refactor: modular architecture v3.0 + SEC filing viewer fix + README

Architecture (3,909-line monolith → 28 focused modules, all < 300 lines): - config/: constants.py (company lists, row maps, Damodaran baselines), theme.py (CSS/HTML) - utils/: prefs, formatting, ticker, dcf, charts, ui_helpers - data/: sec_parser, sec_fetcher, sec_downloader, financials, fundamentals, valuation, ratios, scores, scores_ai, market - ai/: gemini_core, gemini_sec, gemini_insights - views/: sidebar, tab1_quant, tab1_ai, tab1_filings, tab2_dcf, tab3_comps, tab4_news, tab5_markets, tab6_crypto, tab7_technical - app.py: thin orchestrator (~118 lines) - Strict unidirectional dependency graph (no circular imports) - All @st.cache_data TTLs and st.session_state keys preserved identically SEC filing viewer fix: - Rebuilt EDGAR fetch chain: company_tickers.json → CIK → submissions API → filings.recent.primaryDocument[] (replaces deprecated directory.item) - Filing type selectbox (10-K, 10-Q, 8-K, 20-F, 6-K) connected to backend - Native HTML rendered via streamlit.components.v1.html() with CSS reset - Errors surfaced explicitly with st.error() - DART direct links restored for Korean-listed companies .gitignore: data/ → data/*.json + data/*.html (preserve Python modules) README: full rewrite for master's portfolio — 7-tab layout, architecture diagram, modular structure tree, technical challenges, design rationale Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-08-21 14:48:05 +00:00 · 2026-03-19 22:11:07 +00:00
parent 7ce5661569
commit d337c63976
41 changed files with 4409 additions and 2942 deletions
@@ -0,0 +1,115 @@
+"""
+All global constants, company lists, sector maps, regex patterns, row maps, and Damodaran baselines.
+"""
+
+# Company name → ticker for search/autocomplete (expand as needed)
+COMPANY_LIST = [
+    ("NVIDIA Corporation", "NVDA"), ("Apple Inc.", "AAPL"), ("Microsoft Corporation", "MSFT"),
+    ("Amazon.com Inc.", "AMZN"), ("Alphabet Inc.", "GOOGL"), ("Meta Platforms Inc.", "META"),
+    ("AMD", "AMD"), ("Intel Corporation", "INTC"), ("Qualcomm Inc.", "QCOM"), ("Tesla Inc.", "TSLA"),
+    ("Berkshire Hathaway", "BRK.B"), ("JPMorgan Chase", "JPM"), ("Visa Inc.", "V"), ("UnitedHealth", "UNH"),
+    ("Procter & Gamble", "PG"), ("Exxon Mobil", "XOM"), ("Johnson & Johnson", "JNJ"), ("Mastercard", "MA"),
+    ("Chevron", "CVX"), ("Home Depot", "HD"), ("Merck", "MRK"), ("AbbVie", "ABBV"), ("Costco", "COST"),
+    ("PepsiCo", "PEP"), ("Coca-Cola", "KO"), ("Pfizer", "PFE"), ("Walmart", "WMT"), ("Netflix", "NFLX"),
+    ("Adobe", "ADBE"), ("Salesforce", "CRM"), ("Comcast", "CMCSA"), ("Cisco", "CSCO"), ("Oracle", "ORCL"),
+    ("American Express", "AXP"), ("Bank of America", "BAC"), ("Wells Fargo", "WFC"), ("Verizon", "VZ"),
+    ("AT&T", "T"), ("Walt Disney", "DIS"), ("Nike", "NKE"), ("McDonald's", "MCD"), ("Starbucks", "SBUX"),
+    ("Goldman Sachs", "GS"), ("Morgan Stanley", "MS"), ("Target", "TGT"), ("Boeing", "BA"), ("IBM", "IBM"),
