File: Quote.pm

package info (click to toggle)
libfinance-quote-perl 1.17%2Bgit20120506-1%2Bdeb7u1
  • links: PTS
  • area: main
  • in suites: wheezy
  • size: 1,244 kB
  • sloc: perl: 7,510; makefile: 10
file content (1179 lines) | stat: -rw-r--r-- 38,378 bytes parent folder | download
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
677
678
679
680
681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
796
797
798
799
800
801
802
803
804
805
806
807
808
809
810
811
812
813
814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
851
852
853
854
855
856
857
858
859
860
861
862
863
864
865
866
867
868
869
870
871
872
873
874
875
876
877
878
879
880
881
882
883
884
885
886
887
888
889
890
891
892
893
894
895
896
897
898
899
900
901
902
903
904
905
906
907
908
909
910
911
912
913
914
915
916
917
918
919
920
921
922
923
924
925
926
927
928
929
930
931
932
933
934
935
936
937
938
939
940
941
942
943
944
945
946
947
948
949
950
951
952
953
954
955
956
957
958
959
960
961
962
963
964
965
966
967
968
969
970
971
972
973
974
975
976
977
978
979
980
981
982
983
984
985
986
987
988
989
990
991
992
993
994
995
996
997
998
999
1000
1001
1002
1003
1004
1005
1006
1007
1008
1009
1010
1011
1012
1013
1014
1015
1016
1017
1018
1019
1020
1021
1022
1023
1024
1025
1026
1027
1028
1029
1030
1031
1032
1033
1034
1035
1036
1037
1038
1039
1040
1041
1042
1043
1044
1045
1046
1047
1048
1049
1050
1051
1052
1053
1054
1055
1056
1057
1058
1059
1060
1061
1062
1063
1064
1065
1066
1067
1068
1069
1070
1071
1072
1073
1074
1075
1076
1077
1078
1079
1080
1081
1082
1083
1084
1085
1086
1087
1088
1089
1090
1091
1092
1093
1094
1095
1096
1097
1098
1099
1100
1101
1102
1103
1104
1105
1106
1107
1108
1109
1110
1111
1112
1113
1114
1115
1116
1117
1118
1119
1120
1121
1122
1123
1124
1125
1126
1127
1128
1129
1130
1131
1132
1133
1134
1135
1136
1137
1138
1139
1140
1141
1142
1143
1144
1145
1146
1147
1148
1149
1150
1151
1152
1153
1154
1155
1156
1157
1158
1159
1160
1161
1162
1163
1164
1165
1166
1167
1168
1169
1170
1171
1172
1173
1174
1175
1176
1177
1178
1179
#!/usr/bin/perl -w
#
#    Copyright (C) 1998, Dj Padzensky <djpadz@padz.net>
#    Copyright (C) 1998, 1999 Linas Vepstas <linas@linas.org>
#    Copyright (C) 2000, Yannick LE NY <y-le-ny@ifrance.com>
#    Copyright (C) 2000, Paul Fenwick <pjf@cpan.org>
#    Copyright (C) 2000, Brent Neal <brentn@users.sourceforge.net>
#
#    This program is free software; you can redistribute it and/or modify
#    it under the terms of the GNU General Public License as published by
#    the Free Software Foundation; either version 2 of the License, or
#    (at your option) any later version.
#
#    This program is distributed in the hope that it will be useful,
#    but WITHOUT ANY WARRANTY; without even the implied warranty of
#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
#    GNU General Public License for more details.
#
#    You should have received a copy of the GNU General Public License
#    along with this program; if not, write to the Free Software
#    Foundation, Inc., 59 Temple Place - Suite 330, Boston, MA
#    02111-1307, USA
#
#
# This code derived from Padzensky's work on package Finance::YahooQuote,
# but extends its capabilites to encompas a greater number of data sources.
#
# This code was developed as part of GnuCash <http://www.gnucash.org/>

package Finance::Quote;
require 5.005;

use strict;
use Exporter ();
use Carp;
use Finance::Quote::UserAgent;
use HTTP::Request::Common;
use Encode;
use Data::Dumper;

use vars qw/@ISA @EXPORT @EXPORT_OK @EXPORT_TAGS
            $VERSION $TIMEOUT %MODULES %METHODS $AUTOLOAD
            $YAHOO_CURRENCY_URL $USE_EXPERIMENTAL_UA/;

# Call on the Yahoo API:
#  - "f=l1" should return a single value - the "Last Trade (Price Only)"
#  - "s=" the value of s should be "<FROM><TO>=X"
#         where <FROM> and <TO> are currencies
# Excample: http://finance.yahoo.com/d/quotes.csv?f=l1&s=AUDGBP=X
# Documentation can be found here:
#     http://code.google.com/p/yahoo-finance-managed/wiki/csvQuotesDownload
$YAHOO_CURRENCY_URL = "http://finance.yahoo.com/d/quotes.csv?e=.csv&f=l1&s=";

@ISA    = qw/Exporter/;
@EXPORT = ();
@EXPORT_OK = qw/yahoo yahoo_europe fidelity troweprice asx tiaacref
                currency_lookup/;
@EXPORT_TAGS = ( all => [@EXPORT_OK]);

