adds AlphaVantage to historical_eps (#6155)

6 files changed, 379 insertions, 0 deletions

diff --git a/openbb_platform/extensions/equity/integration/test_equity_api.py b/openbb_platform/extensions/equity/integration/test_equity_api.py
index 7b407ce038e..66b8d5acb04 100644
--- a/openbb_platform/extensions/equity/integration/test_equity_api.py
+++ b/openbb_platform/extensions/equity/integration/test_equity_api.py
@@ -1693,6 +1693,14 @@ def test_equity_market_snapshots(params, headers):
     "params",
     [
         ({"symbol": "AAPL", "limit": 5, "provider": "fmp"}),
+        (
+            {
+                "symbol": "AAPL",
+                "period": "quarter",
+                "limit": 5,
+                "provider": "alpha_vantage",
+            }
+        ),
     ],
 )
 @pytest.mark.integration
diff --git a/openbb_platform/extensions/equity/integration/test_equity_python.py b/openbb_platform/extensions/equity/integration/test_equity_python.py
index 13536bc1216..46b11b30f3a 100644
--- a/openbb_platform/extensions/equity/integration/test_equity_python.py
+++ b/openbb_platform/extensions/equity/integration/test_equity_python.py
@@ -1587,6 +1587,14 @@ def test_equity_market_snapshots(params, obb):
     "params",
     [
         ({"symbol": "AAPL", "limit": 5, "provider": "fmp"}),
+        (
+            {
+                "symbol": "AAPL",
+                "period": "quarter",
+                "limit": 5,
+                "provider": "alpha_vantage",
+            }
+        ),
     ],
 )
 @pytest.mark.integration
diff --git a/openbb_platform/providers/alpha_vantage/openbb_alpha_vantage/__init__.py b/openbb_platform/providers/alpha_vantage/openbb_alpha_vantage/__init__.py
index 85fd1b59985..b8591af6750 100644
--- a/openbb_platform/providers/alpha_vantage/openbb_alpha_vantage/__init__.py
+++ b/openbb_platform/providers/alpha_vantage/openbb_alpha_vantage/__init__.py
@@ -1,6 +1,7 @@
 """Alpha Vantage Provider module."""
 
 from openbb_alpha_vantage.models.equity_historical import AVEquityHistoricalFetcher
+from openbb_alpha_vantage.models.historical_eps import AVHistoricalEpsFetcher
 from openbb_core.provider.abstract.provider import Provider
 
