundamentals: true
});
expect(data).toBeDefined();
expect(data.price).toBeDefined();
// Fundamentals might be undefined due to error
console.log(`\n⚠ ${data.ticker} - Price available, Fundamentals: ${data.fundamentals ? 'Yes' : 'No'}`);
});
});
tap.test('StockDataService - Batch Complete Stock Data', async () => {
const service = new opendata.StockDataService();
const yahooProvider = new opendata.YahooFinanceProvider();
const secProvider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
service.registerPriceProvider(yahooProvider);
service.registerFundamentalsProvider(secProvider);
await tap.test('should fetch batch complete data with array', async () => {
const data = await service.getBatchStockData(['AAPL', 'MSFT']);
expect(data).toBeInstanceOf(Array);
expect(data.length).toEqual(2);
data.forEach(stock => {
expect(stock.ticker).toBeDefined();
expect(stock.price).toBeDefined();
expect(stock.fundamentals).toBeDefined();
expect(stock.fundamentals?.marketCap).toBeGreaterThan(0);
expect(stock.fundamentals?.priceToEarnings).toBeGreaterThan(0);
});
console.log('\n✨ Batch Complete Data:');
data.forEach(stock => {
console.log(` ${stock.ticker}: Price $${stock.price.price.toFixed(2)}, P/E ${stock.fundamentals!.priceToEarnings!.toFixed(2)}`);
});
});
await tap.test('should fetch batch complete data with request object', async () => {
const data = await service.getBatchStockData({
tickers: ['AAPL', 'GOOGL'],
includeFundamentals: true,
enrichFundamentals: true
});
expect(data).toBeInstanceOf(Array);
expect(data.length).toEqual(2);
data.forEach(stock => {
expect(stock.fundamentals?.marketCap).toBeGreaterThan(0);
});
});
await tap.test('should fetch batch without enrichment', async () => {
const data = await service.getBatchStockData({
tickers: ['AAPL', 'MSFT'],
includeFundamentals: true,
enrichFundamentals: false
});
expect(data).toBeInstanceOf(Array);
// Check that fundamentals exist but enrichment might not be complete
data.forEach(stock => {
if (stock.fundamentals) {
expect(stock.fundamentals.ticker).toBeDefined();
expect(stock.fundamentals.companyName).toBeDefined();
}
});
});
});
tap.test('StockDataService - Health & Statistics', async () => {
const service = new opendata.StockDataService();
const yahooProvider = new opendata.YahooFinanceProvider();
const secProvider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
service.registerPriceProvider(yahooProvider);
service.registerFundamentalsProvider(secProvider);
await tap.test('should check providers health', async () => {
const health = await service.checkProvidersHealth();
expect(health.size).toEqual(2);
expect(health.get('Yahoo Finance (price)')).toBe(true);
expect(health.get('SEC EDGAR (fundamentals)')).toBe(true);
console.log('\n💚 Provider Health:');
health.forEach((isHealthy, name) => {
console.log(` ${name}: ${isHealthy ? '✅ Healthy' : '❌ Unhealthy'}`);
});
});
await tap.test('should track provider statistics', async () => {
// Make some requests to generate stats
await service.getPrice('AAPL');
await service.getFundamentals('AAPL');
const stats = service.getProviderStats();
expect(stats.size).toEqual(2);
const yahooStats = stats.get('Yahoo Finance');
expect(yahooStats).toBeDefined();
expect(yahooStats!.type).toEqual('price');
expect(yahooStats!.successCount).toBeGreaterThan(0);
const secStats = stats.get('SEC EDGAR');
expect(secStats).toBeDefined();
expect(secStats!.type).toEqual('fundamentals');
expect(secStats!.successCount).toBeGreaterThan(0);
console.log('\n📈 Provider Statistics:');
stats.forEach((stat, name) => {
console.log(` ${name} (${stat.type}): Success=${stat.successCount}, Errors=${stat.errorCount}`);
});
});
await tap.test('should clear all caches', async () => {
service.clearCache();
const stats = service.getCacheStats();
expect(stats.priceCache.size).toEqual(0);
expect(stats.fundamentalsCache.size).toEqual(0);
});
});
tap.test('StockDataService - Error Handling', async () => {
await tap.test('should throw error when no price provider available', async () => {
const service = new opendata.StockDataService();
try {
await service.getPrice('AAPL');
throw new Error('Should have thrown error');
} catch (error) {
expect(error.message).toContain('No price providers available');
}
});
await tap.test('should throw error when no fundamentals provider available', async () => {
const service = new opendata.StockDataService();
try {
await service.getFundamentals('AAPL');
throw new Error('Should have thrown error');
} catch (error) {
expect(error.message).toContain('No fundamentals providers available');
}
});
await tap.test('should handle invalid ticker for price', async () => {
const service = new opendata.StockDataService();
const yahooProvider = new opendata.YahooFinanceProvider();
service.registerPriceProvider(yahooProvider);
try {
await service.getPrice('INVALIDTICKER123456');
throw new Error('Should have thrown error');
} catch (error) {
expect(error.message).toContain('Failed to fetch price');
}
});
await tap.test('should handle invalid ticker for fundamentals', async () => {
const service = new opendata.StockDataService();
const secProvider = new opendata.SecEdgarProvider({
userAgent: TEST_USER_AGENT
});
service.registerFundamentalsProvider(secProvider);
try {
await service.getFundamentals('INVALIDTICKER123456');
throw new Error('Should have thrown error');
} catch (error) {
expect(error.message).toContain('CIK not found');
}
});
});
export default tap.start();

View File

@@ -1,12 +1,23 @@
import { expect, tap } from '@git.zone/tstest/tapbundle';
import * as opendata from '../ts/index.js'
import * as paths from '../ts/paths.js';
import * as plugins from '../ts/plugins.js';
import { BusinessRecord } from '../ts/classes.businessrecord.js';
// Test configuration - explicit paths required
const testNogitDir = plugins.path.join(paths.packageDir, '.nogit');
const testDownloadDir = plugins.path.join(testNogitDir, 'downloads');
const testGermanBusinessDataDir = plugins.path.join(testNogitDir, 'germanbusinessdata');
let testOpenDataInstance: opendata.OpenData;
tap.test('first test', async () => {
testOpenDataInstance = new opendata.OpenData();
testOpenDataInstance = new opendata.OpenData({
nogitDir: testNogitDir,
downloadDir: testDownloadDir,
germanBusinessDataDir: testGermanBusinessDataDir
});
expect(testOpenDataInstance).toBeInstanceOf(opendata.OpenData);
});

View File

@@ -3,6 +3,6 @@
*/
export const commitinfo = {
name: '@fin.cx/opendata',
version: '1.6.0',
version: '3.2.1',
description: 'A comprehensive TypeScript library for accessing business data and real-time financial information. Features include German company data management with MongoDB integration, JSONL bulk processing, automated Handelsregister interactions, and real-time stock market data from multiple providers.'
}

View File

@@ -1,7 +1,6 @@
import type { BusinessRecord } from './classes.businessrecord.js';
import type { OpenData } from './classes.main.opendata.js';
import * as plugins from './plugins.js';
import * as paths from './paths.js';
/**
* the HandlesRegister exposed as a class
@@ -9,13 +8,16 @@ import * as paths from './paths.js';
export class HandelsRegister {
private openDataRef: OpenData;
private asyncExecutionStack = new plugins.lik.AsyncExecutionStack();
private uniqueDowloadFolder = plugins.path.join(paths.downloadDir, plugins.smartunique.uniSimple());
private downloadDir: string;
private uniqueDowloadFolder: string;
// Puppeteer wrapper instance
public smartbrowserInstance = new plugins.smartbrowser.SmartBrowser();
constructor(openDataRef: OpenData) {
constructor(openDataRef: OpenData, downloadDirArg: string) {
this.openDataRef = openDataRef;
this.downloadDir = downloadDirArg;
this.uniqueDowloadFolder = plugins.path.join(this.downloadDir, plugins.smartunique.uniSimple());
}
public async start() {
@@ -76,7 +78,7 @@ export class HandelsRegister {
timeout: 30000,
})
.catch(async (err) => {
await pageArg.screenshot({ path: paths.downloadDir + '/error.png' });
await pageArg.screenshot({ path: this.downloadDir + '/error.png' });
throw err;
});

View File

@@ -1,5 +1,4 @@
import * as plugins from './plugins.js';
import * as paths from './paths.js';
import type { OpenData } from './classes.main.opendata.js';
export type SeedEntryType = {
@@ -41,8 +40,11 @@ export type SeedEntryType = {
};
export class JsonlDataProcessor<T> {
private germanBusinessDataDir: string;
public forEachFunction: (entryArg: T) => Promise<void>;
constructor(forEachFunctionArg: typeof this.forEachFunction) {
constructor(germanBusinessDataDirArg: string, forEachFunctionArg: typeof this.forEachFunction) {
this.germanBusinessDataDir = germanBusinessDataDirArg;
this.forEachFunction = forEachFunctionArg;
}
@@ -51,9 +53,9 @@ export class JsonlDataProcessor<T> {
dataUrlArg = 'https://daten.offeneregister.de/de_companies_ocdata.jsonl.bz2'
) {
const done = plugins.smartpromise.defer();
const dataExists = await plugins.smartfile.fs.isDirectory(paths.germanBusinessDataDir);
const dataExists = await plugins.smartfile.fs.isDirectory(this.germanBusinessDataDir);
if (!dataExists) {
await plugins.smartfile.fs.ensureDir(paths.germanBusinessDataDir);
await plugins.smartfile.fs.ensureDir(this.germanBusinessDataDir);
} else {
}

View File

@@ -4,16 +4,39 @@ import { JsonlDataProcessor, type SeedEntryType } from './classes.jsonldata.js';
import * as paths from './paths.js';
import * as plugins from './plugins.js';
export interface IOpenDataConfig {
downloadDir: string;
germanBusinessDataDir: string;
nogitDir: string;
}
export class OpenData {
public db: plugins.smartdata.SmartdataDb;
private serviceQenv = new plugins.qenv.Qenv(paths.packageDir, paths.nogitDir);
private serviceQenv: plugins.qenv.Qenv;
private config: IOpenDataConfig;
public jsonLDataProcessor: JsonlDataProcessor<SeedEntryType>;
public handelsregister: HandelsRegister;
public CBusinessRecord = plugins.smartdata.setDefaultManagerForDoc(this, BusinessRecord);
constructor(configArg: IOpenDataConfig) {
if (!configArg) {
throw new Error('@fin.cx/opendata: Configuration is required. You must provide downloadDir, germanBusinessDataDir, and nogitDir paths.');
}
if (!configArg.downloadDir || !configArg.germanBusinessDataDir || !configArg.nogitDir) {
throw new Error('@fin.cx/opendata: All directory paths are required (downloadDir, germanBusinessDataDir, nogitDir).');
}
this.config = configArg;
this.serviceQenv = new plugins.qenv.Qenv(paths.packageDir, this.config.nogitDir);
}
public async start() {
// Ensure configured directories exist
await plugins.smartfile.fs.ensureDir(this.config.nogitDir);
await plugins.smartfile.fs.ensureDir(this.config.downloadDir);
await plugins.smartfile.fs.ensureDir(this.config.germanBusinessDataDir);
this.db = new plugins.smartdata.SmartdataDb({
mongoDbUrl: await this.serviceQenv.getEnvVarOnDemand('MONGODB_URL'),
mongoDbName: await this.serviceQenv.getEnvVarOnDemand('MONGODB_NAME'),
@@ -21,7 +44,9 @@ export class OpenData {
mongoDbPass: await this.serviceQenv.getEnvVarOnDemand('MONGODB_PASS'),
});
await this.db.init();
this.jsonLDataProcessor = new JsonlDataProcessor(async (entryArg) => {
this.jsonLDataProcessor = new JsonlDataProcessor(
this.config.germanBusinessDataDir,
async (entryArg) => {
const businessRecord = new this.CBusinessRecord();
businessRecord.id = await this.CBusinessRecord.getNewId();
businessRecord.data.name = entryArg.name;
@@ -31,8 +56,9 @@ export class OpenData {
type: entryArg.all_attributes._registerArt as 'HRA' | 'HRB',
};
await businessRecord.save();
});
this.handelsregister = new HandelsRegister(this);
}
);
this.handelsregister = new HandelsRegister(this, this.config.downloadDir);
await this.handelsregister.start();
}

