/// <summary>
/// Get statements from data provider and insert it to database.
/// </summary>
/// <param name="simId">The sim identifier.</param>
/// <returns></returns>
public async Task <bool> UpdateStatements(string simId)
{
if (simId.IsNullOrWhiteSpace())
{
return(false);
}
var cd = _hcl.GetCompanyDetails(simId);
if (cd.LastUpdate != null && ((TimeSpan)(DateTime.Now - cd.LastUpdate)).Days < 30)
{
return(true);
}
var companyFinancials = await ObtainCompanyFinancilasAsync(simId);
if (companyFinancials == null || companyFinancials.Count == 0)
{
return(false);
}
var cfMdl = new List <CompanyFinancialsMd>();
var oldcfML = _dbconCompany.Get(o => o.SimId.Equals(simId)).ToList();
foreach (var(companyFinancial, oldcf) in from companyFinancial in companyFinancials
let oldcf = oldcfML.Where(o => o.SimId.Equals(companyFinancial.SimId) &&
o.FYear == companyFinancial.FYear &&
o.Statement == companyFinancial.Statement).FirstOrDefault()
select(companyFinancial, oldcf))
{
cfMdl.Add(new CompanyFinancialsMd(companyFinancial));
if (oldcf != null)
{
cfMdl.Last().Id = oldcf.Id;
}
}
try
{
var returnValue = await _dbconCompany.UpdateMultiple(cfMdl);
if (returnValue == false)
{
return(false);
}
await RemoveUnwantedRecords(cfMdl, oldcfML);
returnValue = await _hcl.UpdateCompanyDetailAsync(simId, cfMdl.First().IndustryTemplate);
return(returnValue);
}
catch (Exception ex)
{
Console.WriteLine($"Error in method HandleFinacials:UpdateStatments\n{ex.Message}");
return(false);
}
}
public async Task UpdateAnalysis()
{
var ac = await _hcl.GetAllCompaniesFromDbAsync();
try
{
await _dfr.ParseKeyFinanceFromS3(ServiceExtensions.BucketName, ServiceExtensions.Region, "1. Key Ratios.xlsx");
}
catch (Exception ex)
{
_logger.LogError($"Error while reading excel file\n{ex.Message}");
return;
}
var result = await _dbpiScore.RemoveAll();
_logger.LogDebug($"Excel file contains {_dfr.dataCollection.Count}");
List <DataCollection> dcl = _dfr.dataCollection;
List <CompanyDetail> allCompanies = await _hcl.GetAllCompaniesFromDbAsync();
var counter = 0;
var newValues = new List <PiotroskiScoreMd>();
var updateTime = DateTime.Now;
foreach (var dc in dcl)
{
if (string.IsNullOrWhiteSpace(dc.CompanyName) || string.IsNullOrWhiteSpace(dc.Ticker))
{
_logger.LogDebug($"Skipping {dc.CompanyName} => {dc.Ticker} due to missing details");
continue;
}
var selected = (from comp in allCompanies
where (comp.Ticker == dc.Ticker && comp.Name == dc.CompanyName)
select comp).FirstOrDefault();
if (selected == null)
{
_logger.LogDebug("Referential integrity error");
_logger.LogDebug($"Did not find {dc.CompanyName} => {dc.Ticker} in Company Details");
continue;
}
var ProfitablityRatios = new Dictionary <string, decimal>
{
{ "Gross Margin", (decimal)dc.GrossMargin },
{ "Operating Margin", (decimal)dc.OperatingMargin },
{ "Net Profit Margin", (decimal)dc.NetMargin },
{ "Return on Equity", (decimal)dc.ReturnOnEquity },
{ "Return on Assets", (decimal)dc.ReturnOnAssets }
};
var newValue = new PiotroskiScore
{
SimId = selected.SimId,
FYear = DateTime.Now.Year,
Rating = dc.PiotroskiScoreCurrent,
EBITDA = (long)dc.EbitdaCurrent,
LastUpdate = DateTime.Now,
ProfitablityRatios = ProfitablityRatios,
Revenue = dc.Revenue,
Ticker = dc.Ticker
};
newValues.Add(Mapper.Map <PiotroskiScoreMd>(newValue));
newValue.ProfitablityRatios.Clear();
UpdateAnalysis(newValue, DateTime.Now.Year - 1, dc.PiotroskiScore1YrAgo, dc.Ebitda1YrAgo);
newValues.Add(Mapper.Map <PiotroskiScoreMd>(newValue));
UpdateAnalysis(newValue, DateTime.Now.Year - 2, dc.PiotroskiScore2YrAgo, dc.Ebitda2YrAgo);
newValues.Add(Mapper.Map <PiotroskiScoreMd>(newValue));
UpdateAnalysis(newValue, DateTime.Now.Year - 3, dc.PiotroskiScore3YrAgo, dc.Ebitda3YrAgo);
newValues.Add(Mapper.Map <PiotroskiScoreMd>(newValue));
selected.LastUpdate = updateTime;
await _hcl.UpdateCompanyDetailAsync(selected.SimId, dc.Sector, updateTime);
if (++counter % 500 == 0)
{
Console.WriteLine($"Updated {counter} firms {DateTime.Now}");
_logger.LogDebug($"Updated {counter} firms");
await _dbpiScore.Create(newValues);
newValues.Clear();
}
}
if (newValues.Any())
{
Console.WriteLine($"Updated {counter} firms");
_logger.LogDebug($"Updated {counter} firms");
await _dbpiScore.Create(newValues);
}
}