+]
+COMPANY_OPTIONS = [f"{t} - {n}" for n, t in COMPANY_LIST]
+COMPANY_TICKER_MAP = {t: n for n, t in COMPANY_LIST}
+
+MARKET_OPTIONS = [
+    "US (S&P/Dow/Nasdaq)",
+    "South Korea (KOSPI/KOSDAQ)",
+    "Japan (Nikkei)",
+    "UK (LSE)",
+]
+
+# Top-down sector analysis: industry → top 5 S&P 500 / NASDAQ tickers
+SECTORS = {
+    "Semiconductors & Hardware": ["NVDA", "AMD", "INTC", "TSM", "AVGO"],
+    "Software & Cloud": ["MSFT", "ADBE", "CRM", "PANW", "CRWD"],
+    "Consumer Retail": ["AMZN", "SBUX", "MCD", "WMT", "HD"],
+    "Financial Services": ["JPM", "BAC", "GS", "MS", "V"],
+    "Healthcare": ["LLY", "UNH", "JNJ", "ABBV", "MRK"],
+}
+
+# Section patterns for 10-K items
+ITEM1A_PATTERNS = [
+    r"Item\s+1A\s*[.:]\s*Risk\s+Factors",
+    r"ITEM\s+1A\s*[.:]\s*Risk\s+Factors",
+]
+ITEM7_PATTERNS = [
+    r"Item\s+7\s*[.:]\s*Management['\u2019]s\s+Discussion\s+and\s+Analysis",
+    r"ITEM\s+7\s*[.:]\s*Management['\u2019]s\s+Discussion",
+    r"Item\s+7\s*[.:]\s*[\w\s]+MD&A",
+]
+ITEM8_PATTERNS = [
+    r"Item\s+8\s*[.:]\s*Financial\s+Statements",
+    r"ITEM\s+8\s*[.:]\s*Financial\s+Statements",
+]
+ITEM3_PATTERNS = [
+    r"Item\s+3\s*[.:]\s*Legal\s+Proceedings",
+    r"ITEM\s+3\s*[.:]\s*Legal\s+Proceedings",
+]
+ITEM9A_PATTERNS = [
+    r"Item\s+9A\s*[.:]\s*Controls\s+and\s+Procedures",
+    r"Item\s+9A\s*[.:]\s*Internal\s+Control",
+    r"ITEM\s+9A\s*[.:]\s*Controls",
+]
+
+# Gemini model config
+GEMINI_MODEL = "gemini-2.0-flash"
+RATE_LIMIT_WAIT_SEC = 60
+
+# Financial statement required keys (for LLM extraction)
+REQUIRED_FINANCIAL_KEYS = [
+    "Revenue", "CostOfRevenue", "OperatingExpenses", "NetIncome",
+    "TotalAssets", "CurrentAssets", "CurrentLiabilities", "LongTermDebt",
+    "OperatingCashFlow", "SharesOutstanding",
+]
+
+# yahooquery: map to our index/column shape (index=line items, columns=dates)
+INCOME_ROW_MAP = [
+    ("Total Revenue", ("TotalRevenue", "OperatingRevenue", "TotalRevenue")),
+    ("Cost Of Revenue", ("CostOfRevenue", "ReconciledCostOfRevenue")),
+    ("Gross Profit", ("GrossProfit",)),
+    ("Operating Income", ("OperatingIncome", "EBIT", "TotalOperatingIncomeAsReported")),
+    ("Net Income", ("NetIncome", "NetIncomeCommonStockholders", "NetIncomeContinuousOperations", "DilutedNIAvailtoComStockholders")),
+    ("Operating Expense", ("OperatingExpense", "OperatingExpenses", "TotalExpenses")),
+    ("Interest Expense", ("InterestExpense", "InterestExpenseNonOperating")),
+    ("Research And Development Expenses", ("ResearchAndDevelopment", "ResearchAndDevelopmentExpenses")),
+]
+BALANCE_ROW_MAP = [
+    ("Total Assets", ("TotalAssets",)),
+    ("Total Stockholder Equity", ("StockholdersEquity", "CommonStockEquity", "TotalEquityGrossMinorityInterest")),
+    ("Total Liabilities", ("TotalLiabilitiesNetMinorityInterest", "TotalLiabilities")),
+    ("Current Assets", ("CurrentAssets",)),
