bump: version 0.8.0 → 0.9.0

Author: dornech

CHANGELOG.md

@@ -1,9 +1,26 @@
-# Changelog
+# CHANGELOG
 
-## Version 0.0.1 (development)
 
-- First pre-alpha
-- ...
+
+## [v0.9.0](https://github.com/dornech/equities-classifier/releases/tag/v0.9.0)  (2026-08-28) 
+
+### Features
+
+- SeekingAlpha as new datasource and Ticker_US as identifier type incl. test cases
+(['23c521c'](https://github.com/dornech/equities-classifier/commit/23c521c508c341959d983dc4f13ca99366320523))
+- Yahoo as new datasource
+(['6891085'](https://github.com/dornech/equities-classifier/commit/6891085906c8c162b1b4bd669bbed1d24178c42f))
+
+### Bug fixes
+
+- Add missing docstrings
+(['1649d20'](https://github.com/dornech/equities-classifier/commit/1649d20ca77790ec90a18aef0fbdff899440e066))
+- Minor error Morningstar client
+(['466e581'](https://github.com/dornech/equities-classifier/commit/466e581a497a33faf43ba8648b84f3060d3d22d9))
+- Improvements data provider clients
+(['94b6f89'](https://github.com/dornech/equities-classifier/commit/94b6f890d004c5c081d5c814dd51b694ccbf6135))
+- Improvements MotleyFool
+(['4acc884'](https://github.com/dornech/equities-classifier/commit/4acc884e170733f56062915c602dfd158e4cef64))
 
 ## [v0.8.0](https://github.com/dornech/equities-classifier/releases/tag/v0.8.0)  (2026-08-20) 
 
@@ -21,6 +38,7 @@
 - Improve OpenFIGI record comprehension
 (['112f5d2'](https://github.com/dornech/equities-classifier/commit/112f5d242f8650d4722cf56533bce37d1f843f2f))
 
+
 ## [v0.7.2](https://github.com/dornech/equities-classifier/releases/tag/v0.7.2)  (2026-08-18) 
 
 ### Bug fixes
@@ -37,6 +55,7 @@
 ### Testing
 
 
+
 ## [v0.7.1](https://github.com/dornech/equities-classifier/releases/tag/v0.7.1)  (2026-08-16) 
 
 ### Features
@@ -53,6 +72,7 @@
 - Improve conftest.py
 (['e026111'](https://github.com/dornech/equities-classifier/commit/e02611124cfdbaf7776bb82003ae84f0d40dab5d))
 
+
 ## [v0.7.0](https://github.com/dornech/equities-classifier/releases/tag/v0.7.0)  (2026-08-15) 
 
 ### Features
@@ -82,6 +102,7 @@
 - **deps**: Bump sigstore/gh-action-sigstore-python from 3.4.0 to 3.5.0
  (['b1a7108'](https://github.com/dornech/equities-classifier/commit/b1a71083cab762c755eb799e608f415320617dfc))
 
+
 ## [v0.6.0](https://github.com/dornech/equities-classifier/releases/tag/v0.6.0)  (2026-08-12) 
 
 ### Features
@@ -96,6 +117,7 @@
 - Switch from undetected-chromedriver to undetected, add missing dependency lxml
 (['6eb361d'](https://github.com/dornech/equities-classifier/commit/6eb361d8ab08e930e6d2936ad318f82634796dbd))
 
+
 ## [v0.5.1](https://github.com/dornech/equities-classifier/releases/tag/v0.5.1)  (2026-08-09) 
 
 ### Features
@@ -114,6 +136,7 @@
 - Optimize GitHub actions resource usage, avoid especially very expensive macOS-actions
 (['0910fee'](https://github.com/dornech/equities-classifier/commit/0910fee0ed47b5cc6c377ee250ae79b8a7ba0204))
 
+
 ## [v0.5.0](https://github.com/dornech/equities-classifier/releases/tag/v0.5.0)  (2026-08-06) 
 