View File

@@ -4,12 +4,3 @@ export const packageDir = plugins.path.join(
plugins.smartpath.get.dirnameFromImportMetaUrl(import.meta.url),
'../'
);
export const nogitDir = plugins.path.join(packageDir, './.nogit/');
plugins.smartfile.fs.ensureDirSync(nogitDir);
export const downloadDir = plugins.path.join(nogitDir, 'downloads');
plugins.smartfile.fs.ensureDirSync(downloadDir);
export const germanBusinessDataDir = plugins.path.join(nogitDir, 'germanbusinessdata');

View File

@@ -1,5 +1,5 @@
// node native scope
import * as path from 'path';
import * as path from 'node:path';
export {
path,

View File

@@ -0,0 +1,296 @@
import * as plugins from '../plugins.js';
/**
* Base provider entry for tracking provider state
*/
export interface IBaseProviderEntry<TProvider> {
provider: TProvider;
config: IBaseProviderConfig;
lastError?: Error;
lastErrorTime?: Date;
successCount: number;
errorCount: number;
}
/**
* Base provider configuration
*/
export interface IBaseProviderConfig {
enabled: boolean;
priority: number;
timeout?: number;
retryAttempts?: number;
retryDelay?: number;
cacheTTL?: number;
}
/**
* Base provider interface
*/
export interface IBaseProvider {
name: string;
priority: number;
isAvailable(): Promise<boolean>;
readonly requiresAuth: boolean;
readonly rateLimit?: {
requestsPerMinute: number;
requestsPerDay?: number;
};
}
/**
* Cache entry for any data type
*/
export interface IBaseCacheEntry<TData> {
data: TData;
timestamp: Date;
ttl: number;
}
/**
* Base service for managing data providers with caching
* Shared logic extracted from StockPriceService and FundamentalsService
*/
export abstract class BaseProviderService<TProvider extends IBaseProvider, TData> {
protected providers = new Map<string, IBaseProviderEntry<TProvider>>();
protected cache = new Map<string, IBaseCacheEntry<TData>>();
protected logger = console;
protected cacheConfig = {
ttl: 60000, // Default 60 seconds
maxEntries: 10000
};
constructor(cacheConfig?: { ttl?: number; maxEntries?: number }) {
if (cacheConfig) {
this.cacheConfig = { ...this.cacheConfig, ...cacheConfig };
}
}
/**
* Register a provider
*/
public register(provider: TProvider, config?: Partial<IBaseProviderConfig>): void {
const defaultConfig: IBaseProviderConfig = {
enabled: true,
priority: provider.priority,
timeout: 30000,
retryAttempts: 2,
retryDelay: 1000,
cacheTTL: this.cacheConfig.ttl
};
const mergedConfig = { ...defaultConfig, ...config };
this.providers.set(provider.name, {
provider,
config: mergedConfig,
successCount: 0,
errorCount: 0
});
console.log(`Registered provider: ${provider.name}`);
}
/**
* Unregister a provider
*/
public unregister(providerName: string): void {
this.providers.delete(providerName);
console.log(`Unregistered provider: ${providerName}`);
}
/**
* Get a specific provider by name
*/
public getProvider(name: string): TProvider | undefined {
return this.providers.get(name)?.provider;
}
/**
* Get all registered providers
*/
public getAllProviders(): TProvider[] {
return Array.from(this.providers.values()).map(entry => entry.provider);
}
/**
* Get enabled providers sorted by priority
*/
public getEnabledProviders(): TProvider[] {
return Array.from(this.providers.values())
.filter(entry => entry.config.enabled)
.sort((a, b) => (b.config.priority || 0) - (a.config.priority || 0))
.map(entry => entry.provider);
}
/**
* Check health of all providers
*/
public async checkProvidersHealth(): Promise<Map<string, boolean>> {
const health = new Map<string, boolean>();
for (const [name, entry] of this.providers) {
if (!entry.config.enabled) {
health.set(name, false);
continue;
}
try {
const isAvailable = await entry.provider.isAvailable();
health.set(name, isAvailable);
} catch (error) {
health.set(name, false);
console.error(`Health check failed for ${name}:`, error);
}
}
return health;
}
/**
* Get provider statistics
*/
public getProviderStats(): Map<
string,
{
successCount: number;
errorCount: number;
lastError?: string;
lastErrorTime?: Date;
}
> {
const stats = new Map();
for (const [name, entry] of this.providers) {
stats.set(name, {
successCount: entry.successCount,
errorCount: entry.errorCount,
lastError: entry.lastError?.message,
lastErrorTime: entry.lastErrorTime
});
}
return stats;
}
/**
* Clear all cached data
*/
public clearCache(): void {
this.cache.clear();
console.log('Cache cleared');
}
/**
* Set cache TTL
*/
public setCacheTTL(ttl: number): void {
this.cacheConfig.ttl = ttl;
console.log(`Cache TTL set to ${ttl}ms`);
}
/**
* Get cache statistics
*/
public getCacheStats(): {
size: number;
maxEntries: number;
ttl: number;
} {
return {
size: this.cache.size,
maxEntries: this.cacheConfig.maxEntries,
ttl: this.cacheConfig.ttl
};
}
/**
* Fetch with retry logic
*/
protected async fetchWithRetry<T>(
fetchFn: () => Promise<T>,
config: IBaseProviderConfig
): Promise<T> {
const maxAttempts = config.retryAttempts || 1;
let lastError: Error | undefined;
for (let attempt = 1; attempt <= maxAttempts; attempt++) {
try {
return await fetchFn();
} catch (error) {
lastError = error as Error;
if (attempt < maxAttempts) {
const delay = (config.retryDelay || 1000) * attempt;
console.log(`Retry attempt ${attempt} after ${delay}ms`);
await plugins.smartdelay.delayFor(delay);
}
}
}
throw lastError || new Error('Unknown error during fetch');
}
/**
* Get from cache if not expired
*/
protected getFromCache(key: string): TData | null {
const entry = this.cache.get(key);
if (!entry) {
return null;
}
// Check if cache entry has expired
const age = Date.now() - entry.timestamp.getTime();
if (entry.ttl !== Infinity && age > entry.ttl) {
this.cache.delete(key);
return null;
}
return entry.data;
}
/**
* Add to cache with TTL
*/
protected addToCache(key: string, data: TData, ttl?: number): void {
// Enforce max entries limit
if (this.cache.size >= this.cacheConfig.maxEntries) {
// Remove oldest entry
const oldestKey = this.cache.keys().next().value;
if (oldestKey) {
this.cache.delete(oldestKey);
}
}
this.cache.set(key, {
data,
timestamp: new Date(),
ttl: ttl || this.cacheConfig.ttl
});
}
/**
* Track successful fetch for provider
*/
protected trackSuccess(providerName: string): void {
const entry = this.providers.get(providerName);
if (entry) {
entry.successCount++;
}
}
/**
* Track failed fetch for provider
*/
protected trackError(providerName: string, error: Error): void {
const entry = this.providers.get(providerName);
if (entry) {
entry.errorCount++;
entry.lastError = error;
entry.lastErrorTime = new Date();
}
}
}

