511 lines
23 KiB
C#
511 lines
23 KiB
C#
using System;
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using System.Collections.Generic;
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using System.Globalization;
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using System.Linq;
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using System.Text.RegularExpressions;
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using System.Threading;
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using System.Threading.Tasks;
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using FinlyticCore.Dtos.Yahoo;
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using FinlyticCore.Models.Settings;
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using FinlyticCore.Services;
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using FinlyticCore.Services.PlaywrightScrapper;
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using Microsoft.Playwright;
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namespace FinlyticCore.Clients;
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public interface IYahooFinanceHtmlClient
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{
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Task<YahooQuoteSummaryModulesDto?> ScrapeQuoteSummaryModulesAsync(
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string isinOrSymbol,
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CancellationToken cancellationToken = default);
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}
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public class YahooFinanceHtmlClient : IYahooFinanceHtmlClient
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{
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private const string _serviceName = nameof(YahooFinanceHtmlClient);
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private readonly IPlaywrightExecutionService _playwrightService;
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private readonly IFinlyticLogger<YahooFinanceHtmlClient> _finlyticLogger;
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public YahooFinanceHtmlClient(
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IPlaywrightExecutionService playwrightService,
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IFinlyticLogger<YahooFinanceHtmlClient> finlyticLogger)
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{
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_playwrightService = playwrightService;
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_finlyticLogger = finlyticLogger;
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}
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public async Task<YahooQuoteSummaryModulesDto?> ScrapeQuoteSummaryModulesAsync(
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string isinOrSymbol,
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CancellationToken cancellationToken = default)
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{
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if (string.IsNullOrWhiteSpace(isinOrSymbol)) return null;
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var symbol = isinOrSymbol.Trim().ToUpperInvariant();
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await _finlyticLogger.LogInfoAsync(CoreSettingKeys.HtmlScrapperChannel, $"[{_serviceName}] [YahooFinanceHtmlClient] Starting parallel Playwright HTML scrape for symbol '{symbol}'...");
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return await _playwrightService.ExecuteInContextAsync(async context =>
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{
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var keyStatsData = new Dictionary<string, string>(StringComparer.OrdinalIgnoreCase);
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var financialsData = new Dictionary<string, string>(StringComparer.OrdinalIgnoreCase);
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var analysisData = new Dictionary<string, string>(StringComparer.OrdinalIgnoreCase);
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ProfileExtractionResult? profileResult = null;
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var statsUrl = $"https://finance.yahoo.com/quote/{Uri.EscapeDataString(symbol)}/key-statistics/";
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var profileUrl = $"https://finance.yahoo.com/quote/{Uri.EscapeDataString(symbol)}/profile/";
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var financialsUrl = $"https://finance.yahoo.com/quote/{Uri.EscapeDataString(symbol)}/financials/";
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var analysisUrl = $"https://finance.yahoo.com/quote/{Uri.EscapeDataString(symbol)}/analysis/";
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var statsTask = ScrapePagePairsAsync(context, statsUrl, cancellationToken);
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var profileTask = ScrapeProfilePageAsync(context, profileUrl, cancellationToken);
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var financialsTask = ScrapePagePairsAsync(context, financialsUrl, cancellationToken);
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var analysisTask = ScrapePagePairsAsync(context, analysisUrl, cancellationToken);
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try
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{
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await Task.WhenAll(statsTask, profileTask, financialsTask, analysisTask);
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keyStatsData = await statsTask;
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profileResult = await profileTask;
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financialsData = await financialsTask;
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analysisData = await analysisTask;
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}
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catch (Exception ex)
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{
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await _finlyticLogger.LogWarningAsync(CoreSettingKeys.HtmlScrapperChannel, ex, $"[{_serviceName}] Non-fatal error during parallel page scraping for {symbol}.");
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}
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var profileDict = profileResult?.ProfileDict ?? new Dictionary<string, string>(StringComparer.OrdinalIgnoreCase);
