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67 lines
1.8 KiB
Python
67 lines
1.8 KiB
Python
from dataclasses import dataclass
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from typing import Optional, List
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@dataclass
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class DividendsData:
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previous_payment: Optional[str] = None
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previous_pay_date: Optional[str] = None
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previous_ex_date: Optional[str] = None
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frequency: Optional[str] = None
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annual_dividend_rate: Optional[str] = None
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annual_dividend_yield: Optional[str] = None
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@dataclass
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class MorningstarPdfData:
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fair_value: Optional[str] = None
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economic_moat: Optional[str] = None
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capital_allocation: Optional[str] = None
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rating: Optional[int] = None
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one_star_price: Optional[str] = None
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five_star_price: Optional[str] = None
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assessment: Optional[str] = None
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range_52_week: Optional[str] = None
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dividend_yield: Optional[str] = None
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investment_style: Optional[str] = None
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report_url: Optional[str] = None
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report_date: Optional[str] = None
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@dataclass
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class ScrapeResult:
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ticker: str
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company_name: Optional[str]
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dividends: DividendsData
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morningstar: MorningstarPdfData
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source: str # "live" | "cache"
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# -------------------- Transactions Feature --------------------
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@dataclass
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class AccountInfo:
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account_type: str # e.g., "Joint", "IRA", "Individual"
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account_ending: str # e.g., "604", "197", "873"
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full_description: str # e.g., "Joint …604 (Account ending in 6 0 4)"
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is_selected: bool = False
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@dataclass
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class TransactionRecord:
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date: str
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action: str
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symbol: Optional[str]
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description: str
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quantity: Optional[str]
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price: Optional[str]
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fees_comm: Optional[str]
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amount: Optional[str]
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@dataclass
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class TransactionData:
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account_info: AccountInfo
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transactions: List[TransactionRecord]
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date_range: str
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export_date: str
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total_transactions: int
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source: str # "live" | "cache"
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