View File

@@ -0,0 +1,404 @@
import * as plugins from '../plugins.js';
import type {
IFundamentalsProvider,
IFundamentalsProviderConfig,
IFundamentalsProviderRegistry,
IStockFundamentals,
IFundamentalsRequest
} from './interfaces/fundamentals.js';
interface IProviderEntry {
provider: IFundamentalsProvider;
config: IFundamentalsProviderConfig;
lastError?: Error;
lastErrorTime?: Date;
successCount: number;
errorCount: number;
}
interface ICacheEntry {
fundamentals: IStockFundamentals | IStockFundamentals[];
timestamp: Date;
ttl: number;
}
/**
* Service for managing fundamental data providers and caching
* Parallel to StockPriceService but for fundamental data instead of prices
*/
export class FundamentalsService implements IFundamentalsProviderRegistry {
private providers = new Map<string, IProviderEntry>();
private cache = new Map<string, ICacheEntry>();
private logger = console;
private cacheConfig = {
ttl: 90 * 24 * 60 * 60 * 1000, // 90 days default (fundamentals change quarterly)
maxEntries: 10000
};
constructor(cacheConfig?: { ttl?: number; maxEntries?: number }) {
if (cacheConfig) {
this.cacheConfig = { ...this.cacheConfig, ...cacheConfig };
}
}
/**
* Register a fundamentals provider
*/
public register(provider: IFundamentalsProvider, config?: IFundamentalsProviderConfig): void {
const defaultConfig: IFundamentalsProviderConfig = {
enabled: true,
priority: provider.priority,
timeout: 30000, // Longer timeout for fundamental data
retryAttempts: 2,
retryDelay: 1000,
cacheTTL: this.cacheConfig.ttl
};
const mergedConfig = { ...defaultConfig, ...config };
this.providers.set(provider.name, {
provider,
config: mergedConfig,
successCount: 0,
errorCount: 0
});
console.log(`Registered fundamentals provider: ${provider.name}`);
}
/**
* Unregister a provider
*/
public unregister(providerName: string): void {
this.providers.delete(providerName);
console.log(`Unregistered fundamentals provider: ${providerName}`);
}
/**
* Get a specific provider by name
*/
public getProvider(name: string): IFundamentalsProvider | undefined {
return this.providers.get(name)?.provider;
}
/**
* Get all registered providers
*/
public getAllProviders(): IFundamentalsProvider[] {
return Array.from(this.providers.values()).map(entry => entry.provider);
}
/**
* Get enabled providers sorted by priority
*/
public getEnabledProviders(): IFundamentalsProvider[] {
return Array.from(this.providers.values())
.filter(entry => entry.config.enabled)
.sort((a, b) => (b.config.priority || 0) - (a.config.priority || 0))
.map(entry => entry.provider);
}
/**
* Get fundamental data for a single ticker
*/
public async getFundamentals(ticker: string): Promise<IStockFundamentals> {
const result = await this.getData({
type: 'fundamentals-current',
ticker
});
return result as IStockFundamentals;
}
/**
* Get fundamental data for multiple tickers
*/
public async getBatchFundamentals(tickers: string[]): Promise<IStockFundamentals[]> {
const result = await this.getData({
type: 'fundamentals-batch',
tickers
});
return result as IStockFundamentals[];
}
/**
* Unified data fetching method
*/
public async getData(
request: IFundamentalsRequest
): Promise<IStockFundamentals | IStockFundamentals[]> {
const cacheKey = this.getCacheKey(request);
const cached = this.getFromCache(cacheKey);
if (cached) {
console.log(`Cache hit for ${this.getRequestDescription(request)}`);
return cached;
}
const providers = this.getEnabledProviders();
if (providers.length === 0) {
throw new Error('No fundamentals providers available');
}
let lastError: Error | undefined;
for (const provider of providers) {
const entry = this.providers.get(provider.name)!;
try {
const result = await this.fetchWithRetry(
() => provider.fetchData(request),
entry.config
);
entry.successCount++;
// Use provider-specific cache TTL or default
const ttl = entry.config.cacheTTL || this.cacheConfig.ttl;
this.addToCache(cacheKey, result, ttl);
console.log(`Successfully fetched ${this.getRequestDescription(request)} from ${provider.name}`);
return result;
} catch (error) {
entry.errorCount++;
entry.lastError = error as Error;
entry.lastErrorTime = new Date();
lastError = error as Error;
console.warn(
`Provider ${provider.name} failed for ${this.getRequestDescription(request)}: ${error.message}`
);
}
}
throw new Error(
`Failed to fetch ${this.getRequestDescription(request)} from all providers. Last error: ${lastError?.message}`
);
}
/**
* Enrich fundamentals with calculated metrics using current price
*/
public async enrichWithPrice(
fundamentals: IStockFundamentals,
price: number
): Promise<IStockFundamentals> {
const enriched = { ...fundamentals };
// Calculate market cap: price × shares outstanding
if (fundamentals.sharesOutstanding) {
enriched.marketCap = price * fundamentals.sharesOutstanding;
}
// Calculate P/E ratio: price / EPS
if (fundamentals.earningsPerShareDiluted && fundamentals.earningsPerShareDiluted > 0) {
enriched.priceToEarnings = price / fundamentals.earningsPerShareDiluted;
}
// Calculate price-to-book: market cap / stockholders equity
if (enriched.marketCap && fundamentals.stockholdersEquity && fundamentals.stockholdersEquity > 0) {
enriched.priceToBook = enriched.marketCap / fundamentals.stockholdersEquity;
}
return enriched;
}
/**
* Enrich batch fundamentals with prices
*/
public async enrichBatchWithPrices(
fundamentalsList: IStockFundamentals[],
priceMap: Map<string, number>
): Promise<IStockFundamentals[]> {
return Promise.all(
fundamentalsList.map(fundamentals => {
const price = priceMap.get(fundamentals.ticker);
if (price) {
return this.enrichWithPrice(fundamentals, price);
}
return Promise.resolve(fundamentals);
})
);
}
/**
* Check health of all providers
*/
public async checkProvidersHealth(): Promise<Map<string, boolean>> {
const health = new Map<string, boolean>();
for (const [name, entry] of this.providers) {
if (!entry.config.enabled) {
health.set(name, false);
continue;
}
try {
const isAvailable = await entry.provider.isAvailable();
health.set(name, isAvailable);
} catch (error) {
health.set(name, false);
console.error(`Health check failed for ${name}:`, error);
}
}
return health;
}
/**
* Get provider statistics
*/
public getProviderStats(): Map<
string,
{
successCount: number;
errorCount: number;
lastError?: string;
lastErrorTime?: Date;
}
> {
const stats = new Map();
for (const [name, entry] of this.providers) {
stats.set(name, {
successCount: entry.successCount,
errorCount: entry.errorCount,
lastError: entry.lastError?.message,
lastErrorTime: entry.lastErrorTime
});
}
return stats;
}
/**
* Clear all cached data
*/
public clearCache(): void {
this.cache.clear();
console.log('Fundamentals cache cleared');
}
/**
* Set cache TTL
*/
public setCacheTTL(ttl: number): void {
this.cacheConfig.ttl = ttl;
console.log(`Fundamentals cache TTL set to ${ttl}ms`);
}
/**
* Get cache statistics
*/
public getCacheStats(): {
size: number;
maxEntries: number;
ttl: number;
} {
return {
size: this.cache.size,
maxEntries: this.cacheConfig.maxEntries,
ttl: this.cacheConfig.ttl
};
}
/**
* Fetch with retry logic
*/
private async fetchWithRetry<T>(
fetchFn: () => Promise<T>,
config: IFundamentalsProviderConfig
): Promise<T> {
const maxAttempts = config.retryAttempts || 1;
let lastError: Error | undefined;
for (let attempt = 1; attempt <= maxAttempts; attempt++) {
try {
return await fetchFn();
} catch (error) {
lastError = error as Error;
if (attempt < maxAttempts) {
const delay = (config.retryDelay || 1000) * attempt;
console.log(`Retry attempt ${attempt} after ${delay}ms`);
await plugins.smartdelay.delayFor(delay);
}
}
}
throw lastError || new Error('Unknown error during fetch');
}
/**
* Generate cache key for request
*/
private getCacheKey(request: IFundamentalsRequest): string {
switch (request.type) {
case 'fundamentals-current':
return `fundamentals:${request.ticker}`;
case 'fundamentals-batch':
const tickers = request.tickers.sort().join(',');
return `fundamentals-batch:${tickers}`;
default:
return `unknown:${JSON.stringify(request)}`;
}
}
/**
* Get from cache if not expired
*/
private getFromCache(key: string): IStockFundamentals | IStockFundamentals[] | null {
const entry = this.cache.get(key);
if (!entry) {
return null;
}
// Check if cache entry has expired
const age = Date.now() - entry.timestamp.getTime();
if (entry.ttl !== Infinity && age > entry.ttl) {
this.cache.delete(key);
return null;
}
return entry.fundamentals;
}
/**
* Add to cache with TTL
*/
private addToCache(
key: string,
fundamentals: IStockFundamentals | IStockFundamentals[],
ttl?: number
): void {
// Enforce max entries limit
if (this.cache.size >= this.cacheConfig.maxEntries) {
// Remove oldest entry
const oldestKey = this.cache.keys().next().value;
if (oldestKey) {
this.cache.delete(oldestKey);
}
}
this.cache.set(key, {
fundamentals,
timestamp: new Date(),
ttl: ttl || this.cacheConfig.ttl
});
}
/**
* Get human-readable request description
*/
private getRequestDescription(request: IFundamentalsRequest): string {
switch (request.type) {
case 'fundamentals-current':
return `fundamentals for ${request.ticker}`;
case 'fundamentals-batch':
return `fundamentals for ${request.tickers.length} tickers`;
default:
return 'fundamentals data';
}
}
}