+    ("Current Liabilities", ("CurrentLiabilities",)),
+    ("Long Term Debt", ("LongTermDebt", "LongTermDebtAndCapitalLeaseObligation")),
+    ("Total Debt", ("TotalDebt",)),
+    ("Share Issued", ("OrdinarySharesNumber", "ShareIssued", "BasicAverageShares", "DilutedAverageShares")),
+    ("Cash And Cash Equivalents", ("CashAndCashEquivalents", "CashCashEquivalentsAndShortTermInvestments", "EndCashPosition")),
+    ("Retained Earnings", ("RetainedEarnings",)),
+]
+CASHFLOW_ROW_MAP = [
+    ("Operating Cash Flow", ("OperatingCashFlow", "CashFromOperatingActivities")),
+    ("Capital Expenditure", ("CapitalExpenditure", "CapitalExpenditures")),
+]
+
+# Aswath Damodaran sector WACC (approx. 2024/2025 baseline). Used for reference in DCF panel.
+DAMODARAN_WACC = {
+    "Software": 8.5,
+    "Retail": 7.5,
+    "Hardware": 9.0,
+    "Financials": 8.0,
+    "Healthcare": 7.2,
+    "Consumer": 7.5,
+    "Technology": 8.5,
+    "Industrial": 7.8,
+    "Energy": 8.2,
+    "Utilities": 6.5,
+}
+DAMODARAN_ERP_PCT = 4.6
+DAMODARAN_RF_PCT = 4.2
@@ -0,0 +1,176 @@
+"""
+Soft Navy Professional Financial Terminal Theme — CSS + header HTML.
+"""
+
+SOFT_NAVY_CSS = """
+<style>
+/* ═══════ Soft Navy — Professional Financial Terminal Theme ═══════ */
+
+/* Base */
+@import url('https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&family=JetBrains+Mono:wght@400;500;600;700&display=swap');
+
+[data-testid="stAppViewContainer"] {
+    background: linear-gradient(180deg, #0F1923 0%, #131D2A 100%);
+    color: #D1D5DB;
+    font-family: 'Inter', -apple-system, sans-serif;
+}
+[data-testid="stSidebar"] {
+    background: #0D1520;
+    border-right: 1px solid rgba(255,255,255,0.06);
+}
+[data-testid="stHeader"] {
+    background: rgba(15, 25, 35, 0.95);
+    backdrop-filter: blur(12px);
+    border-bottom: 1px solid rgba(255,255,255,0.06);
+}
+
+/* Typography */
+h1, h2, h3, h4, h5, h6 { color: #F3F4F6 !important; font-family: 'Inter', sans-serif !important; font-weight: 700 !important; }
+p, span, label, .stMarkdown, div[data-testid="stText"] { color: #D1D5DB !important; }
+.stCaption, [data-testid="stCaptionContainer"] { color: #6B7280 !important; }
+
+/* Metrics — monospace numbers */
+div[data-testid="stMetricValue"] {
+    font-size: 1.6rem !important;
+    font-family: 'JetBrains Mono', monospace !important;
+    font-weight: 700 !important;
+    color: #F9FAFB !important;
+}
+[data-testid="stMetricDelta"] > div { font-family: 'JetBrains Mono', monospace !important; font-size: 0.85rem !important; }
+[data-testid="stMetricDelta"][style*="color: rgb(9, 171, 59)"] { color: #34D399 !important; }
+[data-testid="stMetricDelta"][style*="color: rgb(255, 43, 43)"] { color: #F87171 !important; }
+
+/* Tabs — pill style */
+.stTabs [data-baseweb="tab-list"] {
+    gap: 4px;
+    background: rgba(255,255,255,0.03);
+    border-radius: 10px;
+    padding: 4px 6px;
+    border: 1px solid rgba(255,255,255,0.06);
