ETF_Suite_Portal/ETF_Portal/api/yfinance/client.py

import yfinance as yf
import pandas as pd
from typing import Dict, List, Optional
from datetime import datetime
import logging
from ..base import BaseAPIClient
from ...cache.yfinance_cache import YFinanceCacheManager

class YFinanceClient(BaseAPIClient):
    """Yahoo Finance API client."""
    
    def __init__(self, cache_manager: Optional[YFinanceCacheManager] = None):
        """Initialize yfinance client.
        
        Args:
            cache_manager: Optional cache manager instance
        """
        super().__init__(None)  # yfinance doesn't need API key
        self.cache_manager = cache_manager or YFinanceCacheManager()
        self.logger = logging.getLogger(self.__class__.__name__)
    
    def _get_ticker(self, symbol: str) -> Optional[yf.Ticker]:
        """Get yfinance Ticker object.
        
        Args:
            symbol: ETF ticker symbol
            
        Returns:
            yfinance Ticker object or None if invalid
        """
        if not self._validate_symbol(symbol):
            return None
        return yf.Ticker(symbol)
    
    def _make_request(self, endpoint: str, params: Dict = None) -> Dict:
        """Make API request to yfinance.
        
        Args:
            endpoint: API endpoint
            params: Query parameters
            
        Returns:
            API response data
        """
        # Check cache first
        if self.cache_manager:
            cached_data, is_valid = self.cache_manager.get(endpoint, params)
            if is_valid:
                return cached_data
        
        try:
            symbol = params.get('symbol') if params else None
            if not symbol:
                raise ValueError("Symbol is required")
            
            ticker = self._get_ticker(symbol)
            if not ticker:
                raise ValueError(f"Invalid symbol: {symbol}")
            
            # Get data based on endpoint
            if endpoint == "info":
                data = ticker.info
            elif endpoint == "holdings":
                data = ticker.get_holdings()
            elif endpoint == "history":
                period = params.get('period', '1y')
                data = ticker.history(period=period).to_dict('records')
            else:
                raise ValueError(f"Unknown endpoint: {endpoint}")
            
            # Cache the response
            if self.cache_manager:
                self.cache_manager.set(endpoint, data, params)
            
            return data
            
        except Exception as e:
            self.logger.error(f"yfinance API request failed: {str(e)}")
            return self._handle_error(e)
    
    def get_etf_profile(self, symbol: str) -> Dict:
        """Get ETF profile data.
        
        Args:
            symbol: ETF ticker symbol
            
        Returns:
            Dictionary containing ETF profile information
        """
        if not self._validate_symbol(symbol):
            return self._handle_error(ValueError(f"Invalid symbol: {symbol}"))
        
        return self._make_request("info", {'symbol': symbol})
    
    def get_etf_holdings(self, symbol: str) -> List[Dict]:
        """Get ETF holdings data.
        
        Args:
            symbol: ETF ticker symbol
            
        Returns:
            List of dictionaries containing holding information
        """
        if not self._validate_symbol(symbol):
            return [self._handle_error(ValueError(f"Invalid symbol: {symbol}"))]
        
        data = self._make_request("holdings", {'symbol': symbol})
        return data if isinstance(data, list) else [data]
    
    def get_historical_data(self, symbol: str, period: str = '1y') -> pd.DataFrame:
        """Get historical price data.
        
        Args:
            symbol: ETF ticker symbol
            period: Time period (e.g., '1d', '1w', '1m', '1y')
            
        Returns:
            DataFrame with historical price data
        """
        if not self._validate_symbol(symbol):
            return pd.DataFrame()
        
        data = self._make_request("history", {'symbol': symbol, 'period': period})
        
        if isinstance(data, dict) and data.get('error'):
            return pd.DataFrame()
        
        return pd.DataFrame(data)
    
    def get_dividend_history(self, symbol: str) -> pd.DataFrame:
        """Get dividend history.
        
        Args:
            symbol: ETF ticker symbol
            
        Returns:
            DataFrame with dividend history
        """
        if not self._validate_symbol(symbol):
            return pd.DataFrame()
        
        try:
            ticker = self._get_ticker(symbol)
            if not ticker:
                return pd.DataFrame()
            
            dividends = ticker.dividends
            return pd.DataFrame(dividends).reset_index()
            
        except Exception as e:
            self.logger.error(f"Error getting dividend history: {str(e)}")
            return pd.DataFrame()
    
    def get_sector_weightings(self, symbol: str) -> Dict:
        """Get sector weightings.
        
        Args:
            symbol: ETF ticker symbol
            
        Returns:
            Dictionary with sector weightings
        """
        if not self._validate_symbol(symbol):
            return self._handle_error(ValueError(f"Invalid symbol: {symbol}"))
        
        try:
            ticker = self._get_ticker(symbol)
            if not ticker:
                return self._handle_error(ValueError(f"Invalid symbol: {symbol}"))
            
            info = ticker.info
            return {
                'sector_weightings': info.get('sectorWeights', {}),
                'asset_allocation': info.get('assetAllocation', {})
            }
            
        except Exception as e:
            self.logger.error(f"Error getting sector weightings: {str(e)}")
            return self._handle_error(e)
    
    def clear_cache(self) -> int:
        """Clear expired cache entries.
        
        Returns:
            Number of files cleared
        """
        if self.cache_manager:
            return self.cache_manager.clear_expired()
        return 0
    
    def get_cache_stats(self) -> Dict:
        """Get cache statistics.
        
        Returns:
            Dictionary with cache statistics
        """
        if self.cache_manager:
            return self.cache_manager.get_stats()
        return {}