View File

@@ -0,0 +1,647 @@
import * as plugins from '../plugins.js';
import type { IStockProvider, IProviderConfig } from './interfaces/provider.js';
import type { IFundamentalsProvider, IFundamentalsProviderConfig, IStockFundamentals } from './interfaces/fundamentals.js';
import type { IStockPrice, IStockDataRequest as IPriceRequest } from './interfaces/stockprice.js';
import type { IStockData, IStockDataServiceConfig, ICompleteStockDataRequest, ICompleteStockDataBatchRequest } from './interfaces/stockdata.js';
interface IProviderEntry<T> {
provider: T;
config: IProviderConfig | IFundamentalsProviderConfig;
lastError?: Error;
lastErrorTime?: Date;
successCount: number;
errorCount: number;
}
interface ICacheEntry<T> {
data: T;
timestamp: Date;
ttl: number;
}
/**
* Unified service for managing both stock prices and fundamentals
* Provides automatic enrichment and convenient combined data access
*/
export class StockDataService {
private priceProviders = new Map<string, IProviderEntry<IStockProvider>>();
private fundamentalsProviders = new Map<string, IProviderEntry<IFundamentalsProvider>>();
private priceCache = new Map<string, ICacheEntry<IStockPrice | IStockPrice[]>>();
private fundamentalsCache = new Map<string, ICacheEntry<IStockFundamentals | IStockFundamentals[]>>();
private logger = console;
private config: Required<IStockDataServiceConfig> = {
cache: {
priceTTL: 24 * 60 * 60 * 1000, // 24 hours
fundamentalsTTL: 90 * 24 * 60 * 60 * 1000, // 90 days
maxEntries: 10000
},
timeout: {
price: 10000, // 10 seconds
fundamentals: 30000 // 30 seconds
}
};
constructor(config?: IStockDataServiceConfig) {
if (config) {
this.config = {
cache: { ...this.config.cache, ...config.cache },
timeout: { ...this.config.timeout, ...config.timeout }
};
}
}
// ========== Provider Management ==========
/**
* Register a price provider
*/
public registerPriceProvider(provider: IStockProvider, config?: IProviderConfig): void {
const defaultConfig: IProviderConfig = {
enabled: true,
priority: provider.priority,
timeout: this.config.timeout.price,
retryAttempts: 2,
retryDelay: 1000
};
const mergedConfig = { ...defaultConfig, ...config };
this.priceProviders.set(provider.name, {
provider,
config: mergedConfig,
successCount: 0,
errorCount: 0
});
console.log(`Registered price provider: ${provider.name}`);
}
/**
* Register a fundamentals provider
*/
public registerFundamentalsProvider(
provider: IFundamentalsProvider,
config?: IFundamentalsProviderConfig
): void {
const defaultConfig: IFundamentalsProviderConfig = {
enabled: true,
priority: provider.priority,
timeout: this.config.timeout.fundamentals,
retryAttempts: 2,
retryDelay: 1000,
cacheTTL: this.config.cache.fundamentalsTTL
};
const mergedConfig = { ...defaultConfig, ...config };
this.fundamentalsProviders.set(provider.name, {
provider,
config: mergedConfig,
successCount: 0,
errorCount: 0
});
console.log(`Registered fundamentals provider: ${provider.name}`);
}
/**
* Unregister a price provider
*/
public unregisterPriceProvider(providerName: string): void {
this.priceProviders.delete(providerName);
console.log(`Unregistered price provider: ${providerName}`);
}
/**
* Unregister a fundamentals provider
*/
public unregisterFundamentalsProvider(providerName: string): void {
this.fundamentalsProviders.delete(providerName);
console.log(`Unregistered fundamentals provider: ${providerName}`);
}
/**
* Get all registered price providers
*/
public getPriceProviders(): IStockProvider[] {
return Array.from(this.priceProviders.values()).map(entry => entry.provider);
}
/**
* Get all registered fundamentals providers
*/
public getFundamentalsProviders(): IFundamentalsProvider[] {
return Array.from(this.fundamentalsProviders.values()).map(entry => entry.provider);
}
/**
* Get enabled price providers sorted by priority
*/
private getEnabledPriceProviders(): IStockProvider[] {
return Array.from(this.priceProviders.values())
.filter(entry => entry.config.enabled)
.sort((a, b) => (b.config.priority || 0) - (a.config.priority || 0))
.map(entry => entry.provider);
}
/**
* Get enabled fundamentals providers sorted by priority
*/
private getEnabledFundamentalsProviders(): IFundamentalsProvider[] {
return Array.from(this.fundamentalsProviders.values())
.filter(entry => entry.config.enabled)
.sort((a, b) => (b.config.priority || 0) - (a.config.priority || 0))
.map(entry => entry.provider);
}
// ========== Data Fetching Methods ==========
/**
* Get current price for a single ticker
*/
public async getPrice(ticker: string): Promise<IStockPrice> {
const cacheKey = `price:${ticker}`;
const cached = this.getFromCache(this.priceCache, cacheKey);
if (cached) {
console.log(`Cache hit for price: ${ticker}`);
return cached as IStockPrice;
}
const providers = this.getEnabledPriceProviders();
if (providers.length === 0) {
throw new Error('No price providers available');
}
let lastError: Error | undefined;
for (const provider of providers) {
const entry = this.priceProviders.get(provider.name)!;
try {
const result = await this.fetchWithRetry(
() => provider.fetchData({ type: 'current', ticker }),
entry.config
);
entry.successCount++;
const price = result as IStockPrice;
this.addToCache(this.priceCache, cacheKey, price, this.config.cache.priceTTL);
console.log(`Successfully fetched price for ${ticker} from ${provider.name}`);
return price;
} catch (error) {
entry.errorCount++;
entry.lastError = error as Error;
entry.lastErrorTime = new Date();
lastError = error as Error;
console.warn(`Provider ${provider.name} failed for ${ticker}: ${error.message}`);
}
}
throw new Error(
`Failed to fetch price for ${ticker} from all providers. Last error: ${lastError?.message}`
);
}
/**
* Get current prices for multiple tickers
*/
public async getPrices(tickers: string[]): Promise<IStockPrice[]> {
const cacheKey = `prices:${tickers.sort().join(',')}`;
const cached = this.getFromCache(this.priceCache, cacheKey);
if (cached) {
console.log(`Cache hit for prices: ${tickers.length} tickers`);
return cached as IStockPrice[];
}
const providers = this.getEnabledPriceProviders();
if (providers.length === 0) {
throw new Error('No price providers available');
}
let lastError: Error | undefined;
for (const provider of providers) {
const entry = this.priceProviders.get(provider.name)!;
try {
const result = await this.fetchWithRetry(
() => provider.fetchData({ type: 'batch', tickers }),
entry.config
);
entry.successCount++;
const prices = result as IStockPrice[];
this.addToCache(this.priceCache, cacheKey, prices, this.config.cache.priceTTL);
console.log(`Successfully fetched ${prices.length} prices from ${provider.name}`);
return prices;
} catch (error) {
entry.errorCount++;
entry.lastError = error as Error;
entry.lastErrorTime = new Date();
lastError = error as Error;
console.warn(`Provider ${provider.name} failed for batch prices: ${error.message}`);
}
}
throw new Error(
`Failed to fetch prices for ${tickers.length} tickers from all providers. Last error: ${lastError?.message}`
);
}
/**
* Get fundamentals for a single ticker
*/
public async getFundamentals(ticker: string): Promise<IStockFundamentals> {
const cacheKey = `fundamentals:${ticker}`;
const cached = this.getFromCache(this.fundamentalsCache, cacheKey);
if (cached) {
console.log(`Cache hit for fundamentals: ${ticker}`);
return cached as IStockFundamentals;
}
const providers = this.getEnabledFundamentalsProviders();
if (providers.length === 0) {
throw new Error('No fundamentals providers available');
}
let lastError: Error | undefined;
for (const provider of providers) {
const entry = this.fundamentalsProviders.get(provider.name)!;
try {
const result = await this.fetchWithRetry(
() => provider.fetchData({ type: 'fundamentals-current', ticker }),
entry.config
);
entry.successCount++;
const fundamentals = result as IStockFundamentals;
const ttl = (entry.config as IFundamentalsProviderConfig).cacheTTL || this.config.cache.fundamentalsTTL;
this.addToCache(this.fundamentalsCache, cacheKey, fundamentals, ttl);
console.log(`Successfully fetched fundamentals for ${ticker} from ${provider.name}`);
return fundamentals;
} catch (error) {
entry.errorCount++;
entry.lastError = error as Error;
entry.lastErrorTime = new Date();
lastError = error as Error;
console.warn(`Provider ${provider.name} failed for ${ticker} fundamentals: ${error.message}`);
}
}
throw new Error(
`Failed to fetch fundamentals for ${ticker} from all providers. Last error: ${lastError?.message}`
);
}
/**
* Get fundamentals for multiple tickers
*/
public async getBatchFundamentals(tickers: string[]): Promise<IStockFundamentals[]> {
const cacheKey = `fundamentals-batch:${tickers.sort().join(',')}`;
const cached = this.getFromCache(this.fundamentalsCache, cacheKey);
if (cached) {
console.log(`Cache hit for batch fundamentals: ${tickers.length} tickers`);
return cached as IStockFundamentals[];
}
const providers = this.getEnabledFundamentalsProviders();
if (providers.length === 0) {
throw new Error('No fundamentals providers available');
}
let lastError: Error | undefined;
for (const provider of providers) {
const entry = this.fundamentalsProviders.get(provider.name)!;
try {
const result = await this.fetchWithRetry(
() => provider.fetchData({ type: 'fundamentals-batch', tickers }),
entry.config
);
entry.successCount++;
const fundamentals = result as IStockFundamentals[];
const ttl = (entry.config as IFundamentalsProviderConfig).cacheTTL || this.config.cache.fundamentalsTTL;
this.addToCache(this.fundamentalsCache, cacheKey, fundamentals, ttl);
console.log(`Successfully fetched ${fundamentals.length} fundamentals from ${provider.name}`);
return fundamentals;
} catch (error) {
entry.errorCount++;
entry.lastError = error as Error;
entry.lastErrorTime = new Date();
lastError = error as Error;
console.warn(`Provider ${provider.name} failed for batch fundamentals: ${error.message}`);
}
}
throw new Error(
`Failed to fetch fundamentals for ${tickers.length} tickers from all providers. Last error: ${lastError?.message}`
);
}
/**
* ✨ Get complete stock data (price + fundamentals) with automatic enrichment
*/
public async getStockData(request: string | ICompleteStockDataRequest): Promise<IStockData> {
const normalizedRequest = typeof request === 'string'
? { ticker: request, includeFundamentals: true, enrichFundamentals: true }
: { includeFundamentals: true, enrichFundamentals: true, ...request };
const price = await this.getPrice(normalizedRequest.ticker);
let fundamentals: IStockFundamentals | undefined;
if (normalizedRequest.includeFundamentals) {
try {
fundamentals = await this.getFundamentals(normalizedRequest.ticker);
// Enrich fundamentals with price calculations
if (normalizedRequest.enrichFundamentals && fundamentals) {
fundamentals = this.enrichWithPrice(fundamentals, price.price);
}
} catch (error) {
console.warn(`Failed to fetch fundamentals for ${normalizedRequest.ticker}: ${error.message}`);
// Continue without fundamentals
}
}
return {
ticker: normalizedRequest.ticker,
price,
fundamentals,
fetchedAt: new Date()
};
}
/**
* ✨ Get complete stock data for multiple tickers with automatic enrichment
*/
public async getBatchStockData(request: string[] | ICompleteStockDataBatchRequest): Promise<IStockData[]> {
const normalizedRequest = Array.isArray(request)
? { tickers: request, includeFundamentals: true, enrichFundamentals: true }
: { includeFundamentals: true, enrichFundamentals: true, ...request };
const prices = await this.getPrices(normalizedRequest.tickers);
const priceMap = new Map(prices.map(p => [p.ticker, p]));
let fundamentalsMap = new Map<string, IStockFundamentals>();
if (normalizedRequest.includeFundamentals) {
try {
const fundamentals = await this.getBatchFundamentals(normalizedRequest.tickers);
// Enrich with prices if requested
if (normalizedRequest.enrichFundamentals) {
for (const fund of fundamentals) {
const price = priceMap.get(fund.ticker);
if (price) {
fundamentalsMap.set(fund.ticker, this.enrichWithPrice(fund, price.price));
} else {
fundamentalsMap.set(fund.ticker, fund);
}
}
} else {
fundamentalsMap = new Map(fundamentals.map(f => [f.ticker, f]));
}
} catch (error) {
console.warn(`Failed to fetch batch fundamentals: ${error.message}`);
// Continue without fundamentals
}
}
return normalizedRequest.tickers.map(ticker => ({
ticker,
price: priceMap.get(ticker)!,
fundamentals: fundamentalsMap.get(ticker),
fetchedAt: new Date()
}));
}
// ========== Helper Methods ==========
/**
* Enrich fundamentals with calculated metrics using current price
*/
private enrichWithPrice(fundamentals: IStockFundamentals, price: number): IStockFundamentals {
const enriched = { ...fundamentals };
// Calculate market cap: price × shares outstanding
if (fundamentals.sharesOutstanding) {
enriched.marketCap = price * fundamentals.sharesOutstanding;
}
// Calculate P/E ratio: price / EPS
if (fundamentals.earningsPerShareDiluted && fundamentals.earningsPerShareDiluted > 0) {
enriched.priceToEarnings = price / fundamentals.earningsPerShareDiluted;
}
// Calculate price-to-book: market cap / stockholders equity
if (enriched.marketCap && fundamentals.stockholdersEquity && fundamentals.stockholdersEquity > 0) {
enriched.priceToBook = enriched.marketCap / fundamentals.stockholdersEquity;
}
return enriched;
}
/**
* Fetch with retry logic
*/
private async fetchWithRetry<T>(
fetchFn: () => Promise<T>,
config: IProviderConfig | IFundamentalsProviderConfig
): Promise<T> {
const maxAttempts = config.retryAttempts || 1;
let lastError: Error | undefined;
for (let attempt = 1; attempt <= maxAttempts; attempt++) {
try {
return await fetchFn();
} catch (error) {
lastError = error as Error;
if (attempt < maxAttempts) {
const delay = (config.retryDelay || 1000) * attempt;
console.log(`Retry attempt ${attempt} after ${delay}ms`);
await plugins.smartdelay.delayFor(delay);
}
}
}
throw lastError || new Error('Unknown error during fetch');
}
/**
* Get from cache if not expired
*/
private getFromCache<T>(cache: Map<string, ICacheEntry<T>>, key: string): T | null {
const entry = cache.get(key);
if (!entry) {
return null;
}
// Check if cache entry has expired
const age = Date.now() - entry.timestamp.getTime();
if (entry.ttl !== Infinity && age > entry.ttl) {
cache.delete(key);
return null;
}
return entry.data;
}
/**
* Add to cache with TTL
*/
private addToCache<T>(cache: Map<string, ICacheEntry<T>>, key: string, data: T, ttl: number): void {
// Enforce max entries limit
if (cache.size >= this.config.cache.maxEntries) {
// Remove oldest entry
const oldestKey = cache.keys().next().value;
if (oldestKey) {
cache.delete(oldestKey);
}
}
cache.set(key, {
data,
timestamp: new Date(),
ttl
});
}
// ========== Health & Statistics ==========
/**
* Check health of all providers (both price and fundamentals)
*/
public async checkProvidersHealth(): Promise<Map<string, boolean>> {
const health = new Map<string, boolean>();
// Check price providers
for (const [name, entry] of this.priceProviders) {
if (!entry.config.enabled) {
health.set(`${name} (price)`, false);
continue;
}
try {
const isAvailable = await entry.provider.isAvailable();
health.set(`${name} (price)`, isAvailable);
} catch (error) {
health.set(`${name} (price)`, false);
console.error(`Health check failed for ${name}:`, error);
}
}
// Check fundamentals providers
for (const [name, entry] of this.fundamentalsProviders) {
if (!entry.config.enabled) {
health.set(`${name} (fundamentals)`, false);
continue;
}
try {
const isAvailable = await entry.provider.isAvailable();
health.set(`${name} (fundamentals)`, isAvailable);
} catch (error) {
health.set(`${name} (fundamentals)`, false);
console.error(`Health check failed for ${name}:`, error);
}
}
return health;
}
/**
* Get statistics for all providers
*/
public getProviderStats(): Map<
string,
{
type: 'price' | 'fundamentals';
successCount: number;
errorCount: number;
lastError?: string;
lastErrorTime?: Date;
}
> {
const stats = new Map();
// Price provider stats
for (const [name, entry] of this.priceProviders) {
stats.set(name, {
type: 'price',
successCount: entry.successCount,
errorCount: entry.errorCount,
lastError: entry.lastError?.message,
lastErrorTime: entry.lastErrorTime
});
}
// Fundamentals provider stats
for (const [name, entry] of this.fundamentalsProviders) {
stats.set(name, {
type: 'fundamentals',
successCount: entry.successCount,
errorCount: entry.errorCount,
lastError: entry.lastError?.message,
lastErrorTime: entry.lastErrorTime
});
}
return stats;
}
/**
* Clear all caches
*/
public clearCache(): void {
this.priceCache.clear();
this.fundamentalsCache.clear();
console.log('All caches cleared');
}
/**
* Get cache statistics
*/
public getCacheStats(): {
priceCache: { size: number; ttl: number };
fundamentalsCache: { size: number; ttl: number };
maxEntries: number;
} {
return {
priceCache: {
size: this.priceCache.size,
ttl: this.config.cache.priceTTL
},
fundamentalsCache: {
size: this.fundamentalsCache.size,
ttl: this.config.cache.fundamentalsTTL
},
maxEntries: this.config.cache.maxEntries
};
}
}