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var officers = profileResult?.Officers ?? new List<YahooCompanyOfficerDto>();
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await _finlyticLogger.LogInfoAsync(CoreSettingKeys.HtmlScrapperChannel, $"[{_serviceName}] Scrape complete for '{symbol}'. Officers: {officers.Count}, Stats Keys: {keyStatsData.Count}");
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return BuildModulesDto(
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keyStatsData,
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profileDict,
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financialsData,
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analysisData,
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officers,
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profileResult?.Sector,
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profileResult?.Industry,
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profileResult?.Employees,
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profileResult?.Description);
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}, PlaywrightBrowserFactory.GetDefaultContextOptions(), cancellationToken);
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}
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private async Task<Dictionary<string, string>> ScrapePagePairsAsync(
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IBrowserContext context,
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string url,
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CancellationToken cancellationToken)
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{
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var targetDict = new Dictionary<string, string>(StringComparer.OrdinalIgnoreCase);
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var page = await context.NewPageAsync();
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try
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{
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await page.GotoAsync(url, new PageGotoOptions
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{
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WaitUntil = WaitUntilState.DOMContentLoaded,
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Timeout = 20_000
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});
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await HandleConsentAsync(page);
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var extracted = await page.EvaluateAsync<Dictionary<string, string>>(@"() => {
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const results = {};
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const cleanKey = (str) => {
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return str.toLowerCase()
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.replace(/\(ttm\)|\(mrq\)|\(fye\)/g, '')
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.replace(/\s*\d+\s*$/, '')
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.replace(/\s+/g, ' ')
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.trim();
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};
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document.querySelectorAll('table tr').forEach(tr => {
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const cells = Array.from(tr.querySelectorAll('td, th')).map(c => c.innerText.trim());
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if (cells.length >= 2 && cells[0] && cells[1]) {
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const key = cleanKey(cells[0]);
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const val = cells[1].replace(/\s+/g, ' ').trim();
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if (key && val && val !== 'N/A' && val !== '--' && val !== '-') {
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results[key] = val;
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}
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}
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});
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return results;
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}");
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if (extracted != null)
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{
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foreach (var (k, v) in extracted)
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{
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targetDict[k] = v;
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}
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}
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}
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catch (Exception ex)
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{
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await _finlyticLogger.LogDebugAsync(CoreSettingKeys.HtmlScrapperChannel, ex, $"[{_serviceName}] Non-critical error scraping URL {url}");
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}
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finally
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{
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await page.CloseAsync();
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}
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return targetDict;
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}
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private async Task<ProfileExtractionResult> ScrapeProfilePageAsync(
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IBrowserContext context,
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string url,
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CancellationToken cancellationToken)
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{
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var profileDict = new Dictionary<string, string>(StringComparer.OrdinalIgnoreCase);
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var companyOfficers = new List<YahooCompanyOfficerDto>();
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string? sector = null;
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string? industry = null;
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int? fullTimeEmployees = null;
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string? description = null;
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var page = await context.NewPageAsync();
