frontend/src/lib/components/AnalystEstimate.svelte
2024-08-07 10:23:01 +02:00

374 lines
15 KiB
Svelte

<script lang='ts'>
import {analystEstimateComponent, stockTicker, screenWidth, getCache, setCache} from '$lib/store';
import InfoModal from '$lib/components/InfoModal.svelte';
import { LayerCake, Html } from 'layercake';
import Scatter from '$lib/components/Scatter//Scatter.html.svelte';
import AxisX from '$lib/components/Scatter//AxisX.html.svelte';
import AxisY from '$lib/components/Scatter//AxisY.html.svelte';
export let data;
let analystEstimateList = [];
let isLoaded = false;
let deactivateContent = data?.user?.tier === 'Pro' ? false : true;
let dataset = [];
let xData = [];
let displayData = 'Revenue';
let displayRevenueUnit = 'Billions';
let displayNetIncomeUnit = 'Billions';
let displayEBITDAUnit = 'Billions';
function changeStatement(event)
{
displayData = event.target.value;
}
function determineDisplayUnit(value) {
if (Math?.abs(value) >= 1e10) {
return { unit: '100 Billions', denominator: 10e10 };
} else if (Math?.abs(value) >= 1e9) {
return { unit: '10 Billions', denominator: 1e10 };
} else if (Math?.abs(value) >= 1e7) {
return { unit: 'Billions', denominator: 1e9 };
} else if (Math?.abs(value) >= 1e5) {
return { unit: 'Millions', denominator: 1e6 };
} else {
return { unit: '', denominator: 1 };
}
}
const xKey = 'FY';
const yKey = 'val';
const r = 5;
const padding = 2.5;
let tableDataActual = [];
let tableDataForecast = []
const getAnalystEstimate = async (ticker) => {
// Get cached data for the specific tickerID
const cachedData = getCache(ticker, 'getAnalystEstimate');
if (cachedData) {
analystEstimateList = cachedData;
} else {
const postData = {'ticker': ticker};
// make the POST request to the endpoint
const response = await fetch(data?.apiURL + '/analyst-estimate', {
method: 'POST',
headers: {
"Content-Type": "application/json", "X-API-KEY": data?.apiKey
},
body: JSON.stringify(postData)
});
analystEstimateList = await response?.json();
// Cache the data for this specific tickerID with a specific name 'getAnalystEstimate'
setCache(ticker, analystEstimateList, 'getAnalystEstimate');
}
if(analystEstimateList?.length !== 0) {
$analystEstimateComponent = true;
} else {
$analystEstimateComponent = false;
}
};
//To-do: Optimize this piece of shit
function prepareData(analystEstimateList) {
dataset = [];
tableDataActual = [];
tableDataForecast = [];
xData = analystEstimateList?.slice(-7)?.map(({ date }) => Number(String(date)?.slice(-2)));
if(displayData === 'Revenue') {
const { unit, denominator } = determineDisplayUnit(analystEstimateList?.at(-1)?.estimatedRevenueAvg);
displayRevenueUnit = unit;
analystEstimateList?.slice(-7)?.forEach(item => {
tableDataActual?.push({ 'FY': Number(String(item?.date)?.slice(-2)), 'val': (item?.revenue/ denominator)?.toFixed(2)});
tableDataForecast?.push({ 'FY': Number(String(item?.date)?.slice(-2)), 'val': (item?.estimatedRevenueAvg/denominator)?.toFixed(2)});
if (item?.revenue !== null) {
dataset?.push({ 'FY': Number(String(item?.date)?.slice(-2)), 'val': (item?.revenue/denominator)?.toFixed(2), 'dataset': 'actual' });
}
dataset?.push({ 'FY': Number(String(item?.date)?.slice(-2)), 'val': item?.estimatedRevenueAvg !== null ? (item?.estimatedRevenueAvg / denominator)?.toFixed(2) : null, 'dataset': 'forecast' });
});
}
else if(displayData === 'Net Income') {