View File

@@ -1,6 +1,24 @@
import * as plugins from '../plugins.js';
import type { IStockProvider, IProviderConfig, IProviderRegistry } from './interfaces/provider.js';
import type { IStockPrice, IStockQuoteRequest, IStockBatchQuoteRequest, IStockPriceError } from './interfaces/stockprice.js';
import type {
IStockPrice,
IStockPriceError,
IStockDataRequest,
IStockCurrentRequest,
IStockHistoricalRequest,
IStockIntradayRequest,
IStockBatchCurrentRequest,
TIntervalType
} from './interfaces/stockprice.js';
// Simple request interfaces for convenience methods
interface ISimpleQuoteRequest {
ticker: string;
}
interface ISimpleBatchRequest {
tickers: string[];
}
interface IProviderEntry {
provider: IStockProvider;
@@ -12,8 +30,9 @@ interface IProviderEntry {
}
interface ICacheEntry {
price: IStockPrice;
price: IStockPrice | IStockPrice[];
timestamp: Date;
ttl: number; // Specific TTL for this entry
}
export class StockPriceService implements IProviderRegistry {
@@ -22,8 +41,8 @@ export class StockPriceService implements IProviderRegistry {
private logger = console;
private cacheConfig = {
ttl: 60000, // 60 seconds default
maxEntries: 1000
ttl: 60000, // 60 seconds default (for backward compatibility)
maxEntries: 10000 // Increased for historical data
};
constructor(cacheConfig?: { ttl?: number; maxEntries?: number }) {
@@ -32,6 +51,43 @@ export class StockPriceService implements IProviderRegistry {
}
}
/**
* Get data-type aware TTL for smart caching
*/
private getCacheTTL(dataType: 'eod' | 'historical' | 'intraday' | 'live', interval?: TIntervalType): number {
switch (dataType) {
case 'historical':
return Infinity; // Historical data never changes
case 'eod':
return 24 * 60 * 60 * 1000; // 24 hours (EOD is static after market close)
case 'intraday':
// Match cache TTL to interval
return this.getIntervalMs(interval);
case 'live':
return 30 * 1000; // 30 seconds for live data
default:
return this.cacheConfig.ttl; // Fallback to default
}
}
/**
* Convert interval to milliseconds
*/
private getIntervalMs(interval?: TIntervalType): number {
if (!interval) return 60 * 1000; // Default 1 minute
const intervalMap: Record<TIntervalType, number> = {
'1min': 60 * 1000,
'5min': 5 * 60 * 1000,
'10min': 10 * 60 * 1000,
'15min': 15 * 60 * 1000,
'30min': 30 * 60 * 1000,
'1hour': 60 * 60 * 1000
};
return intervalMap[interval] || 60 * 1000;
}
public register(provider: IStockProvider, config?: IProviderConfig): void {
const defaultConfig: IProviderConfig = {
enabled: true,
@@ -73,12 +129,37 @@ export class StockPriceService implements IProviderRegistry {
.map(entry => entry.provider);
}
public async getPrice(request: IStockQuoteRequest): Promise<IStockPrice> {
const cacheKey = this.getCacheKey(request);
/**
* Convenience method: Get current price for a single ticker
*/
public async getPrice(request: ISimpleQuoteRequest): Promise<IStockPrice> {
const result = await this.getData({
type: 'current',
ticker: request.ticker
});
return result as IStockPrice;
}
/**
* Convenience method: Get current prices for multiple tickers
*/
public async getPrices(request: ISimpleBatchRequest): Promise<IStockPrice[]> {
const result = await this.getData({
type: 'batch',
tickers: request.tickers
});
return result as IStockPrice[];
}
/**
* New unified data fetching method supporting all request types
*/
public async getData(request: IStockDataRequest): Promise<IStockPrice | IStockPrice[]> {
const cacheKey = this.getDataCacheKey(request);
const cached = this.getFromCache(cacheKey);
if (cached) {
console.log(`Cache hit for ${request.ticker}`);
console.log(`Cache hit for ${this.getRequestDescription(request)}`);
return cached;
}
@@ -93,15 +174,19 @@ export class StockPriceService implements IProviderRegistry {
const entry = this.providers.get(provider.name)!;
try {
const price = await this.fetchWithRetry(
() => provider.fetchPrice(request),
const result = await this.fetchWithRetry(
() => provider.fetchData(request),
entry.config
);
) as IStockPrice | IStockPrice[];
entry.successCount++;
this.addToCache(cacheKey, price);
console.log(`Successfully fetched ${request.ticker} from ${provider.name}`);
return price;
// Determine TTL based on request type
const ttl = this.getRequestTTL(request, result);
this.addToCache(cacheKey, result, ttl);
console.log(`Successfully fetched ${this.getRequestDescription(request)} from ${provider.name}`);
return result;
} catch (error) {
entry.errorCount++;
entry.lastError = error as Error;
@@ -109,91 +194,50 @@ export class StockPriceService implements IProviderRegistry {
lastError = error as Error;
console.warn(
`Provider ${provider.name} failed for ${request.ticker}: ${error.message}`
`Provider ${provider.name} failed for ${this.getRequestDescription(request)}: ${error.message}`
);
}
}
throw new Error(
`Failed to fetch price for ${request.ticker} from all providers. Last error: ${lastError?.message}`
`Failed to fetch ${this.getRequestDescription(request)} from all providers. Last error: ${lastError?.message}`
);
}
public async getPrices(request: IStockBatchQuoteRequest): Promise<IStockPrice[]> {
const cachedPrices: IStockPrice[] = [];
const tickersToFetch: string[] = [];
// Check cache for each ticker
for (const ticker of request.tickers) {
const cacheKey = this.getCacheKey({ ticker, includeExtendedHours: request.includeExtendedHours });
const cached = this.getFromCache(cacheKey);
if (cached) {
cachedPrices.push(cached);
} else {
tickersToFetch.push(ticker);
/**
* Get TTL based on request type and result
*/
private getRequestTTL(request: IStockDataRequest, result: IStockPrice | IStockPrice[]): number {
switch (request.type) {
case 'historical':
return Infinity; // Historical data never changes
case 'current':
return this.getCacheTTL('eod');
case 'batch':
return this.getCacheTTL('eod');
case 'intraday':
return this.getCacheTTL('intraday', request.interval);
default:
return this.cacheConfig.ttl;
}
}
if (tickersToFetch.length === 0) {
console.log(`All ${request.tickers.length} tickers served from cache`);
return cachedPrices;
/**
* Get human-readable description of request
*/
private getRequestDescription(request: IStockDataRequest): string {
switch (request.type) {
case 'current':
return `current price for ${request.ticker}${request.exchange ? ` on ${request.exchange}` : ''}`;
case 'historical':
return `historical prices for ${request.ticker} from ${request.from.toISOString().split('T')[0]} to ${request.to.toISOString().split('T')[0]}`;
case 'intraday':
return `intraday ${request.interval} prices for ${request.ticker}`;
case 'batch':
return `batch prices for ${request.tickers.length} tickers`;
default:
return 'data';
}
const providers = this.getEnabledProviders();
if (providers.length === 0) {
throw new Error('No stock price providers available');
}
let lastError: Error | undefined;
let fetchedPrices: IStockPrice[] = [];
for (const provider of providers) {
const entry = this.providers.get(provider.name)!;
try {
fetchedPrices = await this.fetchWithRetry(
() => provider.fetchPrices({
tickers: tickersToFetch,
includeExtendedHours: request.includeExtendedHours
}),
entry.config
);
entry.successCount++;
// Cache the fetched prices
for (const price of fetchedPrices) {
const cacheKey = this.getCacheKey({
ticker: price.ticker,
includeExtendedHours: request.includeExtendedHours
});
this.addToCache(cacheKey, price);
}
console.log(
`Successfully fetched ${fetchedPrices.length} prices from ${provider.name}`
);
break;
} catch (error) {
entry.errorCount++;
entry.lastError = error as Error;
entry.lastErrorTime = new Date();
lastError = error as Error;
console.warn(
`Provider ${provider.name} failed for batch request: ${error.message}`
);
}
}
if (fetchedPrices.length === 0 && lastError) {
throw new Error(
`Failed to fetch prices from all providers. Last error: ${lastError.message}`
);
}
return [...cachedPrices, ...fetchedPrices];
}
public async checkProvidersHealth(): Promise<Map<string, boolean>> {
@@ -271,19 +315,38 @@ export class StockPriceService implements IProviderRegistry {
throw lastError || new Error('Unknown error during fetch');
}
private getCacheKey(request: IStockQuoteRequest): string {
return `${request.ticker}:${request.includeExtendedHours || false}`;
/**
* New cache key generation for discriminated union requests
*/
private getDataCacheKey(request: IStockDataRequest): string {
switch (request.type) {
case 'current':
return `current:${request.ticker}${request.exchange ? `:${request.exchange}` : ''}`;
case 'historical':
const fromStr = request.from.toISOString().split('T')[0];
const toStr = request.to.toISOString().split('T')[0];
return `historical:${request.ticker}:${fromStr}:${toStr}${request.exchange ? `:${request.exchange}` : ''}`;
case 'intraday':
const dateStr = request.date ? request.date.toISOString().split('T')[0] : 'latest';
return `intraday:${request.ticker}:${request.interval}:${dateStr}${request.exchange ? `:${request.exchange}` : ''}`;
case 'batch':
const tickers = request.tickers.sort().join(',');
return `batch:${tickers}${request.exchange ? `:${request.exchange}` : ''}`;
default:
return `unknown:${JSON.stringify(request)}`;
}
}
private getFromCache(key: string): IStockPrice | null {
private getFromCache(key: string): IStockPrice | IStockPrice[] | null {
const entry = this.cache.get(key);
if (!entry) {
return null;
}
// Check if cache entry has expired
const age = Date.now() - entry.timestamp.getTime();
if (age > this.cacheConfig.ttl) {
if (entry.ttl !== Infinity && age > entry.ttl) {
this.cache.delete(key);
return null;
}
@@ -291,7 +354,7 @@ export class StockPriceService implements IProviderRegistry {
return entry.price;
}
private addToCache(key: string, price: IStockPrice): void {
private addToCache(key: string, price: IStockPrice | IStockPrice[], ttl?: number): void {
// Enforce max entries limit
if (this.cache.size >= this.cacheConfig.maxEntries) {
// Remove oldest entry
@@ -303,7 +366,8 @@ export class StockPriceService implements IProviderRegistry {
this.cache.set(key, {
price,
timestamp: new Date()
timestamp: new Date(),
ttl: ttl || this.cacheConfig.ttl
});
}
}

View File

@@ -1,9 +1,18 @@
// Export all interfaces
export * from './interfaces/stockprice.js';
export * from './interfaces/provider.js';
export * from './interfaces/fundamentals.js';
export * from './interfaces/stockdata.js';
// Export main service
// Export main services
export * from './classes.stockservice.js';
export * from './classes.fundamentalsservice.js';
export * from './classes.stockdataservice.js'; // ✨ New unified service
// Export base service (for advanced use cases)
export * from './classes.baseproviderservice.js';
// Export providers
export * from './providers/provider.yahoo.js';
export * from './providers/provider.marketstack.js';
export * from './providers/provider.secedgar.js';

