# Copyright 2008, 2009, 2010 Kevin Ryde # This file is part of Chart. # # Chart is free software; you can redistribute it and/or modify it under the # terms of the GNU General Public License as published by the Free Software # Foundation; either version 3, or (at your option) any later version. # # Chart is distributed in the hope that it will be useful, but WITHOUT ANY # WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS # FOR A PARTICULAR PURPOSE. See the GNU General Public License for more # details. # # You should have received a copy of the GNU General Public License along # with Chart. If not, see . package App::Chart::Suffix::FQ; use 5.010; use strict; use warnings; use Carp; use List::Util qw(min max); use List::MoreUtils; use Locale::TextDomain 'App-Chart'; use App::Chart::Download; use App::Chart::LatestHandler; use App::Chart::Sympred; use App::Chart::Weblink; use constant DEBUG => 0; my $pred = App::Chart::Sympred::Suffix->new ('.FQ'); #----------------------------------------------------------------------------- # specifics { my $tsp_pred = App::Chart::Sympred::Suffix->new ('.tsp.FQ'); App::Chart::TZ->newyork->setup_for_symbol ($tsp_pred); # only home page, per their "Linkage to the TSP Web Site" App::Chart::Weblink->new (pred => $tsp_pred, name => __('_TSP Home Page'), desc => __('Open web browser at the US Government Thrift Savings Plan'), proc => sub { eval { require Finance::Quote::TSP } && $Finance::Quote::TSP::TSP_MAIN_URL; }); } { my $usfed_pred = App::Chart::Sympred::Suffix->new ('.usfedbonds.FQ'); App::Chart::Weblink->new (pred => $usfed_pred, name => __('_Fed Bonds Home Page'), desc => __('Open web browser at the US Treasury Federal Bonds site'), # $TREASURY_MAINURL is private url => 'http://www.publicdebt.treas.gov/'); } #----------------------------------------------------------------------------- App::Chart::LatestHandler->new (pred => $pred, proc => \&latest_download); my $FQ_re = qr/\.([^.]+)\.FQ$/p; sub fq_symbol_method { my ($symbol) = @_; $symbol =~ $FQ_re or croak "Not an FQ symbol '$symbol'"; return $1; } sub fq_symbol_sans_suffix { my ($symbol) = @_; $symbol =~ $FQ_re or croak "Not an FQ symbol '$symbol'"; return ${^PREMATCH}; } sub latest_download { my ($symbol_list) = @_; # split by method, preserving order among methods # ENHANCE-ME: could preserve order for "separate request" sources, just # join up the multiple request ones require Tie::IxHash; my %sm; tie %sm, 'Tie::IxHash'; foreach my $symbol (@$symbol_list) { $symbol =~ $FQ_re or croak "Not an FQ symbol: $symbol"; $symbol = ${^PREMATCH}; my $method = $1; push @{$sm{$method}}, $symbol; } foreach my $method (keys %sm) { my $symbol_list = $sm{$method}; if (DEBUG) { require Data::Dumper; print "method $method ", Data::Dumper->Dumper([$symbol_list],['symbol_list']); } App::Chart::Download::status (__x('Finance::Quote {method} {symbol_range}', method => $method, symbol_range => App::Chart::Download::symbol_range_string ($symbol_list))); my $q = quoter_for_method ($method); my $quotes = $q->fetch ($method, @$symbol_list); my $h = quotes_to_group (".$method.FQ", $symbol_list, $quotes); App::Chart::Download::write_latest_group ($h); } } # Return a Finance::Quote->new object, hopefully able to fetch $method. # # If FQ_LOAD_QUOTELET and/or the defaults don't offer $method then it's # attempted with method_to_modules() below added. # # It'd be possible to try method_to_modules() first, and that would normally # load much less code than the defaults, but it might also miss something in # the defaults, or grab something no wanted, so start with the defaults and # only then search further. # sub quoter_for_method { my ($method) = @_; require Finance::Quote; my $q = Finance::Quote->new; if (! List::Util::first {$_ eq $method} $q->sources) { my @modules = method_to_modules ($method); if (DEBUG) { require Data::Dumper; print "FQ attempt method='$method' in ", Data::Dumper->new([\@modules],['modules'])->Dump; } if (@modules) { ## no critic (RequireCheckingReturnValueOfEval) eval { Finance::Quote->new (@modules) }; $q = Finance::Quote->new; } } return $q; } # Return a list of modules which seem likely candidates for $method. # # The return is ready to pass to Finance::Quote->new, so it doesn't have a # "Finance::Quote::" prefix, so for instance $method "tsp" might give just # "TSP". # # This is meant to automatically pickup modules not in the defaults or in # FQ_LOAD_QUOTELET. It can't cope with fallbacks offering extra sources for # a given country etc, but it's much easier than adding to the env var # whenever you install a new add-on. # sub method_to_modules { my ($method) = @_; # 'ftportfolios_direct' -> FTPortfolios.pm # 'seb_funds' -> SEB.pm # 'unionfunds' -> Union.pm # 'aex_options' -> AEX.pm # 'aex_futures' -> AEX.pm # 'stockhousecanada_fund' -> StockHouseCanada.pm $method =~ s/(_direct|_futures|_options|_?funds?)