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try
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{
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await page.GotoAsync(url, new PageGotoOptions
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{
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WaitUntil = WaitUntilState.DOMContentLoaded,
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Timeout = 20_000
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});
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await HandleConsentAsync(page);
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var metaInfo = await page.EvaluateAsync<ProfileMetaJsResult>(@"() => {
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let sector = null, industry = null, employees = null, description = null;
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const descEl = document.querySelector('section[data-testid=""description""] p, div[data-testid=""description""] p, p.business-summary');
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if (descEl) description = descEl.innerText.trim();
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const profileSec = document.querySelector('section[data-testid=""asset-profile""], div.asset-profile-container, main');
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if (profileSec) {
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const text = profileSec.innerText;
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const sectorMatch = text.match(/Sector\(s\)\s*:?\s*([^\n\r]+)/i) || text.match(/Sector\s*:?\s*([^\n\r]+)/i);
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if (sectorMatch) sector = sectorMatch[1].trim();
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const indMatch = text.match(/Industry\s*:?\s*([^\n\r]+)/i);
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if (indMatch) industry = indMatch[1].trim();
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const empMatch = text.match(/Full Time Employees\s*:?\s*([\d,]+)/i);
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if (empMatch) {
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const cleanNum = empMatch[1].replace(/,/g, '');
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employees = parseInt(cleanNum, 10);
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}
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}
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const officers = [];
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const officerRows = document.querySelectorAll('section[data-testid=""asset-profile""] table tr, table.officers tr, main table tr');
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officerRows.forEach((tr, index) => {
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if (index === 0) return;
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const tds = Array.from(tr.querySelectorAll('td')).map(td => td.innerText.trim());
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if (tds.length >= 2) {
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officers.push({
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name: tds[0] || null,
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title: tds[1] || null,
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pay: tds[2] || null,
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exercised: tds[3] || null,
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yearBorn: tds[4] ? parseInt(tds[4], 10) : null
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});
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}
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});
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return { sector, industry, employees, description, officers };
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}");
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if (metaInfo != null)
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{
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sector = metaInfo.Sector;
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industry = metaInfo.Industry;
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fullTimeEmployees = metaInfo.Employees;
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description = metaInfo.Description;
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if (metaInfo.Officers != null)
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{
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foreach (var off in metaInfo.Officers)
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{
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if (!string.IsNullOrWhiteSpace(off.Name))
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{
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companyOfficers.Add(new YahooCompanyOfficerDto(
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Name: off.Name,
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Age: off.YearBorn.HasValue ? (DateTime.UtcNow.Year - off.YearBorn.Value) : null,
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Title: off.Title,
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YearBorn: off.YearBorn,
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FiscalYear: null,
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TotalPay: ParseYahooValue(off.Pay),
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ExercisedValue: ParseYahooValue(off.Exercised),
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UnexercisedValue: null
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));
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}
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}
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}
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}
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}
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catch (Exception ex)
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{
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await _finlyticLogger.LogDebugAsync(CoreSettingKeys.HtmlScrapperChannel, ex, $"[{_serviceName}] Non-critical error scraping Profile page {url}");
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}
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finally
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{
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await page.CloseAsync();
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}
