Added Reported financials

IEXSharp/Model/Shared/Request/Filing.cs

@@ -0,0 +1,12 @@
+using System.ComponentModel;
+
+namespace IEXSharp.Model.Shared.Request
+{
+ public enum Filing
+ {
+ [Description("10-K")]
+ Annual,
+ [Description("10-Q")]
+ Quarterly
+ }
+}

IEXSharp/Model/Shared/Request/TimeSeries.cs

@@ -1,5 +1,4 @@
 using System;
-using Common.Logging.Configuration;
 using IEXSharp.Helper;
 
 namespace IEXSharp.Model.Shared.Request
@@ -36,22 +35,32 @@ public TimeSeries SetDateRange(DateTime? from, DateTime? to = default)
  return this;
  }
 
- public NameValueCollection TimeSeriesQueryParams()
+ public TimeSeries SetLast(int last)
  {
- var nvc = new NameValueCollection();
+ Last = last;
+ return this;
+ }
+
+ /// <summary>
+ /// Updates give query string builder class with required Time series query params
+ /// </summary>
+ /// <param name="qsb"></param>
+ public void AddTimeSeriesQueryParams(QueryStringBuilder qsb)
+ {
+ if (qsb == null) return;
 
  if (From != null)
  {
- nvc.Add("from", From);
- nvc.Add("to", To);
+ qsb.Add("from", From);
+ qsb.Add("to", To);
  }
 
  if (!string.IsNullOrEmpty(Range) && string.IsNullOrEmpty(From))
  {
- nvc.Add("range", Range);
+ qsb.Add("range", Range);
  }
 
- return nvc;
+ if (Last > 0) qsb.Add("last", Last.ToString());
  }
  }
 }

IEXSharp/Model/Shared/Response/Financial.cs

@@ -1,4 +1,4 @@
-using System;
+using System;
 
 namespace IEXSharp.Model.Shared.Response
 {

IEXSharp/Service/Cloud/CoreData/StockFundamentals/IStockFundamentalsService.cs

@@ -101,6 +101,16 @@ public interface IStockFundamentalsService
  /// <returns></returns>
  Task<IEXResponse<FinancialResponse>> FinancialAsync(string symbol, int last = 1);
 
+ /// <summary>
+ /// <see cref="https://iexcloud.io/docs/api/#financials-as-reported"/>
+ /// As reported financials are pulled directly from the raw SEC filings. Returns raw financial data reported in 10-K and 10-Q filings
+ /// </summary>
+ /// <param name="symbol"></param>
+ /// <param name="filing"></param>
+ /// <param name="timeSeries"></param>
+ /// <returns></returns>
+ Task<IEXResponse<IEnumerable<ReportedFinancialResponse>>> ReportedFinancialsAsync(string symbol, Filing filing = Filing.Quarterly, TimeSeries timeSeries = null);
+
  /// <summary>
  /// <see cref="https://iexcloud.io/docs/api/#financials"/>
  /// Financial Firms report financials in a different format than our 3rd party processes therefore our data is limited

IEXSharp/Service/Cloud/CoreData/StockFundamentals/StockFundamentalsService.cs

@@ -24,14 +24,7 @@ public async Task<IEXResponse<IEnumerable<AdvancedFundamentalsResponse>>> Advanc
 
  var qsb = new QueryStringBuilder();
 
- if (timeSeries != null)
- {
- var queryParams = timeSeries.TimeSeriesQueryParams();
- foreach (var nameValue in queryParams)
- {
- qsb.Add(nameValue.Key, nameValue.Value);
- }
- }
+ timeSeries?.AddTimeSeriesQueryParams(qsb);
 
  var pathNvc = new NameValueCollection
  {
@@ -119,6 +112,23 @@ public async Task<IEXResponse<string>> EarningFieldAsync(string symbol, string f
  public async Task<IEXResponse<FinancialResponse>> FinancialAsync(string symbol, int last = 1) =>
  await executor.SymbolLastExecuteAsync<FinancialResponse>("stock/[symbol]/financials/[last]", symbol, last);
 
+ public async Task<IEXResponse<IEnumerable<ReportedFinancialResponse>>> ReportedFinancialsAsync(string symbol, Filing filing = Filing.Quarterly, TimeSeries timeSeries = null)
+ {
+ const string urlPattern = "time-series/reported_financials/[symbol]/[filing]";
+
+ var qsb = new QueryStringBuilder();
+
+ timeSeries?.AddTimeSeriesQueryParams(qsb);
+
+ var pathNvc = new NameValueCollection
+ {
+ {"symbol", symbol},
+ {"filing", filing.GetDescriptionFromEnum()}
+ };
+
+ return await executor.ExecuteAsync<IEnumerable<ReportedFinancialResponse>>(urlPattern, pathNvc, qsb);
+ }
+
  public async Task<IEXResponse<string>> FinancialFieldAsync(string symbol, string field, int last = 1) =>
  await executor.SymbolLastFieldExecuteAsync("stock/[symbol]/financials/[last]/[field]", symbol, field, last);
 

IEXSharpTest/Cloud/CoreData/StockFundamentalsTest.cs

@@ -1,4 +1,5 @@
 using System;
+using System.Collections.Generic;
 using System.Linq;
 using System.Threading.Tasks;
 using IEXSharp;
@@ -161,6 +162,30 @@ public async Task FinancialAsyncTest(string symbol, int last)
  Assert.GreaterOrEqual(response.Data.financials.Count, 1);
  }
 
+ public static List<TestCaseData> ReportedFinancialsTestCaseSourceData()
+ {
+ return new List<TestCaseData>{
+ new TestCaseData("AAPL", Filing.Quarterly, null),
+ new TestCaseData("AAPL", Filing.Quarterly, new TimeSeries(TimeSeriesPeriod.Quarterly).SetLast(2)),
+ new TestCaseData("AAPL", Filing.Quarterly, new TimeSeries(TimeSeriesPeriod.Annual).SetLast(2)),
+ new TestCaseData("AAPL", Filing.Quarterly, new TimeSeries(TimeSeriesPeriod.Quarterly).SetDateRange(new DateTime(2019,1,1), new DateTime(2021,1,1)))
+ };
+ }
+
+ [Test]
+ [TestCaseSource("ReportedFinancialsTestCaseSourceData")]
+ public async Task ReportedFinancialsTest(string symbol, Filing filing, TimeSeries timeSeries = null)
+ {
+ var response = await sandBoxClient.StockFundamentals.ReportedFinancialsAsync(symbol, filing, timeSeries);
+
+ Assert.IsNull(response.ErrorMessage);
+ foreach (var data in response.Data)
+ {
+ Assert.IsNotNull(data);
+ Assert.IsNotNull(data.AccountsPayableCurrent);
+ }
+ }
+
  [Test]
  [TestCase("AAPL", "grossProfit", 1)]
  [TestCase("FB", "grossProfit", 2)]