"""
Verification script for Phase 3 (Tier 2) data availability.
Checks if required data is available for advanced financial calculations.
"""
import asyncio
import logging
from borsa_client import BorsaApiClient
logging.basicConfig(
level=logging.INFO,
format='%(asctime)s - %(name)s - %(levelname)s - %(message)s'
)
logger = logging.getLogger(__name__)
async def verify_shares_outstanding_history():
"""
Verify if historical shares outstanding data is available.
Required for Piotroski F-Score.
"""
print("\n" + "=" * 80)
print("VERIFICATION 1: Historical Shares Outstanding")
print("Required for: Piotroski F-Score")
print("=" * 80)
client = BorsaApiClient()
try:
ticker = "GARAN"
print(f"\nChecking {ticker} for shares outstanding data...")
# Get company info
info_result = await client.get_sirket_bilgileri_yfinance(ticker)
if info_result.get('error'):
print(f"❌ Error fetching company info: {info_result['error']}")
return False
sirket_bilgileri = info_result.get('sirket_bilgileri', {})
shares_outstanding = sirket_bilgileri.get('sharesOutstanding')
if shares_outstanding:
print(f"✅ Current shares outstanding: {shares_outstanding:,.0f}")
print(" Note: Yahoo Finance provides current value only, not historical trend")
print(" Decision: ⚠️ PARTIAL - Can calculate current metrics, but historical trend unavailable")
print(" Recommendation: Implement simplified version without historical comparison")
return "partial"
else:
print("❌ Shares outstanding not available")
return False
except Exception as e:
print(f"❌ Verification FAILED: {e}")
logger.exception("Shares outstanding verification exception")
return False
finally:
await client.close()
async def verify_retained_earnings():
"""
Verify if Retained Earnings field is available in balance sheet.
Required for Altman Z-Score.
"""
print("\n" + "=" * 80)
print("VERIFICATION 2: Retained Earnings")
print("Required for: Altman Z-Score")
print("=" * 80)
client = BorsaApiClient()
try:
ticker = "GARAN"
print(f"\nChecking {ticker} balance sheet for Retained Earnings...")
# Get balance sheet
balance_result = await client.get_bilanco_yfinance(ticker, 'quarterly')
if balance_result.get('error'):
print(f"❌ Error fetching balance sheet: {balance_result['error']}")
return False
# Check all available field names
tablo = balance_result.get('tablo', [])
if not tablo:
print("❌ No balance sheet data available")
return False
# Extract all field names
field_names = [row.get('Kalem') for row in tablo if row.get('Kalem')]
print(f"\n Found {len(field_names)} balance sheet fields")
# Check for Retained Earnings
retained_earnings_fields = [
'Retained Earnings',
'Retained Earnings Accumulated Deficit',
'Accumulated Deficit'
]
found = False
for field in retained_earnings_fields:
if field in field_names:
print(f"✅ Found: {field}")
found = True
break
if found:
print(" Decision: ✅ AVAILABLE - Can implement Altman Z-Score")
return True
else:
print("❌ Retained Earnings field not found")
print(f" Available fields include: {', '.join(field_names[:10])}...")
print(" Decision: ❌ NOT AVAILABLE - Cannot implement Altman Z-Score")
return False
except Exception as e:
print(f"❌ Verification FAILED: {e}")
logger.exception("Retained earnings verification exception")
return False
finally:
await client.close()
async def verify_dividend_data():
"""
Verify if dividend and buyback data is available.
Required for Shareholder Yield.
"""
print("\n" + "=" * 80)
print("VERIFICATION 3: Dividend Data")
print("Required for: Shareholder Yield")
print("=" * 80)
client = BorsaApiClient()
try:
ticker = "GARAN"
print(f"\nChecking {ticker} for dividend data...")