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return new ProfileExtractionResult(profileDict, companyOfficers, sector, industry, fullTimeEmployees, description);
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}
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private static async Task HandleConsentAsync(IPage page)
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{
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try
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{
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if (page.Url.Contains("consent.yahoo.com"))
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{
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var consentBtn = page.Locator("button[name='agree'], button[value='agree'], button.accept-all, form[action*='consent'] button");
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if (await consentBtn.CountAsync() > 0)
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{
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await consentBtn.First.ClickAsync();
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await page.WaitForLoadStateAsync(LoadState.DOMContentLoaded, new PageWaitForLoadStateOptions { Timeout = 10_000 });
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}
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}
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}
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catch { /* Fallback */ }
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}
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private YahooQuoteSummaryModulesDto BuildModulesDto(
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Dictionary<string, string> keyStatsData,
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Dictionary<string, string> profileData,
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Dictionary<string, string> financialsData,
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Dictionary<string, string> analysisData,
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List<YahooCompanyOfficerDto> companyOfficers,
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string? sector,
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string? industry,
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int? fullTimeEmployees,
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string? description)
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{
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var allStats = new Dictionary<string, string>(keyStatsData, StringComparer.OrdinalIgnoreCase);
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foreach (var (k, v) in profileData) allStats[k] = v;
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foreach (var (k, v) in financialsData) allStats[k] = v;
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foreach (var (k, v) in analysisData) allStats[k] = v;
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var assetProfile = new YahooAssetProfileDto(
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Address1: null, Address2: null, City: null, State: null, Zip: null, Country: null, Phone: null, Website: null,
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Industry: industry ?? GetString(allStats, "industry"),
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IndustryKey: null, IndustryDisp: null,
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Sector: sector ?? GetString(allStats, "sector"),
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SectorKey: null, SectorDisp: null,
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LongBusinessSummary: description,
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FullTimeEmployees: fullTimeEmployees,
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CompanyOfficers: companyOfficers.Count > 0 ? companyOfficers : null,
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AuditRisk: null, BoardRisk: null, CompensationRisk: null, ShareHolderRightsRisk: null, OverallRisk: null,
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GovernanceEpochDate: null, CompensationAsOfEpochDate: null
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);
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var defaultKeyStatistics = new YahooDefaultKeyStatisticsDto(
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PriceToBook: GetVal(allStats, "price/book", "price / book"),
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EnterpriseValue: GetVal(allStats, "enterprise value"),
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ForwardPE: GetVal(allStats, "forward p/e"),
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ProfitMargins: GetVal(allStats, "profit margin"),
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FloatShares: GetVal(allStats, "float"),
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SharesOutstanding: GetVal(allStats, "shares outstanding"),
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SharesShort: GetVal(allStats, "shares short"),
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SharesShortPriorMonth: GetVal(allStats, "shares short (prior month)"),
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SharesShortPreviousMonthDate: null, DateShortInterest: null,
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SharesPercentSharesOut: GetVal(allStats, "% of shares outstanding"),
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HeldPercentInsiders: GetVal(allStats, "% held by insiders"),
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HeldPercentInstitutions: GetVal(allStats, "% held by institutions"),
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ShortRatio: GetVal(allStats, "short ratio"),
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ShortPercentOfFloat: GetVal(allStats, "short % of float"),
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Beta: GetVal(allStats, "beta (5y monthly)", "beta"),
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Category: null,
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BookValue: GetVal(allStats, "book value per share", "book value"),
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PriceToSalesTrailing12Months: GetVal(allStats, "price/sales", "price / sales"),
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LastFiscalYearEnd: GetVal(allStats, "last fiscal year end"),
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NextFiscalYearEnd: GetVal(allStats, "next fiscal year end"),
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MostRecentQuarter: GetVal(allStats, "most recent quarter"),
