feat: add Atlas Terminal — Next.js 14 + FastAPI full-stack migration

Complete migration from Streamlit to Next.js 14 App Router + FastAPI backend. Frontend (Next.js 14): - 10 pages: Overview, Research, Valuation, Technical, Markets, Earnings, News, Portfolio, Filings, Settings - Terminal Noir dark theme with custom Tailwind config - TradingView Lightweight Charts for candlestick/volume - Valuation: DCF, Sensitivity Matrix, Monte Carlo, Tornado, Reverse DCF - Financial Statements table with YoY growth badges and margin rows - SEC EDGAR inline filing viewer with section tabs - News split-view with iframe article embedding - Technical Analysis with RSI, MACD, Bollinger, Fibonacci, Moving Averages - Earnings beat/miss visualization - AI Copilot chat panel with Gemini integration Backend (FastAPI): - 13 routers: market_data, financials, valuation, technical, earnings, insider, edgar, news, portfolio, analysis, chat, estimates, fx - Services: DCF engine, Monte Carlo simulation, sensitivity analysis, risk metrics, SEC parser, technical indicators - yfinance + yahooquery data sources with fallback pattern - SQLite caching layer Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-08-25 16:28:04 +00:00 · 2026-03-21 02:10:10 +00:00
parent 56a9561f71
commit b2acda81ee
111 changed files with 13883 additions and 270 deletions
@@ -0,0 +1,75 @@
+"""
+AI Financial Summary — Gemini-powered analyst report.
+Split from tab8 to keep files under 300 lines.
+"""
+import streamlit as st
+
+
+def _df_to_summary_text(df, label: str, max_cols: int = 5) -> str:
+    if df is None or df.empty:
+        return f"[{label}: No data available]\n"
+    cols = df.columns[:max_cols]
+    sliced = df[cols]
+    lines = [f"=== {label} ===", "Period: " + " | ".join(str(c) for c in cols)]
+    for idx in sliced.index:
+        vals = " | ".join(
+            f"{v:,.0f}" if isinstance(v, (int, float)) and v == v else "N/A"
+            for v in sliced.loc[idx]
+        )
+        lines.append(f"  {idx}: {vals}")
+    return "\n".join(lines) + "\n"
+
+
+def _build_prompt(ticker, inc, bal, cf):
+    return f"""You are a **Senior Equity Analyst at Franklin Templeton** with 15+ years of experience. Write a comprehensive financial summary for **{ticker}**.
+
+{inc}
+{bal}
+{cf}
+
+Produce a professional report with: 1. Executive Summary, 2. Revenue & Profitability Analysis,
+3. Balance Sheet Health, 4. Cash Flow Quality, 5. Key Ratios & Red Flags,
+6. Investment Thesis (Bull vs Bear), 7. Analyst's Bottom Line.
+Use actual numbers. Under 1,200 words. Markdown formatting."""
+
+
+def render_ai_summary(ticker, fin_df, bal_df, cf_df):
+    """Render the AI Financial Summary section."""
+    st.markdown("---")
+    st.markdown("### AI Financial Summary (Powered by Gemini)")
+    google_api_key = (st.session_state.get("google_api_key") or "").strip()
+    if not google_api_key:
+        st.info("Enter your Google API Key in the sidebar to enable AI summaries.")
+        return
+    report_key = f"ai_summary_report_{ticker}"
+    if st.button("Generate Senior Analyst Report", key=f"btn_ai_{ticker}", type="primary"):
+        with st.spinner("Generating analyst report..."):
+            try:
+                if fin_df is None or fin_df.empty:
+                    st.error("No financial data available.")
+                    return
+                inc = _df_to_summary_text(fin_df, "Income Statement")
+                bal = _df_to_summary_text(bal_df, "Balance Sheet")
+                cf = _df_to_summary_text(cf_df, "Cash Flow Statement")
+                import google.generativeai as genai
+                from config.constants import GEMINI_MODEL
+                genai.configure(api_key=google_api_key)
+                model = genai.GenerativeModel(GEMINI_MODEL)
+                r = model.generate_content(
+                    _build_prompt(ticker, inc, bal, cf),
+                    generation_config={"temperature": 0.3, "max_output_tokens": 4096},
+                )
+                text = (r.text or "").strip()
+                if text:
+                    st.session_state[report_key] = text
+                else:
+                    st.error("Empty response from Gemini.")
+            except Exception as e:
+                err = str(e).lower()
+                if "429" in err or "resource" in err:
+                    st.error("Rate limit reached. Wait and retry.")
+                else:
+                    st.error(f"Error: {e}")
+    if st.session_state.get(report_key):
+        st.markdown(st.session_state[report_key])
+        st.caption("AI-generated. Verify independently before making investment decisions.")