 ### Features
@@ -128,6 +151,7 @@
 - Various fixes to overcome GitHub lint issues and clean ups
 (['8df8fea'](https://github.com/dornech/equities-classifier/commit/8df8fead70db1b42ce9b63363748e43bb9d58314))
 
+
 ## [v0.4.1](https://github.com/dornech/equities-classifier/releases/tag/v0.4.1)  (2026-08-05) 
 
 ### Bug fixes
@@ -139,6 +163,7 @@
 - Ruff errors in Morningstar client
 (['34f9e37'](https://github.com/dornech/equities-classifier/commit/34f9e37d38008add042c40378c1b3c9d4ab43e0b))
 
+
 ## [v0.4.0](https://github.com/dornech/equities-classifier/releases/tag/v0.4.0)  (2026-08-05) 
 
 ### Features
@@ -164,13 +189,15 @@
 - Archive latest changes resolver/connector before deleting
 (['74015ff'](https://github.com/dornech/equities-classifier/commit/74015ff6d44d5d80fd67b5b2d1b93a99d071da89))
 
+
 ## [v0.3.2](https://github.com/dornech/equities-classifier/releases/tag/v0.3.2)  (2026-08-01) 
 
 ### Bug fixes
 
 - OpenFIGI client - testcase with http-request and corrections
 (['d6bab53'](https://github.com/dornech/equities-classifier/commit/d6bab532eeb5061627721b6592bf0dbb6b12a267))
 
+
 ## [v0.3.1](https://github.com/dornech/equities-classifier/releases/tag/v0.3.1)  (2026-08-01) 
 
 ### Bug fixes
@@ -180,20 +207,23 @@
 - OpenFIGI client - use SHARE_CLASS_FIGI instead FIGI
 (['57ea785'](https://github.com/dornech/equities-classifier/commit/57ea785b2f43414d26463fd45a7857c2b016219f))
 
+
 ## [v0.3.0](https://github.com/dornech/equities-classifier/releases/tag/v0.3.0)  (2026-08-01) 
 
 ### Features
 
 - OpenFIGI client
 (['f2fb32f'](https://github.com/dornech/equities-classifier/commit/f2fb32fe8198c236db12003ddd4d1a8c796c0a28))
 
+
 ## [v0.2.0](https://github.com/dornech/equities-classifier/releases/tag/v0.2.0)  (2026-07-30) 
 
 ### Features
 
 - Add abstract resolver and connector interfaces
 (['e93b9c3'](https://github.com/dornech/equities-classifier/commit/e93b9c36fb6e44417fb7aae6d29b3e2c0e55034a))
 
+
 ## [v0.1.0](https://github.com/dornech/equities-classifier/releases/tag/v0.1.0)  (2026-07-30) 
 
 ### Features

pyproject.toml

@@ -99,7 +99,7 @@ exclude = [
 [tool.commitizen]
 name = "cz_customize"
 version_scheme = "pep440"
-version = "0.8.0"
+version = "0.9.0"
 version_files = ["pyproject.toml:version"]
 tag_format = "v$version"
 # retry_after_failure = false

src/equities_classifier/classification/classificationhelper.py

@@ -11,11 +11,7 @@
 # fmt: off
 
 
-from equities_classifier.enums import (
-    DataSourceID,
-    ClassificationSystemID,
-    ClassificationLevel,
-)
+from equities_classifier.enums import DataSourceID, ClassificationSystemID, ClassificationLevel
 from equities_classifier.exceptions import ClassificationError
 from equities_classifier.logginghelper import logger_equities_classifier
 

src/equities_classifier/classification/generator.py

@@ -10,21 +10,11 @@
 from collections.abc import Callable, Mapping
 from dataclasses import dataclass
 