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EarningsQuarterlyGrowth: GetVal(allStats, "quarterly earnings growth"),
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NetIncomeToCommon: GetVal(allStats, "net income avi to common"),
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TrailingEps: GetVal(allStats, "diluted eps"),
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ForwardEps: GetVal(allStats, "forward eps"),
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PegRatio: GetVal(allStats, "peg ratio", "peg ratio (5yr expected)"),
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EnterpriseToRevenue: GetVal(allStats, "enterprise value/revenue"),
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EnterpriseToEbitda: GetVal(allStats, "enterprise value/ebitda"),
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FiftyTwoWeekChange: GetVal(allStats, "52-week change"),
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SandP52WeekChange: GetVal(allStats, "s&p500 52-week change")
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);
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var financialData = new YahooFinancialDataDto(
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CurrentPrice: GetVal(allStats, "current price", "price"),
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TargetHighPrice: GetVal(allStats, "target high", "high target"),
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TargetLowPrice: GetVal(allStats, "target low", "low target"),
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TargetMeanPrice: GetVal(allStats, "target mean", "target est"),
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TargetMedianPrice: GetVal(allStats, "target median"),
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RecommendationMean: GetVal(allStats, "recommendation mean"),
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RecommendationKey: GetString(allStats, "recommendation key"),
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NumberOfAnalystOpinions: GetVal(allStats, "number of analysts"),
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TotalCash: GetVal(allStats, "total cash"),
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TotalCashPerShare: GetVal(allStats, "total cash per share"),
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Ebitda: GetVal(allStats, "ebitda"),
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TotalDebt: GetVal(allStats, "total debt"),
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QuickRatio: GetVal(allStats, "quick ratio"),
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CurrentRatio: GetVal(allStats, "current ratio"),
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TotalRevenue: GetVal(allStats, "revenue", "total revenue"),
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DebtToEquity: GetVal(allStats, "total debt/equity"),
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RevenuePerShare: GetVal(allStats, "revenue per share"),
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ReturnOnAssets: GetVal(allStats, "return on assets"),
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ReturnOnEquity: GetVal(allStats, "return on equity"),
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GrossProfits: GetVal(allStats, "gross profit"),
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FreeCashflow: GetVal(allStats, "levered free cash flow"),
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OperatingCashflow: GetVal(allStats, "operating cash flow"),
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RevenueGrowth: GetVal(allStats, "quarterly revenue growth"),
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GrossMargins: GetVal(allStats, "gross margin"),
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EbitdaMargins: GetVal(allStats, "ebitda margin"),
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OperatingMargins: GetVal(allStats, "operating margin"),
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ProfitMargins: GetVal(allStats, "profit margin"),
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FinancialCurrency: "USD"
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);
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var summaryDetail = new YahooSummaryDetailDto(
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MaxAge: 86400, PriceHint: null,
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PreviousClose: GetVal(allStats, "previous close"),
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Open: GetVal(allStats, "open"),
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DayLow: GetVal(allStats, "day low"),
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DayHigh: GetVal(allStats, "day high"),
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RegularMarketPreviousClose: GetVal(allStats, "previous close"),
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RegularMarketOpen: GetVal(allStats, "open"),
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RegularMarketDayLow: GetVal(allStats, "day low"),
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RegularMarketDayHigh: GetVal(allStats, "day high"),
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DividendRate: GetVal(allStats, "forward dividend & yield", "dividend rate"),
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DividendYield: GetVal(allStats, "dividend yield", "forward annual dividend yield", "trailing annual dividend yield"),
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ExDividendDate: GetVal(allStats, "ex-dividend date"),
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PayoutRatio: GetVal(allStats, "payout ratio"),
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FiveYearAvgDividendYield: GetVal(allStats, "5 year avg dividend yield"),
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Beta: GetVal(allStats, "beta"),
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TrailingPE: GetVal(allStats, "trailing p/e"),
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ForwardPE: GetVal(allStats, "forward p/e"),
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Volume: GetVal(allStats, "volume"),
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RegularMarketVolume: GetVal(allStats, "volume"),
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AverageVolume: GetVal(allStats, "avg. volume", "average volume"),
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AverageVolume10days: GetVal(allStats, "avg. volume (10 day)"),