$VERSION = '1.17';

$USE_EXPERIMENTAL_UA = 0;

# Autoload method for obsolete methods.  This also allows people to
# call methods that objects export without having to go through fetch.

sub AUTOLOAD {
  my $method = $AUTOLOAD;
  $method =~ s/.*:://;

  # Force the dummy object (and hence default methods) to be loaded.
  _dummy();

  # If the method we want is in %METHODS, then set up an appropriate
  # subroutine for it next time.

  if (exists($METHODS{$method})) {
    eval qq[sub $method {
      my \$this;
      if (ref \$_[0]) {
        \$this = shift;
      }
      \$this ||= _dummy();
      \$this->fetch("$method",\@_);
     }];
    carp $@ if $@;
    no strict 'refs'; # So we can use &$method
    return &$method(@_);
  }

  carp "$AUTOLOAD does not refer to a known method.";
}

# _load_module (private class method)
# _load_module loads a module(s) and registers its various methods for
# use.

sub _load_modules {
  my $class = shift;
  my $baseclass = ref $class || $class;

  my @modules = @_;

  # Go to each module and use them.  Also record what methods
  # they support and enter them into the %METHODS hash.

  foreach my $module (@modules) {
    my $modpath = "${baseclass}::${module}";
    unless (defined($MODULES{$modpath})) {

      # Have to use an eval here because perl doesn't
      # like to use strings.
      eval "use $modpath;";
      carp $@ if $@;
      $MODULES{$modpath} = 1;

      # Methodhash will continue method-name, function ref
      # pairs.
      my %methodhash = $modpath->methods;
      my %labelhash = $modpath->labels;

      # Find the labels that we can do currency conversion
      # on.

      my $curr_fields_func = $modpath->can("currency_fields")
            || \&default_currency_fields;

      my @currency_fields = &$curr_fields_func;

      # @currency_fields may contain duplicates.
      # This following chunk of code removes them.

      my %seen;
      @currency_fields=grep {!$seen{$_}++} @currency_fields;

      foreach my $method (keys %methodhash) {
        push (@{$METHODS{$method}},
          { function => $methodhash{$method},
            labels   => $labelhash{$method},
            currency_fields => \@currency_fields});
      }
    }
  }
}

# =======================================================================
# new (public class method)
#
# Returns a new Finance::Quote object.  If methods are asked for, then
# it will load the relevant modules.  With no arguments, this function
# loads a default set of methods.

sub new {
  my $self = shift;
  my $class = ref($self) || $self;

  my $this = {};
  bless $this, $class;

  my @modules = ();
  my @reqmodules = ();  # Requested modules.

  # If there's no argument list, but we have the appropriate
  # environment variable set, we'll use that instead.
  if ($ENV{FQ_LOAD_QUOTELET} and !@_) {
    @reqmodules = split(' ',$ENV{FQ_LOAD_QUOTELET});
  } else {
    @reqmodules = @_;
  }

  # If we get an empty new(), or one starting with -defaults,
  # then load up the default methods.
  if (!@reqmodules or $reqmodules[0] eq "-defaults") {
    shift(@reqmodules) if (@reqmodules);
    # Default modules
    @modules = qw/AEX AIAHK ASEGR ASX BMONesbittBurns BSERO Bourso Cdnfundlibrary
            Currencies Deka DWS FTPortfolios Fidelity FinanceCanada Fool HU
            GoldMoney HEX
            IndiaMutual LeRevenu ManInvestments Morningstar NZX Platinum SEB
            StockHouseCanada TSP TSX Tdefunds Tdwaterhouse Tiaacref Troweprice
            Trustnet Union USFedBonds VWD ZA Cominvest Finanzpartner
            Yahoo::Asia Yahoo::Australia Yahoo::Brasil Yahoo::Europe Yahoo::NZ
            Yahoo::USA/; }

  $this->_load_modules(@modules,@reqmodules);

  $this->{TIMEOUT} = $TIMEOUT if defined($TIMEOUT);
  $this->{FAILOVER} = 1;
  $this->{REQUIRED} = [];

  return $this;
}

# =======================================================================
# _dummy (private function)
#
# _dummy returns a Finance::Quote object.  I'd really rather not have
# this, but to maintain backwards compatibility we hold on to it.
{
  my $dummy_obj;
  sub _dummy {
    return $dummy_obj ||= Finance::Quote->new;
  }
}

# =======================================================================
# sources (public object method)
#
# sources returns a list of sources which can be passed to fetch to
# obtain information.
#
# Usage: @sources   = $quoter->sources();
#        $sourceref = $quoter->sources();

sub sources {
  return(wantarray ? keys %METHODS : [keys %METHODS]);
}


# =======================================================================
# currency (public object method)
#
# currency allows the conversion of one currency to another.
#
# Usage: $quoter->currency("USD","AUD");
#  $quoter->currency("15.95 USD","AUD");
#
# undef is returned upon error.

sub currency {
  my $this = shift if (ref($_[0]));
  $this ||= _dummy();

  my ($from, $to) = @_;
  return undef unless ($from and $to);

  $from =~ s/^\s*(\d*\.?\d*)\s*//;
  my $amount = $1 || 1;

  # Don't know if these have to be in upper case, but it's
  # better to be safe than sorry.
  $to = uc($to);
  $from = uc($from);

  return $amount if ($from eq $to); # Trivial case.

  my $ua = $this->user_agent;

  # The response should be a single value (the exchange rate)
  my $data = $ua->request(GET "${YAHOO_CURRENCY_URL}${from}${to}=X")->content;
  my $exchange_rate = $data;

  $exchange_rate =~ s/,// ; # solve a bug when conversion rate
                            # involves thousands. yahoo inserts
                            # a comma when thousands occur

  {
    local $^W = 0;  # Avoid undef warnings.