View File

@@ -0,0 +1,102 @@
/**
* Interfaces for stock fundamental data (financials from SEC filings)
* Separate from stock price data (OHLCV) to maintain clean architecture
*/
// Request types for fundamental data
export interface IFundamentalsCurrentRequest {
type: 'fundamentals-current';
ticker: string;
}
export interface IFundamentalsBatchRequest {
type: 'fundamentals-batch';
tickers: string[];
}
export type IFundamentalsRequest =
| IFundamentalsCurrentRequest
| IFundamentalsBatchRequest;
/**
* Stock fundamental data from SEC filings (10-K, 10-Q)
* Contains financial metrics like EPS, Revenue, Assets, etc.
*/
export interface IStockFundamentals {
ticker: string;
cik: string;
companyName: string;
provider: string;
timestamp: Date;
fetchedAt: Date;
// Per-share metrics
earningsPerShareBasic?: number;
earningsPerShareDiluted?: number;
sharesOutstanding?: number;
weightedAverageSharesOutstanding?: number;
// Income statement (annual USD)
revenue?: number;
netIncome?: number;
operatingIncome?: number;
grossProfit?: number;
costOfRevenue?: number;
// Balance sheet (annual USD)
assets?: number;
liabilities?: number;
stockholdersEquity?: number;
cash?: number;
propertyPlantEquipment?: number;
// Calculated metrics (requires current price)
marketCap?: number; // price × sharesOutstanding
priceToEarnings?: number; // price / EPS
priceToBook?: number; // marketCap / stockholdersEquity
// Metadata
fiscalYear?: string;
fiscalQuarter?: string;
filingDate?: Date;
form?: '10-K' | '10-Q' | string;
}
/**
* Provider interface for fetching fundamental data
* Parallel to IStockProvider but for fundamentals instead of prices
*/
export interface IFundamentalsProvider {
name: string;
priority: number;
fetchData(request: IFundamentalsRequest): Promise<IStockFundamentals | IStockFundamentals[]>;
isAvailable(): Promise<boolean>;
readonly requiresAuth: boolean;
readonly rateLimit?: {
requestsPerMinute: number;
requestsPerDay?: number;
};
}
/**
* Configuration for fundamentals providers
*/
export interface IFundamentalsProviderConfig {
enabled: boolean;
priority?: number;
timeout?: number;
retryAttempts?: number;
retryDelay?: number;
cacheTTL?: number; // Custom cache TTL for this provider
}
/**
* Registry for managing fundamental data providers
*/
export interface IFundamentalsProviderRegistry {
register(provider: IFundamentalsProvider, config?: IFundamentalsProviderConfig): void;
unregister(providerName: string): void;
getProvider(name: string): IFundamentalsProvider | undefined;
getAllProviders(): IFundamentalsProvider[];
getEnabledProviders(): IFundamentalsProvider[];
}

View File

@@ -1,11 +1,10 @@
import type { IStockPrice, IStockQuoteRequest, IStockBatchQuoteRequest } from './stockprice.js';
import type { IStockPrice, IStockDataRequest } from './stockprice.js';
export interface IStockProvider {
name: string;
priority: number;
fetchPrice(request: IStockQuoteRequest): Promise<IStockPrice>;
fetchPrices(request: IStockBatchQuoteRequest): Promise<IStockPrice[]>;
fetchData(request: IStockDataRequest): Promise<IStockPrice | IStockPrice[]>;
isAvailable(): Promise<boolean>;
supportsMarket?(market: string): boolean;

View File

@@ -0,0 +1,65 @@
import type { IStockPrice } from './stockprice.js';
import type { IStockFundamentals } from './fundamentals.js';
/**
* Combined stock data with price and fundamentals
* All calculated metrics (market cap, P/E, P/B) are automatically included
*/
export interface IStockData {
/** Stock ticker symbol */
ticker: string;
/** Price information */
price: IStockPrice;
/** Fundamental data (optional - may not be available for all stocks) */
fundamentals?: IStockFundamentals;
/** When this combined data was fetched */
fetchedAt: Date;
}
/**
* Configuration for StockDataService
*/
export interface IStockDataServiceConfig {
/** Cache configuration */
cache?: {
/** TTL for price data (default: 24 hours) */
priceTTL?: number;
/** TTL for fundamentals data (default: 90 days) */
fundamentalsTTL?: number;
/** Max cache entries (default: 10000) */
maxEntries?: number;
};
/** Provider timeouts */
timeout?: {
/** Timeout for price providers (default: 10000ms) */
price?: number;
/** Timeout for fundamentals providers (default: 30000ms) */
fundamentals?: number;
};
}
/**
* Request type for getting complete stock data
*/
export interface ICompleteStockDataRequest {
ticker: string;
/** Whether to include fundamentals (default: true) */
includeFundamentals?: boolean;
/** Whether to enrich fundamentals with price calculations (default: true) */
enrichFundamentals?: boolean;
}
/**
* Batch request for multiple stocks
*/
export interface ICompleteStockDataBatchRequest {
tickers: string[];
/** Whether to include fundamentals (default: true) */
includeFundamentals?: boolean;
/** Whether to enrich fundamentals with price calculations (default: true) */
enrichFundamentals?: boolean;
}

View File

@@ -1,3 +1,4 @@
// Enhanced stock price interface with additional OHLCV data
export interface IStockPrice {
ticker: string;
price: number;
@@ -10,6 +11,19 @@ export interface IStockPrice {
marketState: 'PRE' | 'REGULAR' | 'POST' | 'CLOSED';
exchange?: string;
exchangeName?: string;
// Phase 1 enhancements
volume?: number; // Trading volume
open?: number; // Opening price
high?: number; // Day high
low?: number; // Day low
adjusted?: boolean; // If price is split/dividend adjusted
dataType: 'eod' | 'intraday' | 'live'; // What kind of data this is
fetchedAt: Date; // When we fetched (vs data timestamp)
// Company identification
companyName?: string; // Company name (e.g., "Apple Inc.")
companyFullName?: string; // Full company name with exchange (e.g., "Apple Inc. (NASDAQ:AAPL)")
}
export interface IStockPriceError {
@@ -19,12 +33,62 @@ export interface IStockPriceError {
timestamp: Date;
}
export interface IStockQuoteRequest {
ticker: string;
includeExtendedHours?: boolean;
// Pagination support for large datasets
export interface IPaginatedResponse<T> {
data: T[];
pagination: {
currentPage: number;
totalPages: number;
totalRecords: number;
hasMore: boolean;
limit: number;
offset: number;
};
}
export interface IStockBatchQuoteRequest {
tickers: string[];
includeExtendedHours?: boolean;
// Phase 1: Discriminated union types for different request types
export type TIntervalType = '1min' | '5min' | '10min' | '15min' | '30min' | '1hour';
export type TSortOrder = 'ASC' | 'DESC';
// Current price request (latest EOD or live)
export interface IStockCurrentRequest {
type: 'current';
ticker: string;
exchange?: string; // MIC code like 'XNAS', 'XNYS', 'XLON'
}
// Historical price request (date range)
export interface IStockHistoricalRequest {
type: 'historical';
ticker: string;
from: Date;
to: Date;
exchange?: string;
sort?: TSortOrder;
limit?: number; // Max results per page (default 1000)
offset?: number; // For pagination
}
// Intraday price request (real-time intervals)
export interface IStockIntradayRequest {
type: 'intraday';
ticker: string;
interval: TIntervalType;
exchange?: string;
limit?: number; // Number of bars to return
date?: Date; // Specific date for historical intraday
}
// Batch current prices request
export interface IStockBatchCurrentRequest {
type: 'batch';
tickers: string[];
exchange?: string;
}
// Union type for all stock data requests
export type IStockDataRequest =
| IStockCurrentRequest
| IStockHistoricalRequest
| IStockIntradayRequest
| IStockBatchCurrentRequest;

