phase-6: typescript introduction

2026-06-04 22:16:48 -04:00
parent 96e2840b9b
commit c1b3b26caa
69 changed files with 2323 additions and 1036 deletions
@@ -0,0 +1,137 @@
+import type { AssetType } from '../types.js';
+
+// Shape of the raw Yahoo Finance summary payload (loosely typed — fields vary by asset)
+type YahooSummary = Record<string, Record<string, unknown>>;
+
+interface MappedData {
+  type: AssetType;
+  ticker: string;
+  [key: string]: unknown;
+}
+
+export const mapToStandardFormat = (ticker: string, summary: YahooSummary): MappedData => {
+  const quoteType = summary.price?.quoteType as string | undefined;
+  const category = ((summary.assetProfile?.category as string) || '').toLowerCase();
+  const yieldVal = (summary.summaryDetail?.trailingAnnualDividendYield as number) ?? 0;
+
+  const isBond =
+    category.includes('bond') ||
+    category.includes('fixed income') ||
+    category.includes('treasury') ||
+    (quoteType === 'ETF' && yieldVal > 0.02 && category === '');
+
+  if (quoteType === 'ETF') {
+    return isBond
+      ? { type: 'BOND', ticker, ...mapBondData(summary) }
+      : { type: 'ETF', ticker, ...mapEtfData(summary) };
+  }
+
+  return { type: 'STOCK', ticker, ...mapStockData(summary) };
+};
+
+const mapStockData = (summary: YahooSummary) => {
+  const fd = (summary.financialData ?? {}) as Record<string, number | null>;
+  const ks = (summary.defaultKeyStatistics ?? {}) as Record<string, number | null>;
+  const sd = (summary.summaryDetail ?? {}) as Record<string, number | null>;
+  const pr = (summary.price ?? {}) as Record<string, number | null>;
+
+  const currentPrice = pr.regularMarketPrice ?? 0;
+  const sharesOutstanding = ks.sharesOutstanding ?? 0;
+  const operatingCashflow = fd.operatingCashflow ?? 0;
+  const freeCashflow = fd.freeCashflow ?? 0;
+
+  // P/FFO proxy — used for REIT scoring
+  const pFFO =
+    operatingCashflow != null &&
+    operatingCashflow > 0 &&
+    sharesOutstanding != null &&
+    sharesOutstanding > 0
+      ? (currentPrice as number) / (operatingCashflow / sharesOutstanding)
+      : null;
+
+  // FCF yield — negative FCF preserved so cash-burning companies fail the gate
+  const fcfYield =
+    freeCashflow !== 0 &&
+    sharesOutstanding != null &&
+    sharesOutstanding > 0 &&
+    currentPrice != null &&
+    currentPrice > 0
+      ? ((freeCashflow as number) / (sharesOutstanding as number) / (currentPrice as number)) * 100
+      : null;
+
+  // PEG: prefer Yahoo's value, fall back to trailingPE / earningsGrowth
+  const yahoosPEG = ks.pegRatio ?? null;
+  const trailingPE = sd.trailingPE ?? null;
+  const earningsGrowth = fd.earningsGrowth != null ? (fd.earningsGrowth as number) * 100 : null;
+  const computedPEG =
+    trailingPE != null && earningsGrowth != null && earningsGrowth > 0
+      ? +((trailingPE as number) / earningsGrowth).toFixed(2)
+      : null;
+  const pegRatio = yahoosPEG ?? computedPEG;
+
+  // Quick ratio — fall back to currentRatio when missing
+  const quickRatio = fd.quickRatio ?? fd.currentRatio ?? null;
+
+  return {
+    peRatio: trailingPE ?? ks.forwardPE,
+    trailingPE,
+    pegRatio,
+    priceToBook: ks.priceToBook ?? null,
+    evToEbitda: ks.enterpriseToEbitda ?? null,
+    netProfitMargin: fd.profitMargins != null ? (fd.profitMargins as number) * 100 : null,
+    operatingMargin: fd.operatingMargins != null ? (fd.operatingMargins as number) * 100 : null,
+    returnOnEquity: fd.returnOnEquity != null ? (fd.returnOnEquity as number) * 100 : null,
+    revenueGrowth: fd.revenueGrowth != null ? (fd.revenueGrowth as number) * 100 : null,
+    earningsGrowth,
+    debtToEquity: fd.debtToEquity != null ? (fd.debtToEquity as number) / 100 : null,
+    quickRatio,
+    fcfYield,
+    pFFO,
+    dividendYield:
+      sd.trailingAnnualDividendYield != null
+        ? (sd.trailingAnnualDividendYield as number) * 100
+        : null,
+    beta: sd.beta ?? null,
+    week52High: sd.fiftyTwoWeekHigh ?? null,
+    week52Low: sd.fiftyTwoWeekLow ?? null,
+    currentPrice,
+    assetProfile: summary.assetProfile || {},
+  };
+};
+
+const mapEtfData = (summary: YahooSummary) => ({
+  expenseRatio: ((summary.summaryDetail?.expenseRatio as number) ?? 0) * 100,
+  totalAssets: (summary.summaryDetail?.totalAssets as number) ?? 0,
+  yield: ((summary.summaryDetail?.trailingAnnualDividendYield as number) ?? 0) * 100,
+  fiveYearReturn: ((summary.defaultKeyStatistics?.fiveYearAverageReturn as number) ?? 0) * 100,
+  volume:
+    (summary.summaryDetail?.averageVolume as number) ??
+    (summary.price?.averageVolume as number) ??
+    0,
+  currentPrice: (summary.price?.regularMarketPrice as number) ?? 0,
+});
+
+const inferCreditRating = (category: string | undefined): string => {
+  const cat = (category || '').toLowerCase();
+  if (cat.includes('government') || cat.includes('treasury')) return 'AAA';
+  if (cat.includes('muni')) return 'AA';
+  if (cat.includes('high yield') || cat.includes('junk')) return 'BB';
+  if (cat.includes('corporate') || cat.includes('investment grade')) return 'A';
+  return 'BBB';
+};
+
+const inferDuration = (category: string | undefined): number => {
+  const cat = (category || '').toLowerCase();
+  if (cat.includes('short') || cat.includes('ultrashort') || cat.includes('1-3')) return 2;
+  if (cat.includes('intermediate') || cat.includes('3-7') || cat.includes('3-10')) return 5;
+  if (cat.includes('long') || cat.includes('10+') || cat.includes('20+')) return 18;
+  if (cat.includes('target maturity') || cat.includes('defined maturity')) return 4;
+  return 6;
+};
+
+const mapBondData = (summary: YahooSummary) => ({
+  yieldToMaturity: ((summary.summaryDetail?.yield as number) ?? 0) * 100,
+  duration: inferDuration(summary.assetProfile?.category as string),
+  creditRating: inferCreditRating(summary.assetProfile?.category as string),
+  currentPrice: (summary.price?.regularMarketPrice as number) ?? 0,
+});