    # We force this to a number to avoid situations where
    # we may have extra cruft, or no amount.
    return undef unless ($exchange_rate+0);
  }

if ( $exchange_rate < 0.001 ) {
    # exchange_rate is too little. we'll get more accuracy by using
    # the inverse rate and inverse it
    my $inverse_rate = $this->currency( $to, $from );
    {
        local $^W = 0;
        return undef unless ( $exchange_rate + 0 );
    }
    $exchange_rate = int( 100000000 / $inverse_rate + .5 ) / 100000000;
}

  return ($exchange_rate * $amount);
}

# =======================================================================
# currency_lookup (public object method)
#
# search for available currency codes
#
# Usage: $quoter->currency_lookup({ name => qr/australia/i });
#  $quoter->currency_lookup( code => 'EU' );
#  $quoter->currency_lookup( name => 'Euro', code => qr/eu/i );
#  $quoter->currency_lookup();
#
# If more than one lookup parameter is given all must match for
# a currency to match.
#
# undef is returned upon error.

sub currency_lookup {
  my $this = shift if (ref $_[0]);
  $this ||= _dummy();

  # Validate parameters
  my %valid_params = map { $_ => 1 } qw( name code );
  my %params = @_;
  my $param_errors = 0;
  for my $key ( keys %params ) {
    if ( ! exists $valid_params{$key} ) {
      warn "Invalid parameter: ${key}";
      $param_errors++;
    }
  }
  return undef if $param_errors > 0;

  # Retrieve known currencies
  my $known_currencies = Finance::Quote::Currencies::known_currencies();

  # Return currencies based on parameters
  my $returned_currencies = {};
  if ( scalar keys %params == 0 ) {
    $returned_currencies = $known_currencies;
  }
  else {
    for my $code ( keys %{$known_currencies} ) {
      # Make sure all parameters match
      my $matched = 0;
      if ( exists $params{name}
           &&
           _smart_compare( $known_currencies->{$code}->{name}, $params{name} )
         ) {
        $matched++;
      }
      if ( exists $params{code}
           &&
           _smart_compare( $code, $params{code} )
         ) {
        $matched++;
      }
      if ( $matched == scalar keys %params ) {
        $returned_currencies->{$code} = $known_currencies->{$code}
      }
    }
  }
  return $returned_currencies;
}

# _smart_compare (private method function)
#
# This function compares values where the method depends on the 
# type of the second parameter.
#  regex  : compare as regex
#  scalar : test for substring match
sub _smart_compare {
  my ($val1, $val2) = @_;

  if ( ref $val2 eq 'Regexp' ) {
    return $val1 =~ $val2;
  }
  else {
    return index($val1, $val2) > -1
  }
}

# =======================================================================
# set_currency (public object method)
#
# set_currency allows information to be requested in the specified
# currency.  If called with no arguments then information is returned
# in the default currency.
#
# Requesting stocks in a particular currency increases the time taken,
# and the likelyhood of failure, as additional operations are required
# to fetch the currency conversion information.
#
# This method should only be called from the quote object unless you
# know what you are doing.

sub set_currency {
  my $this = shift if (ref $_[0]);
  $this ||= _dummy();

  unless (defined($_[0])) {
    delete $this->{"currency"};
  } else {
    $this->{"currency"} = $_[0];
  }
}

# default_currency_fields (public method)
#
# This is a list of fields that will be automatically converted during
# currency conversion.  If a module provides a currency_fields()
# function then that list will be used instead.

sub default_currency_fields {
  return qw/last high low net bid ask close open day_range year_range
            eps div cap nav price/;
}

# _convert (private object method)
#
# This function converts between one currency and another.  It expects
# to receive a hashref to the information, a reference to a list
# of the stocks to be converted, and a reference to a  list of fields
# that conversion should apply to.