 alpha_vantage_provider = Provider(
@@ -16,5 +17,6 @@ alpha_vantage_provider = Provider(
     credentials=["api_key"],
     fetcher_dict={
         "EquityHistorical": AVEquityHistoricalFetcher,
+        "HistoricalEps": AVHistoricalEpsFetcher,
     },
 )
diff --git a/openbb_platform/providers/alpha_vantage/openbb_alpha_vantage/models/historical_eps.py b/openbb_platform/providers/alpha_vantage/openbb_alpha_vantage/models/historical_eps.py
new file mode 100644
index 00000000000..ccb38ec5f6f
--- /dev/null
+++ b/openbb_platform/providers/alpha_vantage/openbb_alpha_vantage/models/historical_eps.py
@@ -0,0 +1,158 @@
+"""AlphaVantage Historical EPS Model."""
+
+# pylint: disable=unused-argument
+
+import warnings
+from datetime import date as dateType
+from typing import Any, Dict, List, Literal, Optional, Union
+
+from openbb_core.provider.abstract.fetcher import Fetcher
+from openbb_core.provider.standard_models.historical_eps import (
+    HistoricalEpsData,
+    HistoricalEpsQueryParams,
+)
+from openbb_core.provider.utils.descriptions import QUERY_DESCRIPTIONS
+from openbb_core.provider.utils.errors import EmptyDataError
+from openbb_core.provider.utils.helpers import (
+    ClientResponse,
+    ClientSession,
+    amake_requests,
+)
+from pydantic import Field, field_validator
+
+_warn = warnings.warn
+
+
+class AlphaVantageHistoricalEpsQueryParams(HistoricalEpsQueryParams):
+    """
+    AlphaVantage Historical EPS Query Params.
+
+    Source: https://www.alphavantage.co/documentation/#earnings
+    """
+
+    __json_schema_extra__ = {"symbol": ["multiple_items_allowed"]}
+
+    period: Literal["annual", "quarter"] = Field(
+        default="quarter", description=QUERY_DESCRIPTIONS.get("period", "")
+    )
+    limit: Optional[int] = Field(
+        default=None, description=QUERY_DESCRIPTIONS.get("limit", "")
+    )
+
+
+class AlphaVantageHistoricalEpsData(HistoricalEpsData):
+    """AlphaVantage Historical EPS Data."""
+
+    __alias_dict__ = {
+        "date": "fiscalDateEnding",
+        "eps_actual": "reportedEPS",
+        "eps_estimated": "estimatedEPS",
+        "surprise_percent": "surprisePercentage",
+        "reported_date": "reportedDate",
+    }
+
+    surprise: Optional[float] = Field(
+        default=None,
+        description="Surprise in EPS (Actual - Estimated).",
+    )
+    surprise_percent: Optional[Union[float, str]] = Field(
+        default=None,
+        description="EPS surprise as a normalized percent.",
+        json_schema_extra={"x-unit_measurement": "percent", "x-frontend_multiply": 100},
+    )
+    reported_date: Optional[dateType] = Field(
+        default=None,
+        description="Date of the earnings report.",
+    )
+
+    @field_validator(
+        "eps_estimated",
+        "eps_actual",
+        "surprise",
+        mode="before",
+        check_fields=False,
+    )
+    @classmethod
+    def validate_null(cls, v):
+        """Clean None returned as a string."""
+        return None if str(v).strip() == "None" or str(v) == "0" else v
+
+    @field_validator("surprise_percent", mode="before", check_fields=False)
+    @classmethod
+    def normalize_percent(cls, v):
+        """Normalize percent values."""
+        if isinstance(v, str) and v == "None" or str(v) == "0":
+            return None
+        return float(v) / 100
+
+
+class AVHistoricalEpsFetcher(
+    Fetcher[AlphaVantageHistoricalEpsQueryParams, List[AlphaVantageHistoricalEpsData]]
+):
+    """AlphaVantage Historical EPS Fetcher."""
+
+    @staticmethod
+    def transform_query(params: Dict[str, Any]) -> AlphaVantageHistoricalEpsQueryParams:
+        """Transform the query params."""
+        return AlphaVantageHistoricalEpsQueryParams(**params)
+
+    @staticmethod
+    async def aextract_data(
+        query: AlphaVantageHistoricalEpsQueryParams,
+        credentials: Optional[Dict[str, str]],
+        **kwargs: Any,
+    ) -> List[Dict]:
+        """Return the raw data from the AlphaVantage endpoint."""
+
+        api_key = credentials.get("alpha_vantage_api_key") if credentials else ""
+
+        BASE_URL = "https://www.alphavantage.co/query?function=EARNINGS&"
+
+        # We are allowing multiple symbols to be passed in the query, so we need to handle that.
+        symbols = query.symbol.split(",")
+
+        urls = [f"{BASE_URL}symbol={symbol}&apikey={api_key}" for symbol in symbols]
+
+        results = []
+
+        # We need to make a custom callback function for this async request.
+        async def response_callback(response: ClientResponse, _: ClientSession):
+            """Response callback function."""
+            symbol = response.url.query.get("symbol", None)
+            data = await response.json()
+            target = (
+                "annualEarnings" if query.period == "annual" else "quarterlyEarnings"
+            )
+            result = []
+            # If data is returned, append it to the results list.
+            if data:
+                result = [
+                    {
+                        "symbol": symbol,
+                        **d,
+                    }
+                    for d in data.get(target, [])  # type: ignore
+                ]
+                if query.limit is not None:
+                    results.extend(result[: query.limit])
+                else:
+                    results.extend(result)
+
+            # If no data is returned, raise a warning and move on to the next symbol.
+            if not data:
+                _warn(f"Symbol Error: No data found for {symbol}")
+
+        await amake_requests(urls, response_callback, **kwargs)  # type: ignore
+
+        return results
+
+    @staticmethod
+    def transform_data(
+        query: AlphaVantageHistoricalEpsQueryParams,
+        data: List[Dict],
+        **kwargs: Any,
+    ) -> List[AlphaVantageHistoricalEpsData]:
+        """Transform the raw data into the standard model."""
+        if not data:
+            raise EmptyDataError("No data found.")
+        return [AlphaVantageHistoricalEpsData.model_validate(d) for d in data]
diff --git a/openbb_platform/providers/alpha_vantage/tests/record/http/test_alpha_vantage_fetchers/test_av_historical_eps_fetcher.yaml b/openbb_platform/providers/alpha_vantage/tests/record/http/test_alpha_vantage_fetchers/test_av_historical_eps_fetcher.yaml
new file mode 100644
index 00000000000..d0b62cfc85a
--- /dev/null
+++ b/openbb_platform/providers/alpha_vantage/tests/record/http/test_alpha_vantage_fetchers/test_av_historical_eps_fetcher.yaml
@@ -0,0 +1,193 @@
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+      Accept-Encoding:
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+      Connection:
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+    uri: https://www.alphavantage.co/query?apikey=MOCK_API_KEY&function=EARNINGS&symbol=AAPL
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diff --git a/openbb_platform/providers/alpha_vantage/tests/test_alpha_vantage_fetchers.py b/openbb_platform/providers/alpha_vantage/tests/test_alpha_vantage_fetchers.py
index 9c9c23d97cc..f3d7061c1ed 100644
--- a/openbb_platform/providers/alpha_vantage/tests/test_alpha_vantage_fetchers.py
+++ b/openbb_platform/providers/alpha_vantage/tests/test_alpha_vantage_fetchers.py
@@ -2,6 +2,7 @@ from datetime import date
 
 import pytest
 from openbb_alpha_vantage.models.equity_historical import AVEquityHistoricalFetcher
+from openbb_alpha_vantage.models.historical_eps import AVHistoricalEpsFetcher
 from openbb_core.app.service.user_service import UserService
 
 test_credentials = UserService().default_user_settings.credentials.model_dump(
@@ -32,3 +33,12 @@ def test_av_equity_historical_fetcher(credentials=test_credentials):
     fetcher = AVEquityHistoricalFetcher()
     result = fetcher.test(params, credentials)
     assert result is None
+
+
+@pytest.mark.record_http
+def test_av_historical_eps_fetcher(credentials=test_credentials):
+    params = {"symbol": "AAPL,MSFT", "period": "quarter", "limit": 4}
+
+    fetcher = AVHistoricalEpsFetcher()
+    result = fetcher.test(params, credentials)
+    assert result is None