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[BugFix] Intrinio Balance Sheet Period (#6343)
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* fix period

* remove validator because pytest doesn't know what to do
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deeleeramone authored Apr 25, 2024
1 parent baee6d8 commit 7f90d74
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Showing 2 changed files with 68 additions and 76 deletions.
Original file line number Diff line number Diff line change
Expand Up @@ -28,13 +28,6 @@ class IntrinioBalanceSheetQueryParams(BalanceSheetQueryParams):
description="The specific fiscal year. Reports do not go beyond 2008.",
)

@field_validator("period", mode="after", check_fields=False)
@classmethod
def validate_period(cls, v):
"""Validate period."""
v = "FY" if v == "annual" else "QTR"
return v

@field_validator("symbol", mode="after", check_fields=False)
@classmethod
def handle_symbol(cls, v) -> str:
Expand Down Expand Up @@ -428,9 +421,9 @@ async def aextract_data(
"""Return the raw data from the Intrinio endpoint."""
api_key = credentials.get("intrinio_api_key") if credentials else ""
statement_code = "balance_sheet_statement"
period = "FY" if query.period == "annual" else "QTR"
fundamentals_data: Dict = {}
base_url = "https://api-v2.intrinio.com"
period = "FY" if query.period == "annual" else "QTR"
fundamentals_url = (
f"{base_url}/companies/{query.symbol}/fundamentals?"
f"statement_code={statement_code}&type={period}"
Expand All @@ -444,7 +437,6 @@ async def aextract_data(
fundamentals_data = (await get_data_one(fundamentals_url, **kwargs)).get(
"fundamentals", []
)

fiscal_periods = [
f"{item['fiscal_year']}-{item['fiscal_period']}"
for item in fundamentals_data
Expand All @@ -462,8 +454,8 @@ async def callback(response: ClientResponse, _: Any) -> Dict:
}

urls = [
f"{base_url}/fundamentals/{query.symbol}-{statement_code}-{period}/standardized_financials?api_key={api_key}"
for period in fiscal_periods
f"{base_url}/fundamentals/{query.symbol}-{statement_code}-{p}/standardized_financials?api_key={api_key}"
for p in fiscal_periods
]

return await amake_requests(urls, callback, **kwargs)
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -13,7 +13,7 @@ interactions:
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Expand All @@ -35,7 +35,7 @@ interactions:
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Expand Down Expand Up @@ -90,7 +90,62 @@ interactions:
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Expand All @@ -112,7 +167,7 @@ interactions:
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Expand Down Expand Up @@ -145,7 +200,7 @@ interactions:
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