{
  my %conversion;   # Conversion lookup table.

  sub _convert {
    my $this = shift;
    my $info = shift;
    my $stocks = shift;
    my $convert_fields = shift;
    my $new_currency = $this->{"currency"};

    # Skip all this unless they actually want conversion.
    return unless $new_currency;

    foreach my $stock (@$stocks) {
      my $currency;

      # Skip stocks that don't have a currency.
      next unless ($currency = $info->{$stock,"currency"});

      # Skip if it's already in the same currency.
      next if ($currency eq $new_currency);

      # Lookup the currency conversion if we haven't
      # already.
      unless (exists $conversion{$currency,$new_currency}) {
        $conversion{$currency,$new_currency} =
          $this->currency($currency,$new_currency);
      }

      # Make sure we have a reasonable currency conversion.
      # If we don't, mark the stock as bad.
      unless ($conversion{$currency,$new_currency}) {
        $info->{$stock,"success"} = 0;
        $info->{$stock,"errormsg"} =
          "Currency conversion failed.";
        next;
      }

      # Okay, we have clean data.  Convert it.  Ideally
      # we'd like to just *= entire fields, but
      # unfortunately some things (like ranges,
      # capitalisation, etc) don't take well to that.
      # Hence we pull out any numbers we see, convert
      # them, and stick them back in.  That's pretty
      # yucky, but it works.

      foreach my $field (@$convert_fields) {
        next unless (defined $info->{$stock,$field});

        $info->{$stock,$field} = $this->scale_field($info->{$stock,$field},$conversion{$currency,$new_currency});
      }

      # Set the new currency.
      $info->{$stock,"currency"} = $new_currency;
    }
  }
}

# =======================================================================
# Helper function that can scale a field.  This is useful because it
# handles things like ranges "105.4 - 108.3", and not just straight fields.
#
# The function takes a string or number to scale, and the factor to scale
# it by.  For example, scale_field("1023","0.01") would return "10.23".

sub scale_field {
  shift if ref $_[0]; # Shift off the object, if there is one.

  my ($field, $scale) = @_;
  my @chunks = split(/([^0-9.])/,$field);

  for (my $i=0; $i < @chunks; $i++) {
    next unless $chunks[$i] =~ /\d/;
    $chunks[$i] *= $scale;
  }
  return join("",@chunks);
}


# =======================================================================
# Timeout code.  If called on a particular object, then it sets
# the timout for that object only.  If called as a class method
# (or as Finance::Quote::timeout) then it sets the default timeout
# for all new objects that will be created.

sub timeout {
  if (@_ == 1 or !ref($_[0])) { # Direct or class call.
    return $TIMEOUT = $_[0];
  }

  # Otherwise we were called through an object.  Yay.
  # Set the timeout in this object only.
  my $this = shift;
  return $this->{TIMEOUT} = shift;
}

# =======================================================================
# failover (public object method)
#
# This sets/gets whether or not it's acceptable to use failover techniques.

sub failover {
  my $this = shift;
  my $value = shift;
        return $this->{FAILOVER} = $value if (defined($value));
  return $this->{FAILOVER};
}

# =======================================================================
# require_labels (public object method)
#
# Require_labels indicates which labels are required for lookups.  Only methods
# that have registered all the labels specified in the list passed to
# require_labels() will be called.
#
# require_labels takes a list of required labels.  When called with no
# arguments, the require list is cleared.
#
# This method always succeeds.

sub require_labels {
  my $this = shift;
  my @labels = @_;
  $this->{REQUIRED} = \@labels;
  return;
}

# _require_test (private object method)
#
# This function takes an array.  It returns true if all required
# labels appear in the arrayref.  It returns false otherwise.
#
# This function could probably be made more efficient.

sub _require_test {
  my $this = shift;
  my %available;
  @available{@_} = ();  # Ooooh, hash-slice.  :)
  my @required = @{$this->{REQUIRED}};
  return 1 unless @required;
  for (my $i = 0; $i < @required; $i++) {
    return 0 unless exists $available{$required[$i]};
  }
  return 1;
}

# =======================================================================
# fetch (public object method)
#
# Fetch is a wonderful generic fetcher.  It takes a method and stuff to
# fetch.  It's a nicer interface for when you have a list of stocks with
# different sources which you wish to deal with.
sub fetch {
  my $this = shift if ref ($_[0]);

  $this ||= _dummy();

  my $method = lc(shift);
  my @stocks = @_;

  unless (exists $METHODS{$method}) {
    carp "Undefined fetch-method $method passed to ".
         "Finance::Quote::fetch";
    return;
  }

  # Failover code.  This steps through all availabe methods while
  # we still have failed stocks to look-up.  This loop only
  # runs a single time unless FAILOVER is defined.

  my %returnhash = ();

  foreach my $methodinfo (@{$METHODS{$method}}) {
    my $funcref = $methodinfo->{"function"};
    next unless $this->_require_test(@{$methodinfo->{"labels"}});
    my @failed_stocks = ();
    %returnhash = (%returnhash,&$funcref($this,@stocks));

    foreach my $stock (@stocks) {
      push(@failed_stocks,$stock)
        unless ($returnhash{$stock,"success"});
    }

    $this->_convert(\%returnhash,\@stocks,
                    $methodinfo->{"currency_fields"});

    last unless $this->{FAILOVER};
    last unless @failed_stocks;
    @stocks = @failed_stocks;
  }

  return wantarray() ? %returnhash : \%returnhash;
}

# =======================================================================
# user_agent (public object method)
#
# Returns a LWP::UserAgent which conforms to the relevant timeouts,
# proxies, and other settings on the particular Finance::Quote object.
#
# This function is mainly intended to be used by the modules that we load,
# but it can be used by the application to directly play with the
# user-agent settings.