# Get dividend data
dividend_result = await client.get_temettu_ve_aksiyonlar_yfinance(ticker)
if dividend_result.get('error'):
print(f"❌ Error fetching dividend data: {dividend_result['error']}")
return False
dividends = dividend_result.get('temettuler', [])
splits = dividend_result.get('hisse_bolunmeleri', [])
if dividends:
print(f"✅ Dividend history available: {len(dividends)} records")
print(f" Latest dividend: {dividends[0] if dividends else 'N/A'}")
print(f" Stock splits: {len(splits)} records")
print(" Note: Share buyback data not directly available from Yahoo Finance")
print(" Decision: ⚠️ PARTIAL - Can calculate dividend yield, but buybacks unavailable")
print(" Recommendation: Implement dividend yield only (no buybacks)")
return "partial"
else:
print("❌ Dividend data not available")
return False
except Exception as e:
print(f"❌ Verification FAILED: {e}")
logger.exception("Dividend data verification exception")
return False
finally:
await client.close()
async def verify_inflation_data():
"""
Verify if inflation data is available for real growth calculation.
Required for Real Growth Rate.
"""
print("\n" + "=" * 80)
print("VERIFICATION 4: Inflation Data")
print("Required for: Real Growth Rate")
print("=" * 80)
client = BorsaApiClient()
try:
print("\nChecking TCMB inflation data availability...")
# Get inflation data
inflation_result = await client.get_turkiye_enflasyon(
inflation_type='tufe',
limit=1
)
if inflation_result.data:
latest = inflation_result.data[0]
print("✅ Inflation data available")
print(f" Latest: {latest.ay_yil} - Annual: {latest.yillik_enflasyon}%, Monthly: {latest.aylik_enflasyon}%")
print(f" Total records: {inflation_result.total_records}")
print(" Decision: ✅ AVAILABLE - Can implement Real Growth Rate")
return True
else:
print("❌ Inflation data not available")
return False
except Exception as e:
print(f"❌ Verification FAILED: {e}")
logger.exception("Inflation data verification exception")
return False
finally:
await client.close()
async def run_all_verifications():
"""Run all Phase 3 data verifications."""
print("\n" + "=" * 80)
print("PHASE 3 (TIER 2) DATA AVAILABILITY VERIFICATION")
print("=" * 80)
results = {}
# Run all verifications
results['shares_outstanding'] = await verify_shares_outstanding_history()
results['retained_earnings'] = await verify_retained_earnings()
results['dividend_data'] = await verify_dividend_data()
results['inflation_data'] = await verify_inflation_data()
# Summary
print("\n" + "=" * 80)
print("VERIFICATION SUMMARY")
print("=" * 80)
print("\n1. Piotroski F-Score: ", end="")
if results['shares_outstanding'] == "partial":
print("⚠️ PARTIAL (current data only)")
elif results['shares_outstanding']:
print("✅ AVAILABLE")
else:
print("❌ NOT AVAILABLE")
print("2. Altman Z-Score: ", end="")
if results['retained_earnings']:
print("✅ AVAILABLE")
else:
print("❌ NOT AVAILABLE")
print("3. Shareholder Yield: ", end="")
if results['dividend_data'] == "partial":
print("⚠️ PARTIAL (dividends only)")
elif results['dividend_data']:
print("✅ AVAILABLE")
else:
print("❌ NOT AVAILABLE")
print("4. Real Growth Rate: ", end="")
if results['inflation_data']:
print("✅ AVAILABLE")
else:
print("❌ NOT AVAILABLE")
print("\n" + "=" * 80)
print("RECOMMENDATIONS")
print("=" * 80)
print("\n✅ IMPLEMENT:")
if results['retained_earnings']:
print(" - Altman Z-Score (complete implementation)")
if results['inflation_data']:
print(" - Real Growth Rate (complete implementation)")
print("\n⚠️ IMPLEMENT WITH LIMITATIONS:")
if results['shares_outstanding'] == "partial":
print(" - Simplified Piotroski F-Score (without historical comparisons)")
if results['dividend_data'] == "partial":
print(" - Dividend Yield (without buybacks)")
print("\n❌ SKIP:")
if not results['shares_outstanding']:
print(" - Piotroski F-Score (no shares data)")
if not results['retained_earnings']:
print(" - Altman Z-Score (no retained earnings)")
if not results['dividend_data']:
print(" - Shareholder Yield (no dividend data)")
if not results['inflation_data']:
print(" - Real Growth Rate (no inflation data)")
print("\n" + "=" * 80)
if __name__ == "__main__":
asyncio.run(run_all_verifications())