const { unit, denominator } = analystEstimateList?.at(-2)?.estimatedNetIncomeAvg !== 0 ? determineDisplayUnit(analystEstimateList?.at(-2)?.estimatedNetIncomeAvg) : determineDisplayUnit(analystEstimateList?.at(-1)?.netIncome);
displayNetIncomeUnit = unit;
analystEstimateList?.slice(-7)?.forEach(item => {
tableDataActual?.push({ 'FY': Number(String(item?.date)?.slice(-2)), 'val': (item?.netIncome / denominator)?.toFixed(2)});
tableDataForecast?.push({ 'FY': Number(String(item?.date)?.slice(-2)), 'val': (item?.estimatedNetIncomeAvg / denominator)?.toFixed(2)});
if (item?.netIncome !== null) {
dataset?.push({ 'FY': Number(String(item?.date)?.slice(-2)), 'val': (item?.netIncome / denominator)?.toFixed(2), 'dataset': 'actual' });
}
dataset?.push({ 'FY': Number(String(item?.date)?.slice(-2)), 'val': item?.estimatedNetIncomeAvg !== null ? (item?.estimatedNetIncomeAvg / denominator)?.toFixed(2) : null, 'dataset': 'forecast' });
});
}
else if(displayData === 'EPS') {
analystEstimateList?.slice(-7)?.forEach(item => {
tableDataActual?.push({ 'FY': Number(String(item?.date)?.slice(-2)), 'val': item?.eps?.toFixed(2) ?? null});
tableDataForecast?.push({ 'FY': Number(String(item?.date)?.slice(-2)), 'val': item?.estimatedEpsAvg?.toFixed(2)});
if (item?.eps !== null) {
dataset?.push({ 'FY': Number(String(item?.date)?.slice(-2)), 'val': item?.eps, 'dataset': 'actual' });
}
dataset?.push({ 'FY': Number(String(item?.date)?.slice(-2)), 'val': item?.estimatedEpsAvg !== null ? item?.estimatedEpsAvg : null, 'dataset': 'forecast' });
});
}
else if(displayData === 'EBITDA') {
const { unit, denominator } = determineDisplayUnit(analystEstimateList?.at(-1)?.estimatedEbitdaAvg);
displayEBITDAUnit = unit;
analystEstimateList?.slice(-7)?.forEach(item => {
tableDataActual?.push({ 'FY': Number(String(item?.date)?.slice(-2)), 'val': (item?.ebitda/ denominator)?.toFixed(2)});
tableDataForecast?.push({ 'FY': Number(String(item?.date)?.slice(-2)), 'val': (item?.estimatedEbitdaAvg/ denominator)?.toFixed(2)});
if (item?.ebitda !== null) {
dataset?.push({ 'FY': Number(String(item?.date)?.slice(-2)), 'val': (item?.ebitda / denominator)?.toFixed(2), 'dataset': 'actual' });
}
dataset?.push({ 'FY': Number(String(item?.date)?.slice(-2)), 'val': item?.estimatedEbitdaAvg !== null ? (item?.estimatedEbitdaAvg / denominator)?.toFixed(2) : null, 'dataset': 'forecast' });
});
}
}
$: {
if ($stockTicker && displayData && typeof window !== 'undefined')
{
isLoaded = false;
const asyncFunctions = [
getAnalystEstimate($stockTicker)
];
Promise.all(asyncFunctions)
.then((results) => {
prepareData(analystEstimateList)
})
.catch((error) => {
console.error('An error occurred:', error);
});
isLoaded = true;
}
}
</script>
<section class="overflow-hidden text-white h-full pb-8 sm:pb-2">
<main class="overflow-hidden ">
<div class="w-fit sm:w-full m-auto mt-5 sm:mt-0">
<div class="flex flex-row items-center">
<label for="predictiveFundamentalsInfo" class="mr-1 cursor-pointer flex flex-row items-center text-white text-xl sm:text-3xl font-bold">
Predictive Fundamentals
</label>
<InfoModal
title={"Predictive Fundamentals"}
content={`If quarterly earnings for a year are incomplete, we offer a summarized view based on available data. For instance, if the Q4 report is missing, we display revenue as X, reflecting the sum of Q1-Q3 only. Q4 data will be added later when available.`}
id={"predictiveFundamentalsInfo"}
/>
</div>
<div class="text-white text-[1rem] mt-1 sm:mt-3 mb-1 w-full sm:w-5/6">
We analyze insights from various analysts to offer both historical and future fundamental data forecasts.
