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bulk statements #18

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9fa4bf0
use csv for bulk balance sheet and cash flow
mariusgrigoriu Apr 13, 2024
ff0225a
BalanceSheetStatement matches all fields returned by api
mariusgrigoriu Apr 25, 2024
4f1f9d3
InterestIncome matches what is returned by api
mariusgrigoriu Apr 25, 2024
c47ffe0
CashFlowStatement matches what is returned by api
mariusgrigoriu Apr 25, 2024
2edacbc
CalendarYear as int
mariusgrigoriu Apr 26, 2024
d3199e0
calendarYear is encoded as string for v3 json endpoints
mariusgrigoriu May 19, 2024
d458c54
fix csv fields for NetCashProvidedByOperatingActivities and SellingGe…
mariusgrigoriu May 23, 2024
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4 changes: 2 additions & 2 deletions company_valuation.go
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Original file line number Diff line number Diff line change
Expand Up @@ -1309,7 +1309,7 @@ func (c *CompanyValuation) BulkBalanceSheetStatement(year int, period string) (s
return nil, err
}

err = jsoniter.Unmarshal(data.Body(), &sList)
err = gocsv.UnmarshalBytes(data.Body(), &sList)
if err != nil {
return nil, err
}
Expand All @@ -1329,7 +1329,7 @@ func (c *CompanyValuation) BulkCashFlowStatement(year int, period string) (sList
return nil, err
}

err = jsoniter.Unmarshal(data.Body(), &sList)
err = gocsv.UnmarshalBytes(data.Body(), &sList)
if err != nil {
return nil, err
}
Expand Down
23 changes: 16 additions & 7 deletions objects/company_valuation.go
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Original file line number Diff line number Diff line change
Expand Up @@ -459,11 +459,11 @@ type ETFCountryWeighting struct {
type IncomeStatement struct {
Date string `json:"date" csv:"date"`
Symbol string `json:"symbol" csv:"symbol"`
FillingDate string `json:"fillingDate" csv:"fillingDate"`
Cik string `json:"cik" csv:"cik"`
CalendarYear string `json:"calendarYear" csv:"calendarYear"`
ReportedCurrency string `json:"reportedCurrency" csv:"reportedCurrency"`
Cik string `json:"cik" csv:"cik"`
FillingDate string `json:"fillingDate" csv:"fillingDate"`
AcceptedDate string `json:"acceptedDate" csv:"acceptedDate"`
CalendarYear int `json:"calendarYear,string" csv:"calendarYear"`
Period string `json:"period" csv:"period"`
Revenue float64 `json:"revenue" csv:"revenue"`
CostOfRevenue float64 `json:"costOfRevenue" csv:"costOfRevenue"`
Expand All @@ -472,7 +472,7 @@ type IncomeStatement struct {
ResearchAndDevelopmentExpenses float64 `json:"researchAndDevelopmentExpenses" csv:"ResearchAndDevelopmentExpenses"`
GeneralAndAdministrativeExpenses float64 `json:"generalAndAdministrativeExpenses" csv:"GeneralAndAdministrativeExpenses"`
SellingAndMarketingExpenses float64 `json:"sellingAndMarketingExpenses" csv:"SellingAndMarketingExpenses"`
SellingGeneralAndAdministrativeExpenses float64 `json:"sellingGeneralAndAdministrativeExpenses" csv:"sellingGeneralAndAdministrativeExpenses"`
SellingGeneralAndAdministrativeExpenses float64 `json:"sellingGeneralAndAdministrativeExpenses" csv:"SellingGeneralAndAdministrativeExpenses"`
OtherExpenses float64 `json:"otherExpenses" csv:"otherExpenses"`
OperatingExpenses float64 `json:"operatingExpenses" csv:"operatingExpenses"`
CostAndExpenses float64 `json:"costAndExpenses" csv:"costAndExpenses"`
Expand All @@ -494,6 +494,7 @@ type IncomeStatement struct {
WeightedAverageShsOutDil float64 `json:"weightedAverageShsOutDil" csv:"weightedAverageShsOutDil"`
Link string `json:"link" csv:"link"`
FinalLink string `json:"finalLink" csv:"finalLink"`
InterestIncome float64 `json:"interestIncome" csv:"interestIncome"`
}

// IncomeStatementGrowth ...
Expand Down Expand Up @@ -532,11 +533,13 @@ type IncomeStatementGrowth struct {