$//; require Module::Find; my @modules = Module::Find::findsubmod ('Finance::Quote'); foreach (@modules) { s/^Finance::Quote::// } return grep /^\Q$method/i, @modules; } sub quotes_to_group { my ($symbol_suffix, $symbol_list, $quotes) = @_; if (DEBUG) { require Data::Dumper; print Data::Dumper::Dumper($quotes); } my @data = (); my $h = { source => __PACKAGE__, data => \@data }; foreach my $symbol (@$symbol_list) { my $last = $quotes->{$symbol,'last'}; my $high = $quotes->{$symbol,'high'}; my $low = $quotes->{$symbol,'low'}; my $change = $quotes->{$symbol,'net'}; # Finance::Quote::Fidelity version 1.05 gives 'price' rather than 'last' if (! defined $last) { my $price = $quotes->{$symbol,'price'}; if (defined $price) { $last = $price; } } # Try making $change from 'close' (the previous close) and 'last'. # if (defined $last && ! defined $change) { my $prev = $quotes->{$symbol,'close'}; if (defined $prev) { $change = decimal_subtract ($last, $prev); } } # Try making $change from 'p_change' and 'last'. # # $prev * (100 + $p_change) / 100 == $last # $prev == $last * 100 / (100 + $p_change) # $change == $last - $prev # == $last - $last * 100 / (100 + $p_change) # == $last * (1 - 100 / (100 + $p_change)) # == $last * $p_change / (100 + $p_change) # if (defined $last && ! defined $change) { my $p_change = $quotes->{$symbol,'p_change'}; if (defined $p_change) { $change = $last * $p_change / (100 + $p_change); $change = sprintf ('%.*f', App::Chart::count_decimals($last), $change); } } # Separate high/low in for instance Finance::Quote::ZA # But Yahoo methods give just 'day_range'. # if (! defined $high) { my $day_range = $quotes->{$symbol,'day_range'}; if (defined $day_range) { if ($day_range =~ /^([0-9.]+)-([0-9.]+)$/) { $high = $1; $low = $2; } else { carp "Unrecognised $symbol 'day_range': $day_range"; } } } # Not needed any more # my $volume = $quotes->{$symbol,'volume'}; # # Try approximating $volume from 'dollar_volume' and 'last'. # # dollar_volume given by Finance::Quote::Casablanca # # # if ($last && ! defined $volume) { # my $dollar_volume = $quotes->{$symbol,'dollar_volume'}; # if (defined $dollar_volume) { # $volume = int ($dollar_volume / $last + 0.5); # round to nearest # } # } my $errormsg; if (! $quotes->{$symbol,'success'}) { $errormsg = $quotes->{$symbol,'errormsg'}; if (! defined $errormsg) { if (List::MoreUtils::any {/^$symbol$;/} keys %$quotes) { $errormsg = __('Unknown error'); } else { $errormsg = __('No data from FQ method'); } } } # If 'ex_div' is yahoo style then it needs munging ... # $quotes->{$symbol,'div'}, # $quotes->{$symbol,'ex_div'}, push @data, { symbol => $symbol . $symbol_suffix, name => $quotes->{$symbol,'name'}, quote_date => $quotes->{$symbol,'isodate'}, quote_time => $quotes->{$symbol,'time'}, bid => $quotes->{$symbol,'bid'}, offer => $quotes->{$symbol,'ask'}, last_date => $quotes->{$symbol,'isodate'}, last_time => $quotes->{$symbol,'time'}, open => $quotes->{$symbol,'open'}, high => $high, low => $low, last => $last, change => $change, volume => $quotes->{$symbol,'volume'}, currency => $quotes->{$symbol,'currency'}, error => $errormsg, # various of mine copyright => $quotes->{$symbol,'copyright_url'}, }; } if (DEBUG) { require Data::Dumper; print Data::Dumper::Dumper($h); } return $h; } # Return the difference $x - $y, done as a "decimal" subtract, so retaining # as many decimal places there are on $x and $y. # It's done with some sprint %f fakery, not actual decimal arithmetic, but # that's close enough for 4 decimal place currencies. sub decimal_subtract { my ($x, $y) = @_; my $decimals = max (App::Chart::count_decimals($x), App::Chart::count_decimals($y)); return sprintf ('%.*f', $decimals, $x - $y); } 1; __END__