-from equities_classifier.enums import (
-    DataSourceID,
-    ClassificationLevel,
-)
-from equities_classifier.models import (
-    ClassificationSystem,
-    ClassificationNode,
-    Security,
-    SecurityClassification,
-)
+from equities_classifier.enums import DataSourceID, ClassificationLevel
+from equities_classifier.models import ClassificationSystem, ClassificationNode, Security, SecurityClassification
 from equities_classifier.classification.systems import (
-    GECS,
-    resolve_gecs_supersector,
-    GICS,
-    resolve_gics_motleyfool,
+    GECS, resolve_gecs_supersector,
+    GICS, resolve_gics_motleyfool,  # resolve_gics_seekingalpha
 )
 
 
@@ -60,6 +50,16 @@ class ClassificationSource:
     resolver=resolve_gics_motleyfool,
 )
 
+_SOURCE_GICS_SEEKINGALPHA = ClassificationSource(
+    datasource=DataSourceID.MOTLEYFOOL,
+    system=GICS,
+    level_attributes={
+        ClassificationLevel.LEVEL1: "sector",
+        ClassificationLevel.LEVEL4: "subindustry",
+    },
+    # resolver=resolve_gics_seekingalpha,
+)
+
 
 class ClassificationGenerator:
     """Generate classifications from Security provider attributes."""
@@ -74,6 +74,7 @@ def __init__(
             self._sources: tuple[ClassificationSource, ...] = (
                 _SOURCE_GECS_MORNINGSTAR,
                 _SOURCE_GICS_MOTLEYFOOL,
+                _SOURCE_GICS_SEEKINGALPHA
             )
         else:
             self._sources = sources

src/equities_classifier/classification/systems.py

@@ -20,15 +20,8 @@
 
 from rapidfuzz.fuzz import ratio
 
-from equities_classifier.enums import (
-    DataSourceID,
-    ClassificationSystemID,
-    ClassificationLevel,
-)
-from equities_classifier.models import (
-    ClassificationSystem,
-    ClassificationNode,
-)
+from equities_classifier.enums import DataSourceID, ClassificationSystemID, ClassificationLevel
+from equities_classifier.models import ClassificationSystem, ClassificationNode
 from equities_classifier.classification.classificationhelper import ClassificationHelper
 from gics import GICS as GICSDefinition
 
@@ -224,7 +217,7 @@ def resolve_gics_motleyfool(
             code=industry_group_code,
         )
 
-    # Level 3 comes from Motley Fool but gets the canonical GICS code/name.
+    # Level 3 comes from Motley Fool-but gets the canonical GICS code/name.
     industry_name = GICS_DICT.get(industry_code)
     if industry_name is not None:
         result[ClassificationLevel.LEVEL3] = ClassificationNode(
@@ -237,6 +230,14 @@ def resolve_gics_motleyfool(
     return result
 
 
+# def resolve_gics_seekingalpha(
+#     nodes: Mapping[ClassificationLevel, ClassificationNode],
+# ) -> Mapping[ClassificationLevel, ClassificationNode]:
+#     """Resolve and validate SeekingAlpha GICS classification."""
+#
+#     pass
+
+
 # Yahoo
 
 YAHOOCS = ClassificationSystem(

src/equities_classifier/matching/matcher.py

@@ -26,9 +26,12 @@
 class MatchType(Enum):
     """Security matching result."""
 
-    TICKER_AND_ISIN = "ticker_and_isin"
+    ISIN_TICKER = "isin_ticker"
+    ISIN_TICKER_US = "isin_ticker_us"
     ISIN_NAME = "isin_name"
+    TICKER_COUNTRY_NAME = "ticker_country_name"
     TICKER_NAME = "ticker_name"
+    TICKER_US_NAME = "ticker_us_name"
 
 
 @dataclass(frozen=True, slots=True)
@@ -59,29 +62,46 @@ def match(
     ) -> MatchResult:
         """Match SecurityProviderRecords according to matching hierarchy."""
 