</div>
{#if data?.user?.tier === 'Pro'}
{#if isLoaded}
{#if analystEstimateList?.length !== 0}
<select class="mt-5 mb-5 sm:mb-0 sm:mt-3 ml-1 w-44 select select-bordered select-sm p-0 pl-5 overflow-y-auto bg-[#2A303C]" on:change={changeStatement}>
<option disabled>Choose Fundamental Data</option>
<option disabled={deactivateContent} value="EPS">
{!deactivateContent ? 'EPS' : 'EPS (Pro Only)'}
</option>
<option disabled={deactivateContent} value="EBITDA">
{!deactivateContent ? `EBITDA in ${displayEBITDAUnit}` : 'EBITDA (Pro Only)'}
</option>
<option value="Net Income">
Net Income in {displayNetIncomeUnit}
</option>
<option value="Revenue" selected>Revenue in {displayRevenueUnit}</option>
</select>
<div class="flex flex-row items-center ml-2 sm:ml-0 justify-start w-[90vw] sm:w-full h-[220px] sm:h-[250px] sm:pl-3 sm:pr-3 pt-4 pb-5 mt-5 sm:mt-10">
<div class="chart-container h-[250px]">
<LayerCake
ssr={true}
percentRange={true}
padding={{ top: 0, right: 0, bottom: 30, left: 0 }}
x={xKey}
y={yKey}
xPadding={[padding, padding]}
yPadding={[padding, padding]}
data={dataset}
position={'relative'}
>
<Html>
<AxisX ticks={xData}/>
<AxisY/>
<Scatter
{r}
/>
</Html>
</LayerCake>
</div>
</div>
<div class="flex flex-row items-center justify-between m-auto mt-10">
<div class="flex flex-row items-center w-1/2 sm:w-full justify-center">
<div class="h-full bg-gray-800 transform -translate-x-1/2 " aria-hidden="true"></div>
<div class="w-3 h-3 bg-[#3B82F6] border-4 box-content border-gray-900 rounded-full transform -translate-x-1/2" aria-hidden="true"></div>
<span class="text-white text-sm sm:text-md sm:font-medium inline-block">
Analyst Forecast
</span>
</div>
<div class="flex flex-row items-center w-1/2 sm:w-full justify-center">
<div class="h-full bg-gray-800 transform -translate-x-1/2 " aria-hidden="true"></div>
<div class="w-3 h-3 bg-[#0FC008] border-4 box-content border-gray-900 rounded-full transform -translate-x-1/2" aria-hidden="true"></div>
<span class="text-white text-sm sm:text-md sm:font-medium inline-block">
Actual
</span>
</div>
</div>
<div class="no-scrollbar flex justify-start items-center w-screen sm:w-full mt-6 m-auto rounded-none sm:rounded-lg overflow-hidden overflow-x-scroll">
<table class="table table-sm shaodow table-pin-cols table-compact rounded-none sm:rounded-md w-full bg-[#09090B] border-bg-[#09090B]">
<thead class="">
<tr class="">
<th class="bg-[#09090B] border-b border-[#000] text-white font-semibold text-sm text-start">Year</th>
{#each ($screenWidth >= 640 ? xData?.slice(-6) : xData) as item}
<td class="z-20 bg-[#09090B] border-b border-[#000] text-white font-semibold text-sm text-center bg-[#09090B]">{'FY'+item}</td>
{/each}
</tr>
</thead>
<tbody class="shadow-md">
<tr class="bg-[#09090B] border-b-[#09090B]">
<th class="text-white text-start font-medium bg-[#09090B] border-b border-[#09090B]">
Forecast
</th>
{#each ($screenWidth >= 640 ? tableDataForecast?.slice(-6) : tableDataForecast) as item}
<td class="text-white text-center font-medium border-b border-[#09090B]">
{(item?.val === '0.00' || item?.val === null) ? '-' : item?.val}
</td>
{/each}
</tr>
<tr class="bg-[#09090B] border-b-[#09090B]">
<th class="bg-[#09090B] text-white text-start font-medium bg-[#09090B] border-b border-[#09090B]">
Actual
</th>
{#each ($screenWidth >= 640 ? tableDataActual?.slice(-6) : tableDataActual) as item}
<td class="text-white text-center font-medium bg-[#09090B]">
{(item?.val === '0.00' || item?.val === null) ? '-' : item?.val}
</td>
{/each}
</tr>
</tbody>
</table>
</div>
{/if}
{:else}
<div class="flex justify-center items-center h-80">
<div class="relative">
<label class="bg-[#09090B] rounded-xl h-14 w-14 flex justify-center items-center absolute top-1/2 left-1/2 transform -translate-x-1/2 -translate-y-1/2">
<span class="loading loading-spinner loading-md"></span>
</label>
</div>
</div>
{/if}
{:else}
<div class="shadow-lg shadow-bg-[#000] bg-[#111112] sm:bg-opacity-[0.5] text-sm sm:text-[1rem] rounded-md w-full p-4 min-h-24 mt-4 text-white m-auto flex justify-center items-center text-center font-semibold">
<svg class="mr-1.5 w-5 h-5 inline-block"xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path fill="#A3A3A3" d="M17 9V7c0-2.8-2.2-5-5-5S7 4.2 7 7v2c-1.7 0-3 1.3-3 3v7c0 1.7 1.3 3 3 3h10c1.7 0 3-1.3 3-3v-7c0-1.7-1.3-3-3-3M9 7c0-1.7 1.3-3 3-3s3 1.3 3 3v2H9z"/></svg>
Unlock content with <a class="inline-block ml-2 text-blue-400 hover:sm:text-white" href="/pricing">Pro Subscription</a>
</div>
{/if}
</div>
</main>
</section>
<style>
/*
The wrapper div needs to have an explicit width and height in CSS.
It can also be a flexbox child or CSS grid element.
The point being it needs dimensions since the <LayerCake> element will
expand to fill it.
*/
.chart-container {
width: 100%;
height: 100%;
max-height: 250px;
}
</style>