sub user_agent {
  my $this = shift;

  return $this->{UserAgent} if $this->{UserAgent};

  my $ua;

  if ($USE_EXPERIMENTAL_UA) {
    $ua = Finance::Quote::UserAgent->new;
  } else {
    $ua = LWP::UserAgent->new;
  }

  $ua->timeout($this->{TIMEOUT}) if defined($this->{TIMEOUT});
  $ua->env_proxy;

  $this->{UserAgent} = $ua;

  return $ua;
}

# =======================================================================
# parse_csv (public object method)
#
# Grabbed from the Perl Cookbook. Parsing csv isn't as simple as you thought!
#
sub parse_csv
{
    shift if (ref $_[0]); # Shift off the object if we have one.
    my $text = shift;      # record containing comma-separated values
    my @new  = ();

    push(@new, $+) while $text =~ m{
        # the first part groups the phrase inside the quotes.
        # see explanation of this pattern in MRE
        "([^\"\\]*(?:\\.[^\"\\]*)*)",?
           |  ([^,]+),?
           | ,
       }gx;
       push(@new, undef) if substr($text, -1,1) eq ',';

       return @new;      # list of values that were comma-separated
}

# =======================================================================
# parse_csv_semicolon (public object method)
#
# Grabbed from the Perl Cookbook. Parsing csv isn't as simple as you thought!
#
sub parse_csv_semicolon
{
    shift if (ref $_[0]); # Shift off the object if we have one.
    my $text = shift;      # record containing comma-separated values
    my @new  = ();

    push(@new, $+) while $text =~ m{
        # the first part groups the phrase inside the quotes.
        # see explanation of this pattern in MRE
        "([^\"\\]*(?:\\.[^\"\\]*)*)";?
           |  ([^;]+);?
           | ;
       }gx;
       push(@new, undef) if substr($text, -1,1) eq ';';

       return @new;      # list of values that were comma-separated
}

# =======================================================================
# store_date (public object method)
#

# Given the various pieces of a date, this functions figure out how to
# store them in both the pre-existing US date format (mm/dd/yyyy), and
# also in the ISO date format (yyyy-mm-dd).  This function expects to
# be called with the arguments:
#
# (inforef, symbol_name, data_hash)
#
# The components of date hash can be any of:
#
# usdate   - A date in mm/dd/yy or mm/dd/yyyy
# eurodate - A date in dd/mm/yy or dd/mm/yyyy
# isodate  - A date in yy-mm-dd or yyyy-mm-dd
# year   - The year in yyyy
# month  - The month in mm or mmm format (i.e. 07 or Jul)
# day  - The day
# today  - A flag to indicate todays date should be used.
#
# The separator for the *date forms is ignored.  It can be any
# non-alphanumeric character.  Any combination of year, month, and day
# values can be provided.  Missing fields are filled in based upon
# today's date.
#
sub store_date
{
    my $this = shift;
    my $inforef = shift;
    my $symbol = shift;
    my $piecesref = shift;

    my ($year, $month, $day, $this_month, $year_specified);
    my %mnames = (jan => 1, feb => 2, mar => 3, apr => 4, may => 5, jun => 6,
      jul => 7, aug => 8, sep => 9, oct =>10, nov =>11, dec =>12);

#    printf "In store_date\n";
#    print "inforef $inforef\n";
#    print "piecesref $piecesref\n";
#    foreach my $key (keys %$piecesref) {
#      printf ("  %s: %s\n", $key, $piecesref->{$key});
#    }

    # Default to today's date.
    ($month, $day, $year) = (localtime())[4,3,5];
    $month++;
    $year += 1900;
    $this_month = $month;
    $year_specified = 0;

    # Proces the inputs
    if (defined $piecesref->{isodate}) {
      ($year, $month, $day) = ($piecesref->{isodate} =~ m/(\d+)\W+(\w+)\W+(\d+)/);
      $year += 2000 if $year < 100;
      $year_specified = 1;
      $inforef->{$symbol, "a"} = sprintf ("Defaults: Year %d, Month %s, Day %d\n", $year, $month, $day);
#      printf ("ISO Date %s: Year %d, Month %s, Day %d\n", $piecesref->{isodate}, $year, $month, $day);
    }

    if (defined $piecesref->{usdate}) {
      ($month, $day, $year) = ($piecesref->{usdate} =~ /(\w+)\W+(\d+)\W+(\d+)/);
      $year += 2000 if $year < 100;
      $year_specified = 1;
#      printf ("US Date %s: Month %s, Day %d, Year %d\n", $piecesref->{usdate}, $month, $day, $year);
    }

    if (defined $piecesref->{eurodate}) {
      ($day, $month, $year) = ($piecesref->{eurodate} =~ /(\d+)\W+(\w+)\W+(\d+)/);
      $year += 2000 if $year < 100;
      $year_specified = 1;
#      printf ("Euro Date %s: Day %d, Month %s, Year %d\n", $piecesref->{eurodate}, $day, $month, $year);
    }

    if (defined ($piecesref->{year})) {
      $year = $piecesref->{year};
      $year += 2000 if $year < 100;
      $year_specified = 1;
    }
    $month = $piecesref->{month} if defined ($piecesref->{month});
    $month = $mnames{lc(substr($month,0,3))} if ($month =~ /\D/);
    $day  = $piecesref->{day} if defined ($piecesref->{day});