-        left_ticker = left.identifier_value(SecurityIdentifierType.TICKER,)
-        right_ticker = right.identifier_value(SecurityIdentifierType.TICKER,)
+        left_ticker = left.identifier_value(SecurityIdentifierType.TICKER)
+        left_ticker_cleaned = left.identifier_value_cleaned(SecurityIdentifierType.TICKER)
+        left_ticker_country = left.identifier_country(SecurityIdentifierType.TICKER)
+        left_ticker_us = left.identifier_country(SecurityIdentifierType.TICKER_US)
+        right_ticker = right.identifier_value(SecurityIdentifierType.TICKER)
+        right_ticker_cleaned = right.identifier_value_cleaned(SecurityIdentifierType.TICKER)
+        right_ticker_country = right.identifier_country(SecurityIdentifierType.TICKER)
+        right_ticker_us = right.identifier_country(SecurityIdentifierType.TICKER_US)
 
         left_isin = left.identifier_value(SecurityIdentifierType.ISIN,)
         right_isin = right.identifier_value(SecurityIdentifierType.ISIN,)
 
-        # 1. Ticker + ISIN
+        # 1a. Ticker + ISIN
         if (
-            left_ticker
-            and right_ticker
+            left_ticker_cleaned
+            and right_ticker_cleaned
             and left_isin
             and right_isin
-            and left_ticker == right_ticker
+            and left_ticker_cleaned == right_ticker_cleaned
+            and left_isin == right_isin
+        ):
+            return MatchResult(matched=True, match_type=MatchType.ISIN_TICKER)
+
+        # 1b. Ticker + ISIN
+        if (
+            left_ticker_us
+            and right_ticker_us
+            and left_isin
+            and right_isin
+            and left_ticker_us == right_ticker_us
             and left_isin == right_isin
         ):
-            return MatchResult(matched=True, match_type=MatchType.TICKER_AND_ISIN,)
+            return MatchResult(matched=True, match_type=MatchType.ISIN_TICKER_US)
 
         # 2. ISIN + similar name
         if (
             left_isin
             and right_isin
             and left_isin == right_isin
-            and left_ticker != right_ticker
+            and left_ticker_cleaned != right_ticker_cleaned
         ):
             similarity = name_similarity(left.name, right.name)
 
@@ -93,12 +113,32 @@ def match(
                     name_similarity=similarity,
                 )
 
-        # 3. Ticker + similar name
+        # 3. Ticker incl. country postfix + similar name
         if (
-            left_ticker
+            not (left_isin and right_isin)
+            and left_ticker
+            and left_ticker_country
             and right_ticker
+            and right_ticker_country
             and left_ticker == right_ticker
         ):
+
+            similarity = name_similarity(left.name, right.name)
+
+            if similarity >= self._name_similarity_threshold:
+                return MatchResult(
+                    matched=True,
+                    match_type=MatchType.TICKER_COUNTRY_NAME,
+                    name_similarity=similarity,
+                )
+
+        # 4. Ticker + similar name
+        if (
+            not (left_isin and right_isin)
+            and left_ticker_cleaned
+            and right_ticker_cleaned
+            and left_ticker_cleaned == right_ticker_cleaned
+        ):
             similarity = name_similarity(left.name, right.name)
 
             if similarity >= self._name_similarity_threshold:
@@ -108,4 +148,20 @@ def match(
                     name_similarity=similarity,
                 )
 
+        # 5. Ticker-US + similar name
+        if (
+            not (left_isin and right_isin)
+            and left_ticker_us
+            and right_ticker_us
+            and left_ticker_us == right_ticker_us
+        ):
+            similarity = name_similarity(left.name, right.name)
+
+            if similarity >= self._name_similarity_threshold:
+                return MatchResult(
+                    matched=True,
+                    match_type=MatchType.TICKER_US_NAME,
+                    name_similarity=similarity,
+                )
+
         return MatchResult(matched=False)