View File

@@ -0,0 +1,376 @@
import * as plugins from '../../plugins.js';
import type { IStockProvider, IProviderConfig } from '../interfaces/provider.js';
import type {
IStockPrice,
IStockDataRequest,
IStockCurrentRequest,
IStockHistoricalRequest,
IStockIntradayRequest,
IStockBatchCurrentRequest
} from '../interfaces/stockprice.js';
/**
* Marketstack API v2 Provider - Enhanced
* Documentation: https://docs.apilayer.com/marketstack/docs/marketstack-api-v2-v-2-0-0
*
* Features:
* - End-of-Day (EOD) stock prices with historical data
* - Intraday pricing with multiple intervals (1min, 5min, 15min, 30min, 1hour)
* - Exchange filtering via MIC codes (XNAS, XNYS, XLON, etc.)
* - Supports 500,000+ tickers across 72+ exchanges worldwide
* - OHLCV data (Open, High, Low, Close, Volume)
* - Pagination for large datasets
* - Requires API key authentication
*
* Rate Limits:
* - Free Plan: 100 requests/month (EOD only)
* - Basic Plan: 10,000 requests/month
* - Professional Plan: 100,000 requests/month (intraday access)
*
* Phase 1 Enhancements:
* - Historical data retrieval with date ranges
* - Exchange filtering
* - OHLCV data support
* - Pagination handling
*/
export class MarketstackProvider implements IStockProvider {
public name = 'Marketstack';
public priority = 80; // Lower than Yahoo (100) due to rate limits and EOD-only data
public readonly requiresAuth = true;
public readonly rateLimit = {
requestsPerMinute: undefined, // No per-minute limit specified
requestsPerDay: undefined // Varies by plan
};
private logger = console;
private baseUrl = 'https://api.marketstack.com/v2';
private apiKey: string;
constructor(apiKey: string, private config?: IProviderConfig) {
if (!apiKey) {
throw new Error('API key is required for Marketstack provider');
}
this.apiKey = apiKey;
}
/**
* Unified data fetching method supporting all request types
*/
public async fetchData(request: IStockDataRequest): Promise<IStockPrice[] | IStockPrice> {
switch (request.type) {
case 'current':
return this.fetchCurrentPrice(request);
case 'historical':
return this.fetchHistoricalPrices(request);
case 'intraday':
return this.fetchIntradayPrices(request);
case 'batch':
return this.fetchBatchCurrentPrices(request);
default:
throw new Error(`Unsupported request type: ${(request as any).type}`);
}
}
/**
* Fetch current/latest EOD price for a single ticker (new API)
*/
private async fetchCurrentPrice(request: IStockCurrentRequest): Promise<IStockPrice> {
try {
let url = `${this.baseUrl}/tickers/${request.ticker}/eod/latest?access_key=${this.apiKey}`;
// Add exchange filter if specified
if (request.exchange) {
url += `&exchange=${request.exchange}`;
}
const response = await plugins.smartrequest.SmartRequest.create()
.url(url)
.timeout(this.config?.timeout || 10000)
.get();
const responseData = await response.json() as any;
// Check for API errors
if (responseData.error) {
throw new Error(`Marketstack API error: ${responseData.error.message || JSON.stringify(responseData.error)}`);
}
// For single ticker endpoint, response is direct object (not wrapped in data field)
if (!responseData || !responseData.close) {
throw new Error(`No data found for ticker ${request.ticker}`);
}
return this.mapToStockPrice(responseData, 'eod');
} catch (error) {
this.logger.error(`Failed to fetch current price for ${request.ticker}:`, error);
throw new Error(`Marketstack: Failed to fetch current price for ${request.ticker}: ${error.message}`);
}
}
/**
* Fetch historical EOD prices for a ticker with date range
*/
private async fetchHistoricalPrices(request: IStockHistoricalRequest): Promise<IStockPrice[]> {
try {
const allPrices: IStockPrice[] = [];
let offset = request.offset || 0;
const limit = request.limit || 1000; // Max per page
const maxRecords = 10000; // Safety limit
while (true) {
let url = `${this.baseUrl}/eod?access_key=${this.apiKey}`;
url += `&symbols=${request.ticker}`;
url += `&date_from=${this.formatDate(request.from)}`;
url += `&date_to=${this.formatDate(request.to)}`;
url += `&limit=${limit}`;
url += `&offset=${offset}`;
if (request.exchange) {
url += `&exchange=${request.exchange}`;
}
if (request.sort) {
url += `&sort=${request.sort}`;
}
const response = await plugins.smartrequest.SmartRequest.create()
.url(url)
.timeout(this.config?.timeout || 15000)
.get();
const responseData = await response.json() as any;
// Check for API errors
if (responseData.error) {
throw new Error(`Marketstack API error: ${responseData.error.message || JSON.stringify(responseData.error)}`);
}
if (!responseData?.data || !Array.isArray(responseData.data)) {
throw new Error('Invalid response format from Marketstack API');
}
// Map data to stock prices
for (const data of responseData.data) {
try {
allPrices.push(this.mapToStockPrice(data, 'eod'));
} catch (error) {
this.logger.warn(`Failed to parse historical data for ${data.symbol}:`, error);
}
}
// Check if we have more pages
const pagination = responseData.pagination;
const hasMore = pagination && offset + limit < pagination.total;
// Safety check: don't fetch more than maxRecords
if (!hasMore || allPrices.length >= maxRecords) {
break;
}
offset += limit;
}
return allPrices;
} catch (error) {
this.logger.error(`Failed to fetch historical prices for ${request.ticker}:`, error);
throw new Error(`Marketstack: Failed to fetch historical prices for ${request.ticker}: ${error.message}`);
}
}
/**
* Fetch intraday prices with specified interval (Phase 2 placeholder)
*/
private async fetchIntradayPrices(request: IStockIntradayRequest): Promise<IStockPrice[]> {
throw new Error('Intraday data support coming in Phase 2. For now, use EOD data with type: "current" or "historical"');
}
/**
* Fetch current prices for multiple tickers (new API)
*/
private async fetchBatchCurrentPrices(request: IStockBatchCurrentRequest): Promise<IStockPrice[]> {
try {
const symbols = request.tickers.join(',');
let url = `${this.baseUrl}/eod/latest?access_key=${this.apiKey}&symbols=${symbols}`;
if (request.exchange) {
url += `&exchange=${request.exchange}`;
}
const response = await plugins.smartrequest.SmartRequest.create()
.url(url)
.timeout(this.config?.timeout || 15000)
.get();
const responseData = await response.json() as any;
// Check for API errors
if (responseData.error) {
throw new Error(`Marketstack API error: ${responseData.error.message || JSON.stringify(responseData.error)}`);
}
if (!responseData?.data || !Array.isArray(responseData.data)) {
throw new Error('Invalid response format from Marketstack API');
}
const prices: IStockPrice[] = [];
for (const data of responseData.data) {
try {
prices.push(this.mapToStockPrice(data, 'eod'));
} catch (error) {
this.logger.warn(`Failed to parse data for ${data.symbol}:`, error);
// Continue processing other tickers
}
}
if (prices.length === 0) {
throw new Error('No valid price data received from batch request');
}
return prices;
} catch (error) {
this.logger.error(`Failed to fetch batch current prices:`, error);
throw new Error(`Marketstack: Failed to fetch batch current prices: ${error.message}`);
}
}
/**
* Check if the Marketstack API is available and accessible
*/
public async isAvailable(): Promise<boolean> {
try {
// Test with a well-known ticker
const url = `${this.baseUrl}/tickers/AAPL/eod/latest?access_key=${this.apiKey}`;
const response = await plugins.smartrequest.SmartRequest.create()
.url(url)
.timeout(5000)
.get();
const responseData = await response.json() as any;
// Check if we got valid data (not an error)
// Single ticker endpoint returns direct object, not wrapped in data field
return !responseData.error && responseData.close !== undefined;
} catch (error) {
this.logger.warn('Marketstack provider is not available:', error);
return false;
}
}
/**
* Check if a market is supported
* Marketstack supports 72+ exchanges worldwide
*/
public supportsMarket(market: string): boolean {
// Marketstack has broad international coverage including:
// US, UK, DE, FR, JP, CN, HK, AU, CA, IN, etc.
const supportedMarkets = [
'US', 'UK', 'GB', 'DE', 'FR', 'JP', 'CN', 'HK', 'AU', 'CA',
'IN', 'BR', 'MX', 'IT', 'ES', 'NL', 'SE', 'CH', 'NO', 'DK'
];
return supportedMarkets.includes(market.toUpperCase());
}
/**
* Check if a ticker format is supported
*/
public supportsTicker(ticker: string): boolean {
// Basic validation - Marketstack supports most standard ticker formats
return /^[A-Z0-9\.\-]{1,10}$/.test(ticker.toUpperCase());
}
/**
* Map Marketstack API response to IStockPrice interface
*/
private mapToStockPrice(data: any, dataType: 'eod' | 'intraday' | 'live' = 'eod'): IStockPrice {
if (!data.close) {
throw new Error('Missing required price data');
}
// Calculate change and change percent
// EOD data: previous close is typically open price of the same day
// For better accuracy, we'd need previous day's close, but that requires another API call
const currentPrice = data.close;
const previousClose = data.open || currentPrice;
const change = currentPrice - previousClose;
const changePercent = previousClose !== 0 ? (change / previousClose) * 100 : 0;
// Parse timestamp
const timestamp = data.date ? new Date(data.date) : new Date();
const fetchedAt = new Date();
const stockPrice: IStockPrice = {
ticker: data.symbol.toUpperCase(),
price: currentPrice,
currency: data.price_currency || 'USD',
change: change,
changePercent: changePercent,
previousClose: previousClose,
timestamp: timestamp,
provider: this.name,
marketState: 'CLOSED', // EOD data is always for closed markets
exchange: data.exchange,
exchangeName: data.exchange_code || data.name,
// Phase 1 enhancements: OHLCV data
volume: data.volume,
open: data.open,
high: data.high,
low: data.low,
adjusted: data.adj_close !== undefined, // If adj_close exists, price is adjusted
dataType: dataType,
fetchedAt: fetchedAt,
// Company identification
companyName: data.company_name || data.name || undefined,
companyFullName: this.buildCompanyFullName(data)
};
return stockPrice;
}
/**
* Build full company name with exchange and ticker information
* Example: "Apple Inc (NASDAQ:AAPL)"
*/
private buildCompanyFullName(data: any): string | undefined {
// Check if API already provides full name
if (data.full_name || data.long_name) {
return data.full_name || data.long_name;
}
// Build from available data
const companyName = data.company_name || data.name;
const exchangeCode = data.exchange_code; // e.g., "NASDAQ"
const symbol = data.symbol; // e.g., "AAPL"
if (!companyName) {
return undefined;
}
// If we have exchange and symbol, build full name: "Apple Inc (NASDAQ:AAPL)"
if (exchangeCode && symbol) {
return `${companyName} (${exchangeCode}:${symbol})`;
}
// If we only have symbol: "Apple Inc (AAPL)"
if (symbol) {
return `${companyName} (${symbol})`;
}
// Otherwise just return company name
return companyName;
}
/**
* Format date to YYYY-MM-DD for API requests
*/
private formatDate(date: Date): string {
const year = date.getFullYear();
const month = String(date.getMonth() + 1).padStart(2, '0');
const day = String(date.getDate()).padStart(2, '0');
return `${year}-${month}-${day}`;
}
}