    $year-- if (($year_specified == 0) && ($this_month < $month));

    $inforef->{$symbol, "date"} =  sprintf "%02d/%02d/%04d", $month, $day, $year;
    $inforef->{$symbol, "isodate"} = sprintf "%04d-%02d-%02d", $year, $month, $day;
}

sub isoTime {
  my ($self,$timeString) = @_ ;
  $timeString =~ tr/ //d ;
  $timeString = uc $timeString ;
  my $retTime = "00:00"; # return zero time if unparsable input
  if ($timeString=~m/^(\d+)[\.:UH](\d+)(AM|PM)?/) {
    my ($hours,$mins)= ($1-0,$2-0) ;
    $hours-=12 if ($hours==12);
    $hours+=12 if ($3 && ($3 eq "PM")) ;
    if ($hours>=0 && $hours<=23 && $mins>=0 && $mins<=59 ) {
      $retTime = sprintf ("%02d:%02d", $hours, $mins) ;
    }
  }
  return $retTime;
}


# If $str ends with a B like "20B" or "1.6B" then expand it as billions like
# "20000000000" or "1600000000".
#
# This is done with string manipulations so floating-point rounding doesn't
# produce spurious digits for values like "1.6" which aren't exactly
# representable in binary.
#
# Is "B" for billions the only abbreviation from Yahoo?
# Could extend and rename this if there's also millions or thousands.
#
# For reference, if the value was just for use within perl then simply
# substituting to exponential "1.5e9" might work.  But expanding to full
# digits seems a better idea as the value is likely to be printed directly
# as a string.
sub B_to_billions {

  my ($self,$str) = @_;
  ### B_to_billions(): $str
  if ($str =~ s/B$//i) {
    $str = $self->decimal_shiftup ($str, 9);
  }
  return $str;
}

# $str is a number like "123" or "123.45"
# return it with the decimal point moved $shift places to the right
# must have $shift>=1
# eg. decimal_shiftup("123",3)    -> "123000"
#     decimal_shiftup("123.45",1) -> "1234.5"
#     decimal_shiftup("0.25",1)   -> "2.5"
#
sub decimal_shiftup {
  my ($self, $str, $shift) = @_;

  # delete decimal point and set $after to count of chars after decimal.
  # Leading "0" as in "0.25" is deleted too giving "25" so as not to end up
  # with something that might look like leading 0 for octal.
  my $after = ($str =~ s/(?:^0)?\.(.*)/$1/ ? length($1) : 0);

  $shift -= $after;
  # now $str is an integer and $shift is relative to the end of $str

  if ($shift >= 0) {
    # moving right, eg. "1234" becomes "12334000"
    return $str . ('0' x $shift);  # extra zeros appended
  } else {
    # negative means left, eg. "12345" becomes "12.345"
    # no need to prepend zeros since demanding initial $shift>=1
    substr ($str, $shift,0, '.');  # new '.' at shifted spot from end
    return $str;
  }
}

# Dummy destroy function to avoid AUTOLOAD catching it.
sub DESTROY { return; }

1;

__END__

=head1 NAME

Finance::Quote - Get stock and mutual fund quotes from various exchanges

=head1 SYNOPSIS

   use Finance::Quote;
   $q = Finance::Quote->new;

   $q->timeout(60);

   $conversion_rate = $q->currency("AUD","USD");
   $q->set_currency("EUR");  # Return all info in Euros.

   $q->require_labels(qw/price date high low volume/);

   $q->failover(1); # Set failover support (on by default).

   %quotes  = $q->fetch("nasdaq",@stocks);
   $hashref = $q->fetch("nyse",@stocks);

=head1 DESCRIPTION

This module gets stock quotes from various internet sources, including
Yahoo! Finance, Fidelity Investments, and the Australian Stock Exchange.
There are two methods of using this module -- a functional interface
that is deprecated, and an object-orientated method that provides
greater flexibility and stability.

With the exception of straight currency exchange rates, all information
is returned as a two-dimensional hash (or a reference to such a hash,
if called in a scalar context).  For example:

    %info = $q->fetch("australia","CML");
    print "The price of CML is ".$info{"CML","price"};

The first part of the hash (eg, "CML") is referred to as the stock.
The second part (in this case, "price") is referred to as the label.

=head2 LABELS

When information about a stock is returned, the following standard labels
may be used.  Some custom-written modules may use labels not mentioned
here.  If you wish to be certain that you obtain a certain set of labels
for a given stock, you can specify that using require_labels().

    name         Company or Mutual Fund Name
    last         Last Price
    high   Highest trade today
    low    Lowest trade today
    date         Last Trade Date  (MM/DD/YY format)
    time         Last Trade Time
    net          Net Change
    p_change     Percent Change from previous day's close
    volume       Volume
    avg_vol      Average Daily Vol
    bid          Bid
    ask          Ask
    close        Previous Close
    open         Today's Open
    day_range    Day's Range
    year_range   52-Week Range
    eps          Earnings per Share
    pe           P/E Ratio
    div_date     Dividend Pay Date
    div          Dividend per Share
    div_yield    Dividend Yield
    cap          Market Capitalization
    ex_div   Ex-Dividend Date.
    nav          Net Asset Value
    yield        Yield (usually 30 day avg)
    exchange   The exchange the information was obtained from.
    success  Did the stock successfully return information? (true/false)
    errormsg   If success is false, this field may contain the reason why.
    method   The module (as could be passed to fetch) which found
     this information.