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AverageDailyVolume10Day: GetVal(allStats, "avg. volume (10 day)"),
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Bid: GetVal(allStats, "bid"), Ask: GetVal(allStats, "ask"),
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BidSize: null, AskSize: null,
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MarketCap: GetVal(allStats, "market cap (intraday)", "market cap"),
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FiftyTwoWeekLow: GetVal(allStats, "52 week low"),
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FiftyTwoWeekHigh: GetVal(allStats, "52 week high"),
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PriceToSalesTrailing12Months: GetVal(allStats, "price/sales"),
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Currency: "USD"
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);
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return new YahooQuoteSummaryModulesDto(
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QuoteType: null,
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AssetProfile: assetProfile,
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FinancialData: financialData,
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DefaultKeyStatistics: defaultKeyStatistics,
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SummaryDetail: summaryDetail,
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IncomeStatementHistory: null,
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IncomeStatementHistoryQuarterly: null,
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BalanceSheetHistory: null,
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BalanceSheetHistoryQuarterly: null,
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CashflowStatementHistory: null,
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CashflowStatementHistoryQuarterly: null,
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CalendarEvents: null
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);
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}
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private static YahooValueDto? GetVal(Dictionary<string, string> dict, params string[] keys)
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{
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foreach (var k in keys)
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{
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if (dict.TryGetValue(k, out var val) && !string.IsNullOrWhiteSpace(val))
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return ParseYahooValue(val);
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var match = dict.FirstOrDefault(kvp => kvp.Key.Equals(k, StringComparison.OrdinalIgnoreCase) || kvp.Key.StartsWith(k, StringComparison.OrdinalIgnoreCase));
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if (!string.IsNullOrWhiteSpace(match.Value))
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return ParseYahooValue(match.Value);
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}
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return null;
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}
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private static string? GetString(Dictionary<string, string> dict, params string[] keys)
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{
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foreach (var k in keys)
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{
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if (dict.TryGetValue(k, out var val) && !string.IsNullOrWhiteSpace(val))
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return val.Trim();
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var match = dict.FirstOrDefault(kvp => kvp.Key.Equals(k, StringComparison.OrdinalIgnoreCase) || kvp.Key.StartsWith(k, StringComparison.OrdinalIgnoreCase));
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if (!string.IsNullOrWhiteSpace(match.Value))
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return match.Value.Trim();
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}
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return null;
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}
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/// <summary>
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/// Parsen von Suffixen (M, B, T, K) und Prozentwerten gemäß den funktionierenden Regex-Regeln.
|
|
/// </summary>
|
|
public static YahooValueDto? ParseYahooValue(string? text)
|
|
{
|
|
if (string.IsNullOrWhiteSpace(text) || text == "N/A" || text == "---" || text == "--" || text == "-")
|
|
return null;
|
|
|
|
var trimmed = text.Trim();
|
|
bool isPercent = trimmed.EndsWith("%");
|
|
|
|
double multiplier = 1.0;
|
|
if (trimmed.EndsWith("T", StringComparison.OrdinalIgnoreCase)) multiplier = 1_000_000_000_000.0;
|
|
else if (trimmed.EndsWith("B", StringComparison.OrdinalIgnoreCase)) multiplier = 1_000_000_000.0;
|
|
else if (trimmed.EndsWith("M", StringComparison.OrdinalIgnoreCase)) multiplier = 1_000_000.0;
|
|
else if (trimmed.EndsWith("K", StringComparison.OrdinalIgnoreCase)) multiplier = 1_000.0;
|
|
|
|
// Beseitigt Einheiten und Tausenderpunkte, isoliert die reine Zahl mit Dezimalpunkt
|
|
var numPart = Regex.Replace(trimmed, @"[^\d.-]", "");
|
|
|
|
if (double.TryParse(numPart, NumberStyles.Any, CultureInfo.InvariantCulture, out double parsedVal))
|
|
{
|
|
double finalVal = isPercent ? (parsedVal / 100.0) : (parsedVal * multiplier);
|
|
return new YahooValueDto
|
|
{
|
|
Raw = finalVal,
|
|
Fmt = trimmed,
|
|
LongFmt = finalVal.ToString("N0", CultureInfo.InvariantCulture)
|
|
};
|
|
}
|
|
|
|
return null;
|
|
}
|
|
|
|
private record ProfileExtractionResult(
|
|
Dictionary<string, string> ProfileDict,
|
|
List<YahooCompanyOfficerDto> Officers,
|
|
string? Sector,
|
|
string? Industry,
|
|
int? Employees,
|
|
string? Description
|
|
);
|
|
|
|
private class ProfileMetaJsResult
|
|
{
|
|
public string? Sector { get; set; }
|
|
public string? Industry { get; set; }
|
|
public int? Employees { get; set; }
|
|
public string? Description { get; set; }
|
|
public List<OfficerJsResult>? Officers { get; set; }
|
|
}
|
|
|
|
private class OfficerJsResult
|
|
{
|
|
public string? Name { get; set; }
|
|
public string? Title { get; set; }
|
|
public string? Pay { get; set; }
|
|
public string? Exercised { get; set; }
|
|
public int? YearBorn { get; set; }
|
|
}
|
|
} |