View File

@@ -0,0 +1,467 @@
import * as plugins from '../../plugins.js';
import type {
IFundamentalsProvider,
IStockFundamentals,
IFundamentalsRequest,
IFundamentalsCurrentRequest,
IFundamentalsBatchRequest
} from '../interfaces/fundamentals.js';
/**
* Configuration for SEC EDGAR provider
*/
export interface ISecEdgarConfig {
userAgent: string; // Required: Format "Company Name Email" (e.g., "fin.cx info@fin.cx")
cikCacheTTL?: number; // Default: 30 days (CIK codes rarely change)
fundamentalsCacheTTL?: number; // Default: 90 days (quarterly filings)
timeout?: number; // Request timeout in ms
}
/**
* Rate limiter for SEC EDGAR API
* SEC requires: 10 requests per second maximum
*/
class RateLimiter {
private requestTimes: number[] = [];
private readonly maxRequestsPerSecond = 10;
public async waitForSlot(): Promise<void> {
const now = Date.now();
const oneSecondAgo = now - 1000;
// Remove requests older than 1 second
this.requestTimes = this.requestTimes.filter(time => time > oneSecondAgo);
// If we've hit the limit, wait
if (this.requestTimes.length >= this.maxRequestsPerSecond) {
const oldestRequest = this.requestTimes[0];
const waitTime = 1000 - (now - oldestRequest) + 10; // +10ms buffer
await plugins.smartdelay.delayFor(waitTime);
return this.waitForSlot(); // Recursively check again
}
// Record this request
this.requestTimes.push(now);
}
}
/**
* SEC EDGAR Fundamental Data Provider
*
* Features:
* - Free public access (no API key required)
* - All US public companies
* - Financial data from 10-K/10-Q filings
* - US GAAP standardized metrics
* - Historical data back to ~2009
* - < 1 minute filing delay
*
* Documentation: https://www.sec.gov/edgar/sec-api-documentation
*
* Rate Limits:
* - 10 requests per second (enforced by SEC)
* - Requires User-Agent header in format: "Company Name Email"
*
* Data Sources:
* - Company Facts API: /api/xbrl/companyfacts/CIK##########.json
* - Ticker Lookup: /files/company_tickers.json
*/
export class SecEdgarProvider implements IFundamentalsProvider {
public name = 'SEC EDGAR';
public priority = 100; // High priority - free, authoritative, comprehensive
public readonly requiresAuth = false; // No API key needed!
public readonly rateLimit = {
requestsPerMinute: 600, // 10 requests/second = 600/minute
requestsPerDay: undefined // No daily limit
};
private logger = console;
private baseUrl = 'https://data.sec.gov/api/xbrl';
private tickersUrl = 'https://www.sec.gov/files/company_tickers.json';
private userAgent: string;
private config: Required<ISecEdgarConfig>;
// Caching
private cikCache = new Map<string, { cik: string; timestamp: Date }>();
private tickerListCache: { data: any; timestamp: Date } | null = null;
// Rate limiting
private rateLimiter = new RateLimiter();
constructor(config: ISecEdgarConfig) {
// Validate User-Agent
if (!config.userAgent) {
throw new Error('User-Agent is required for SEC EDGAR provider (format: "Company Name Email")');
}
// Validate User-Agent format (must contain space and @ symbol)
if (!config.userAgent.includes(' ') || !config.userAgent.includes('@')) {
throw new Error(
'Invalid User-Agent format. Required: "Company Name Email" (e.g., "fin.cx info@fin.cx")'
);
}
this.userAgent = config.userAgent;
this.config = {
userAgent: config.userAgent,
cikCacheTTL: config.cikCacheTTL || 30 * 24 * 60 * 60 * 1000, // 30 days
fundamentalsCacheTTL: config.fundamentalsCacheTTL || 90 * 24 * 60 * 60 * 1000, // 90 days
timeout: config.timeout || 30000
};
}
/**
* Unified data fetching method
*/
public async fetchData(
request: IFundamentalsRequest
): Promise<IStockFundamentals | IStockFundamentals[]> {
switch (request.type) {
case 'fundamentals-current':
return this.fetchFundamentals(request);
case 'fundamentals-batch':
return this.fetchBatchFundamentals(request);
default:
throw new Error(`Unsupported request type: ${(request as any).type}`);
}
}
/**
* Fetch fundamental data for a single ticker
*/
private async fetchFundamentals(request: IFundamentalsCurrentRequest): Promise<IStockFundamentals> {
try {
// 1. Get CIK for ticker (with caching)
const cik = await this.getCIK(request.ticker);
// 2. Fetch company facts from SEC (with rate limiting)
const companyFacts = await this.fetchCompanyFacts(cik);
// 3. Parse facts into structured fundamental data
return this.parseCompanyFacts(request.ticker, cik, companyFacts);
} catch (error) {
this.logger.error(`Failed to fetch fundamentals for ${request.ticker}:`, error);
throw new Error(`SEC EDGAR: Failed to fetch fundamentals for ${request.ticker}: ${error.message}`);
}
}
/**
* Fetch fundamental data for multiple tickers
*/
private async fetchBatchFundamentals(
request: IFundamentalsBatchRequest
): Promise<IStockFundamentals[]> {
const results: IStockFundamentals[] = [];
const errors: string[] = [];
for (const ticker of request.tickers) {
try {
const fundamentals = await this.fetchFundamentals({
type: 'fundamentals-current',
ticker
});
results.push(fundamentals);
} catch (error) {
this.logger.warn(`Failed to fetch fundamentals for ${ticker}:`, error);
errors.push(`${ticker}: ${error.message}`);
// Continue with other tickers
}
}
if (results.length === 0) {
throw new Error(`Failed to fetch fundamentals for all tickers. Errors: ${errors.join(', ')}`);
}
return results;
}
/**
* Get CIK (Central Index Key) for a ticker symbol
* Uses SEC's public ticker-to-CIK mapping file
*/
private async getCIK(ticker: string): Promise<string> {
const tickerUpper = ticker.toUpperCase();
// Check cache first
const cached = this.cikCache.get(tickerUpper);
if (cached) {
const age = Date.now() - cached.timestamp.getTime();
if (age < this.config.cikCacheTTL) {
return cached.cik;
}
// Cache expired, remove it
this.cikCache.delete(tickerUpper);
}
// Fetch ticker list (with caching at list level)
const tickers = await this.fetchTickerList();
// Find ticker in list (case-insensitive)
const entry = Object.values(tickers).find((t: any) => t.ticker === tickerUpper);
if (!entry) {
throw new Error(`CIK not found for ticker ${ticker}`);
}
const cik = String((entry as any).cik_str);
// Cache the result
this.cikCache.set(tickerUpper, {
cik,
timestamp: new Date()
});
return cik;
}
/**
* Fetch the SEC ticker-to-CIK mapping list
* Cached for 24 hours (list updates daily)
* Uses native fetch for automatic gzip decompression
*/
private async fetchTickerList(): Promise<any> {
// Check cache
if (this.tickerListCache) {
const age = Date.now() - this.tickerListCache.timestamp.getTime();
if (age < 24 * 60 * 60 * 1000) { // 24 hours
return this.tickerListCache.data;
}
}
// Wait for rate limit slot
await this.rateLimiter.waitForSlot();
// Fetch from SEC using native fetch (handles gzip automatically)
const controller = new AbortController();
const timeoutId = setTimeout(() => controller.abort(), this.config.timeout);
try {
const response = await fetch(this.tickersUrl, {
headers: {
'User-Agent': this.userAgent,
'Accept': 'application/json'
// Note: Accept-Encoding is set automatically by fetch
},
signal: controller.signal
});
clearTimeout(timeoutId);
if (!response.ok) {
throw new Error(`HTTP ${response.status}: ${response.statusText}`);
}
const data = await response.json();
// Cache the list
this.tickerListCache = {
data,
timestamp: new Date()
};
return data;
} catch (error) {
clearTimeout(timeoutId);
throw error;
}
}
/**
* Fetch company facts from SEC EDGAR
* Uses native fetch for automatic gzip decompression
*/
private async fetchCompanyFacts(cik: string): Promise<any> {
// Pad CIK to 10 digits
const paddedCIK = cik.padStart(10, '0');
const url = `${this.baseUrl}/companyfacts/CIK${paddedCIK}.json`;
// Wait for rate limit slot
await this.rateLimiter.waitForSlot();
// Fetch from SEC using native fetch (handles gzip automatically)
const controller = new AbortController();
const timeoutId = setTimeout(() => controller.abort(), this.config.timeout);
try {
const response = await fetch(url, {
headers: {
'User-Agent': this.userAgent,
'Accept': 'application/json',
'Host': 'data.sec.gov'
// Note: Accept-Encoding is set automatically by fetch and gzip is handled transparently
},
signal: controller.signal
});
clearTimeout(timeoutId);
if (!response.ok) {
throw new Error(`HTTP ${response.status}: ${response.statusText}`);
}
const data = await response.json();
// Validate response
if (!data || !data.facts) {
throw new Error('Invalid response from SEC EDGAR API');
}
return data;
} catch (error) {
clearTimeout(timeoutId);
throw error;
}
}
/**
* Parse SEC company facts into structured fundamental data
*/
private parseCompanyFacts(ticker: string, cik: string, data: any): IStockFundamentals {
const usGaap = data.facts?.['us-gaap'];
if (!usGaap) {
throw new Error('No US GAAP data available');
}
// Extract latest values for key metrics
const fundamentals: IStockFundamentals = {
ticker: ticker.toUpperCase(),
cik: cik,
companyName: data.entityName,
provider: this.name,
timestamp: new Date(),
fetchedAt: new Date(),
// Per-share metrics
earningsPerShareBasic: this.getLatestValue(usGaap, 'EarningsPerShareBasic'),
earningsPerShareDiluted: this.getLatestValue(usGaap, 'EarningsPerShareDiluted'),
sharesOutstanding: this.getLatestValue(usGaap, 'CommonStockSharesOutstanding'),
weightedAverageSharesOutstanding: this.getLatestValue(
usGaap,
'WeightedAverageNumberOfSharesOutstandingBasic'
),
// Income statement
revenue: this.getLatestValue(usGaap, 'Revenues') ||
this.getLatestValue(usGaap, 'RevenueFromContractWithCustomerExcludingAssessedTax'),
netIncome: this.getLatestValue(usGaap, 'NetIncomeLoss'),
operatingIncome: this.getLatestValue(usGaap, 'OperatingIncomeLoss'),
grossProfit: this.getLatestValue(usGaap, 'GrossProfit'),
costOfRevenue: this.getLatestValue(usGaap, 'CostOfRevenue'),
// Balance sheet
assets: this.getLatestValue(usGaap, 'Assets'),
liabilities: this.getLatestValue(usGaap, 'Liabilities'),
stockholdersEquity: this.getLatestValue(usGaap, 'StockholdersEquity'),
cash: this.getLatestValue(usGaap, 'CashAndCashEquivalentsAtCarryingValue'),
propertyPlantEquipment: this.getLatestValue(usGaap, 'PropertyPlantAndEquipmentNet'),
// Metadata (from latest available data point)
fiscalYear: this.getLatestMetadata(usGaap, 'EarningsPerShareDiluted')?.fy,
fiscalQuarter: this.getLatestMetadata(usGaap, 'EarningsPerShareDiluted')?.fp,
filingDate: this.getLatestMetadata(usGaap, 'EarningsPerShareDiluted')?.filed
? new Date(this.getLatestMetadata(usGaap, 'EarningsPerShareDiluted')!.filed)
: undefined,
form: this.getLatestMetadata(usGaap, 'EarningsPerShareDiluted')?.form
};
return fundamentals;
}
/**
* Get the latest value for a US GAAP metric
*/
private getLatestValue(usGaap: any, metricName: string): number | undefined {
const metric = usGaap[metricName];
if (!metric?.units) {
return undefined;
}
// Get the first unit type (USD, shares, etc.)
const unitType = Object.keys(metric.units)[0];
const values = metric.units[unitType];
if (!values || !Array.isArray(values) || values.length === 0) {
return undefined;
}
// Get the latest value (last in array)
const latest = values[values.length - 1];
return latest?.val;
}
/**
* Get metadata from the latest data point
*/
private getLatestMetadata(usGaap: any, metricName: string): any | undefined {
const metric = usGaap[metricName];
if (!metric?.units) {
return undefined;
}
const unitType = Object.keys(metric.units)[0];
const values = metric.units[unitType];
if (!values || !Array.isArray(values) || values.length === 0) {
return undefined;
}
return values[values.length - 1];
}
/**
* Check if SEC EDGAR API is available
* Uses native fetch for automatic gzip decompression
*/
public async isAvailable(): Promise<boolean> {
try {
// Test with Apple's well-known CIK
const url = `${this.baseUrl}/companyfacts/CIK0000320193.json`;
const controller = new AbortController();
const timeoutId = setTimeout(() => controller.abort(), 5000);
const response = await fetch(url, {
headers: {
'User-Agent': this.userAgent,
'Accept': 'application/json'
},
signal: controller.signal
});
clearTimeout(timeoutId);
if (!response.ok) {
return false;
}
const data = await response.json();
return data && data.facts !== undefined;
} catch (error) {
this.logger.warn('SEC EDGAR provider is not available:', error);
return false;
}
}
/**
* Get cache statistics
*/
public getCacheStats(): {
cikCacheSize: number;
hasTickerList: boolean;
} {
return {
cikCacheSize: this.cikCache.size,
hasTickerList: this.tickerListCache !== null
};
}
/**
* Clear all caches
*/
public clearCache(): void {
this.cikCache.clear();
this.tickerListCache = null;
this.logger.log('SEC EDGAR cache cleared');
}
}

View File

@@ -1,6 +1,11 @@
import * as plugins from '../../plugins.js';
import type { IStockProvider, IProviderConfig } from '../interfaces/provider.js';
import type { IStockPrice, IStockQuoteRequest, IStockBatchQuoteRequest } from '../interfaces/stockprice.js';
import type {
IStockPrice,
IStockDataRequest,
IStockCurrentRequest,
IStockBatchCurrentRequest
} from '../interfaces/stockprice.js';
export class YahooFinanceProvider implements IStockProvider {
public name = 'Yahoo Finance';
@@ -17,17 +22,39 @@ export class YahooFinanceProvider implements IStockProvider {
constructor(private config?: IProviderConfig) {}
public async fetchPrice(request: IStockQuoteRequest): Promise<IStockPrice> {
/**
* Unified data fetching method
*/
public async fetchData(request: IStockDataRequest): Promise<IStockPrice | IStockPrice[]> {
switch (request.type) {
case 'current':
return this.fetchCurrentPrice(request);
case 'batch':
return this.fetchBatchCurrentPrices(request);
case 'historical':
throw new Error('Yahoo Finance provider does not support historical data. Use Marketstack provider instead.');
case 'intraday':
throw new Error('Yahoo Finance provider does not support intraday data yet. Use Marketstack provider instead.');
default:
throw new Error(`Unsupported request type: ${(request as any).type}`);
}
}
/**
* Fetch current price for a single ticker
*/
private async fetchCurrentPrice(request: IStockCurrentRequest): Promise<IStockPrice> {
try {
const url = `${this.baseUrl}/v8/finance/chart/${request.ticker}`;
const response = await plugins.smartrequest.getJson(url, {
headers: {
const response = await plugins.smartrequest.SmartRequest.create()
.url(url)
.headers({
'User-Agent': this.userAgent
},
timeout: this.config?.timeout || 10000
});
})
.timeout(this.config?.timeout || 10000)
.get();
const responseData = response.body as any;
const responseData = await response.json() as any;
if (!responseData?.chart?.result?.[0]) {
throw new Error(`No data found for ticker ${request.ticker}`);
@@ -51,7 +78,9 @@ export class YahooFinanceProvider implements IStockProvider {
provider: this.name,
marketState: this.determineMarketState(meta),
exchange: meta.exchange,
exchangeName: meta.exchangeName
exchangeName: meta.exchangeName,
dataType: 'live', // Yahoo provides real-time/near real-time data
fetchedAt: new Date()
};
return stockPrice;
@@ -61,19 +90,23 @@ export class YahooFinanceProvider implements IStockProvider {
}
}
public async fetchPrices(request: IStockBatchQuoteRequest): Promise<IStockPrice[]> {
/**
* Fetch batch current prices
*/
private async fetchBatchCurrentPrices(request: IStockBatchCurrentRequest): Promise<IStockPrice[]> {
try {
const symbols = request.tickers.join(',');
const url = `${this.baseUrl}/v8/finance/spark?symbols=${symbols}&range=1d&interval=5m`;
const response = await plugins.smartrequest.getJson(url, {
headers: {
const response = await plugins.smartrequest.SmartRequest.create()
.url(url)
.headers({
'User-Agent': this.userAgent
},
timeout: this.config?.timeout || 15000
});
})
.timeout(this.config?.timeout || 15000)
.get();
const responseData = response.body as any;
const responseData = await response.json() as any;
const prices: IStockPrice[] = [];
for (const [ticker, data] of Object.entries(responseData)) {
@@ -99,7 +132,9 @@ export class YahooFinanceProvider implements IStockProvider {
provider: this.name,
marketState: sparkData.marketState || 'REGULAR',
exchange: sparkData.exchange,
exchangeName: sparkData.exchangeName
exchangeName: sparkData.exchangeName,
dataType: 'live', // Yahoo provides real-time/near real-time data
fetchedAt: new Date()
});
}
@@ -117,7 +152,7 @@ export class YahooFinanceProvider implements IStockProvider {
public async isAvailable(): Promise<boolean> {
try {
// Test with a well-known ticker
await this.fetchPrice({ ticker: 'AAPL' });
await this.fetchData({ type: 'current', ticker: 'AAPL' });
return true;
} catch (error) {
console.warn('Yahoo Finance provider is not available:', error);