If all stock lookups fail (possibly because of a failed connection) then
the empty list may be returned, or undef in a scalar context.

=head1 AVAILABLE METHODS

=head2 NEW

    my $q = Finance::Quote->new;
    my $q = Finance::Quote->new("ASX");
    my $q = Finance::Quote->new("-defaults", "CustomModule");

With no arguents, this creates a new Finance::Quote object
with the default methods.  If the environment variable
FQ_LOAD_QUOTELET is set, then the contents of FQ_LOAD_QUOTELET
(split on whitespace) will be used as the argument list.  This allows
users to load their own custom modules without having to change
existing code.  If you do not want users to be able to load their own
modules at run-time, pass an explicit argumetn to ->new() (usually
"-defaults").

When new() is passed one or more arguments, an object is created with
only the specified modules loaded.  If the first argument is
"-defaults", then the default modules will be loaded first, followed
by any other specified modules.

Note that the FQ_LOAD_QUOTELET environment variable must begin
with "-defaults" if you wish the default modules to be loaded.

Any modules specified will automatically be looked for in the
Finance::Quote:: module-space.  Hence,
Finance::Quote->new("ASX") will load the module Finance::Quote::ASX.

Please read the Finance::Quote hacker's guide for information
on how to create new modules for Finance::Quote.

=head2 FETCH

    my %stocks  = $q->fetch("usa","IBM","MSFT","LNUX");
    my $hashref = $q->fetch("usa","IBM","MSFT","LNUX");

Fetch takes an exchange as its first argument.  The second and remaining
arguments are treated as stock-names.  In the standard Finance::Quote
distribution, the following exchanges are recognised:

    australia   Australan Stock Exchange
    dwsfunds    Deutsche Bank Gruppe funds
    fidelity    Fidelity Investments
    tiaacref    TIAA-CREF
    troweprice    T. Rowe Price
    europe    European Markets
    canada    Canadian Markets
    usa     USA Markets
    nyse    New York Stock Exchange
    nasdaq    NASDAQ
    uk_unit_trusts  UK Unit Trusts
    vanguard    Vanguard Investments
    vwd     Vereinigte Wirtschaftsdienste GmbH

When called in an array context, a hash is returned.  In a scalar
context, a reference to a hash will be returned.  The structure
of this hash is described earlier in this document.

The fetch method automatically arranges for failover support and
currency conversion if requested.

If you wish to fetch information from only one particular source,
then consult the documentation of that sub-module for further
information.

=head2 SOURCES

    my @sources = $q->sources;
    my $listref = $q->sources;

The sources method returns a list of sources that have currently been loaded and
can be passed to the fetch method.  If you're providing a user with a list of
sources to choose from, then it is recommended that you use this method.

=head2 CURRENCY_LOOKUP

    $currencies_by_name = $q->currency_lookup( name => 'Australian' );
    $currencies_by_code = $q->currency_lookup( code => qr/^b/i      );
    $currencies_by_both = $q->currency_lookup( name => qr/pound/i
                                             , code => 'GB'         );

The currency_lookup method provides a search against the known currencies. The
list of currencies is based on the available currencies in the Yahoo Currency
Converter (the list is stored within the module as the list should be fairly
static).

The lookup can be done by currency name (ie "Australian Dollar"), by
code (ie "AUD") or both. You can pass either a scalar or regular expression
as a search value - scalar values are matched by substring while regular
expressions are matched as-is (no changes are made to the expression).

See L<Finance::Quote::Currencies::fetch_live_currencies> (and the
C<t/currencies.t> test file) for a way to make sure that the stored
currency list is up to date.

=head2 CURRENCY

    $conversion_rate = $q->currency("USD","AUD");

The currency method takes two arguments, and returns a conversion rate
that can be used to convert from the first currency into the second.
In the example above, we've requested the factor that would convert
US dollars into Australian dollars.

The currency method will return a false value if a given currency
conversion cannot be fetched.

At the moment, currency rates are fetched from Yahoo!, and the
information returned is governed by Yahoo!'s terms and conditions.
See Finance::Quote::Yahoo for more information.

=head2 SET_CURRENCY

    $q->set_currency("FRF");  # Get results in French Francs.

The set_currency method can be used to request that all information be
returned in the specified currency.  Note that this increases the
chance stock-lookup failure, as remote requests must be made to fetch
both the stock information and the currency rates.  In order to
improve reliability and speed performance, currency conversion rates
are cached and are assumed not to change for the duration of the
Finance::Quote object.

At this time, currency conversions are only looked up using Yahoo!'s
services, and hence information obtained with automatic currency
conversion is bound by Yahoo!'s terms and conditions.