// BalanceSheetStatement ...
type BalanceSheetStatement struct {
Date string `json:"date" csv:"date"`
Symbol string `json:"symbol" csv:"symbol"`
Date string `json:"date" csv:"date"`
ReportedCurrency string `json:"reportedCurrency" csv:"reportedCurrency"`
Cik string `json:"cik" csv:"cik"`
FillingDate string `json:"fillingDate" csv:"fillingDate"`
AcceptedDate string `json:"acceptedDate" csv:"acceptedDate"`
CalendarYear int `json:"calendarYear,string" csv:"calendarYear"`
Period string `json:"period" csv:"period"`
CashAndCashEquivalents float64 `json:"cashAndCashEquivalents" csv:"cashAndCashEquivalents"`
ShortTermInvestments float64 `json:"shortTermInvestments" csv:"shortTermInvestments"`
Expand Down Expand Up @@ -568,6 +571,7 @@ type BalanceSheetStatement struct {
TotalNonCurrentLiabilities float64 `json:"totalNonCurrentLiabilities" csv:"totalNonCurrentLiabilities"`
OtherLiabilities float64 `json:"otherLiabilities" csv:"otherLiabilities"`
TotalLiabilities float64 `json:"totalLiabilities" csv:"totalLiabilities"`
PreferredStock float64 `json:"preferredStock" csv:"preferredStock"`
CommonStock float64 `json:"commonStock" csv:"commonStock"`
RetainedEarnings float64 `json:"retainedEarnings" csv:"retainedEarnings"`
AccumulatedOtherComprehensiveIncomeLoss float64 `json:"accumulatedOtherComprehensiveIncomeLoss" csv:"accumulatedOtherComprehensiveIncomeLoss"`
Expand All @@ -579,6 +583,9 @@ type BalanceSheetStatement struct {
NetDebt float64 `json:"netDebt" csv:"netDebt"`
Link string `json:"link" csv:"link"`
FinalLink string `json:"finalLink" csv:"finalLink"`
MinorityInterest float64 `json:"minorityInterest" csv:"minorityInterest"`
CapitalLeaseObligations float64 `json:"capitalLeaseObligations" csv:"capitalLeaseObligations"`
TotalEquity float64 `json:"totalEquity" csv:"totalEquity"`
}

// BalanceSheetStatementGrowth ...
Expand Down Expand Up @@ -632,10 +639,12 @@ type BalanceSheetStatementGrowth struct {
type CashFlowStatement struct {
Date string `json:"date" csv:"date"`
Symbol string `json:"symbol" csv:"symbol"`
ReportedCurrency string `json:"reportedCurrency" csv:"reportedCurrency"`
Cik string `json:"cik" csv:"cik"`
FillingDate string `json:"fillingDate" csv:"fillingDate"`
AcceptedDate string `json:"acceptedDate" csv:"acceptedDate"`
CalendarYear int `json:"calendarYear,string" csv:"calendarYear"`
Period string `json:"period" csv:"period"`
ReportedCurrency string `json:"reportedCurrency" csv:"reportedCurrency"`
NetIncome float64 `json:"netIncome" csv:"netIncome"`
DepreciationAndAmortization float64 `json:"depreciationAndAmortization" csv:"depreciationAndAmortization"`
DeferredIncomeTax float64 `json:"deferredIncomeTax" csv:"deferredIncomeTax"`
Expand All @@ -646,7 +655,7 @@ type CashFlowStatement struct {
AccountsPayables float64 `json:"accountsPayables" csv:"accountsPayables"`
OtherWorkingCapital float64 `json:"otherWorkingCapital" csv:"otherWorkingCapital"`
OtherNonCashItems float64 `json:"otherNonCashItems" csv:"otherNonCashItems"`
NetCashProvidedByOperatingActivities float64 `json:"netCashProvidedByOperatingActivities" csv:"netCashProvidedByOperatingActivities"`
NetCashProvidedByOperatingActivities float64 `json:"netCashProvidedByOperatingActivities" csv:"netCashProvidedByOperatingActivites"`
InvestmentsInPropertyPlantAndEquipment float64 `json:"investmentsInPropertyPlantAndEquipment" csv:"investmentsInPropertyPlantAndEquipment"`
AcquisitionsNet float64 `json:"acquisitionsNet" csv:"acquisitionsNet"`
PurchasesOfInvestments float64 `json:"purchasesOfInvestments" csv:"purchasesOfInvestments"`
Expand Down