=head2 FAILOVER

    $q->failover(1);  # Set automatic failover support.
    $q->failover(0);  # Disable failover support.

The failover method takes a single argument which either sets (if
true) or unsets (if false) automatic failover support.  If automatic
failover support is enabled (default) then multiple information
sources will be tried if one or more sources fail to return the
requested information.  Failover support will significantly increase
the time spent looking for a non-existant stock.

If the failover method is called with no arguments, or with an
undefined argument, it will return the current failover state
(true/false).

=head2 USER_AGENT

    my $ua = $q->user_agent;

The user_agent method returns the LWP::UserAgent object that
Finance::Quote and its helpers use.  Normally this would not
be useful to an application, however it is possible to modify
the user-agent directly using this method:

    $q->user_agent->timeout(10);  # Set the timeout directly.


=head2 SCALE_FIELD

    my $pounds = $q->scale_field($item_in_pence,0.01);

The scale_field() function is a helper that can scale complex fields such
as ranges (eg, "102.5 - 103.8") and other fields where the numbers should
be scaled but any surrounding text preserved.  It's most useful in writing
new Finance::Quote modules where you may retrieve information in a
non-ISO4217 unit (such as cents) and would like to scale it to a more
useful unit (like dollars).

=head2 ISOTIME

    $q->isoTime("11:39PM");    # returns "23:39"
    $q->isoTime("9:10 AM");    # returns "09:10"

This function will return a isoformatted time

=head1 ENVIRONMENT

Finance::Quote respects all environment that your installed
version of LWP::UserAgent respects.  Most importantly, it
respects the http_proxy environment variable.

=head1 BUGS

There are no ways for a user to define a failover list.

The two-dimensional hash is a somewhat unwieldly method of passing
around information when compared to references.  A future release
is planned that will allow for information to be returned in a
more flexible $hash{$stock}{$label} style format.

There is no way to override the default behaviour to cache currency
conversion rates.

=head1 COPYRIGHT & LICENSE

 Copyright 1998, Dj Padzensky
 Copyright 1998, 1999 Linas Vepstas
 Copyright 2000, Yannick LE NY (update for Yahoo Europe and YahooQuote)
 Copyright 2000-2001, Paul Fenwick (updates for ASX, maintainence and release)
 Copyright 2000-2001, Brent Neal (update for TIAA-CREF)
 Copyright 2000 Volker Stuerzl (DWS and VWD support)
 Copyright 2000 Keith Refson (Trustnet support)
 Copyright 2001 Rob Sessink (AEX support)
 Copyright 2001 Leigh Wedding (ASX updates)
 Copyright 2001 Tobias Vancura (Fool support)
 Copyright 2001 James Treacy (TD Waterhouse support)
 Copyright 2008 Erik Colson (isoTime)

This program is free software; you can redistribute it and/or modify
it under the terms of the GNU General Public License as published by
the Free Software Foundation; either version 2 of the License, or (at
your option) any later version.

Currency information fetched through this module is bound by
Yahoo!'s terms and conditons.

Other copyrights and conditions may apply to data fetched through this
module.  Please refer to the sub-modules for further information.

=head1 AUTHORS

  Dj Padzensky <djpadz@padz.net>, PadzNet, Inc.
  Linas Vepstas <linas@linas.org>
  Yannick LE NY <y-le-ny@ifrance.com>
  Paul Fenwick <pjf@cpan.org>
  Brent Neal <brentn@users.sourceforge.net>
  Volker Stuerzl <volker.stuerzl@gmx.de>
  Keith Refson <Keith.Refson#earth.ox.ac.uk>
  Rob Sessink <rob_ses@users.sourceforge.net>
  Leigh Wedding <leigh.wedding@telstra.com>
  Tobias Vancura <tvancura@altavista.net>
  James Treacy <treacy@debian.org>
  Bradley Dean <bjdean@bjdean.id.au>
  Erik Colson <eco@ecocode.net>

The Finance::Quote home page can be found at
http://finance-quote.sourceforge.net/

The Finance::YahooQuote home page can be found at
http://www.padz.net/~djpadz/YahooQuote/

The GnuCash home page can be found at
http://www.gnucash.org/

=head1 SEE ALSO

Finance::Quote::AEX, Finance::Quote::ASX, Finance::Quote::Cdnfundlibrary,
Finance::Quote::DWS, Finance::Quote::Fidelity, Finance::Quote::FinanceCanada,
Finance::Quote::Fool,
Finance::Quote::FTPortfolios, Finance::Quote::Tdefunds,
Finance::Quote::Tdwaterhouse, Finance::Quote::Tiaacref,
Finance::Quote::Troweprice, Finance::Quote::Trustnet,
Finance::Quote::VWD, Finance::Quote::Yahoo::Australia,
Finance::Quote::Yahoo::Europe, Finance::Quote::Yahoo::USA,
LWP::UserAgent

You should have also received the Finance::Quote hacker's guide with
this package.  Please read it if you are interested in adding extra
methods to this package.  The hacker's guide can also be found
on the Finance::Quote website, http://finance-quote.sourceforge.net/

=cut