+}
+.stTabs [data-baseweb="tab"] {
+    padding: 8px 18px;
+    font-weight: 600;
+    font-size: 0.82rem;
+    color: #6B7280;
+    border-radius: 8px;
+    background: transparent;
+    border: none;
+    transition: all 0.2s ease;
+}
+.stTabs [aria-selected="true"] {
+    background: rgba(59, 130, 246, 0.15) !important;
+    color: #60A5FA !important;
+    box-shadow: 0 0 0 1px rgba(59, 130, 246, 0.3);
+}
+
+/* Inputs */
+input, textarea, [data-baseweb="input"] > div, [data-baseweb="select"] > div {
+    background: rgba(255,255,255,0.04) !important;
+    color: #E5E7EB !important;
+    border-color: rgba(255,255,255,0.08) !important;
+    border-radius: 8px !important;
+    font-family: 'Inter', sans-serif !important;
+}
+input:focus, textarea:focus { border-color: rgba(59, 130, 246, 0.5) !important; box-shadow: 0 0 0 2px rgba(59, 130, 246, 0.15) !important; }
+
+/* Buttons */
+.stButton > button {
+    background: rgba(59, 130, 246, 0.12);
+    color: #60A5FA;
+    border: 1px solid rgba(59, 130, 246, 0.3);
+    border-radius: 8px;
+    font-weight: 600;
+    font-size: 0.85rem;
+    padding: 8px 20px;
+    transition: all 0.2s ease;
+}
+.stButton > button:hover {
+    background: rgba(59, 130, 246, 0.25);
+    border-color: #60A5FA;
+    transform: translateY(-1px);
+    box-shadow: 0 4px 12px rgba(59, 130, 246, 0.15);
+}
+
+/* Dataframes */
+[data-testid="stDataFrame"] {
+    border: 1px solid rgba(255,255,255,0.06);
+    border-radius: 10px;
+    overflow: hidden;
+}
+[data-testid="stDataFrame"] th {
+    background: rgba(255,255,255,0.04) !important;
+    color: #9CA3AF !important;
+    font-weight: 600 !important;
+    text-transform: uppercase;
+    font-size: 0.7rem !important;
+    letter-spacing: 0.5px;
+}
+[data-testid="stDataFrame"] td {
+    font-family: 'JetBrains Mono', monospace !important;
+    font-size: 0.85rem !important;
+}
+
+/* Expanders */
+div[data-testid="stExpander"] {
+    background: rgba(255,255,255,0.02);
+    border: 1px solid rgba(255,255,255,0.06);
+    border-radius: 10px;
+}
+
+/* Sliders */
+.stSlider [data-baseweb="slider"] [role="slider"] { background: #3B82F6 !important; }
+.stSlider [data-baseweb="slider"] [data-testid="stThumbValue"] { color: #60A5FA !important; font-family: 'JetBrains Mono', monospace !important; }
+
+/* Alerts */
+[data-testid="stAlert"] { border-radius: 8px; border: none; }
+div[data-baseweb="notification"][kind="positive"] { background: rgba(52, 211, 153, 0.08) !important; border-left: 3px solid #34D399 !important; }
+div[data-baseweb="notification"][kind="warning"] { background: rgba(251, 191, 36, 0.08) !important; border-left: 3px solid #FBBF24 !important; }
+div[data-baseweb="notification"][kind="negative"] { background: rgba(248, 113, 113, 0.08) !important; border-left: 3px solid #F87171 !important; }
+
+/* Plotly */
+.js-plotly-plot .plotly .main-svg { background: transparent !important; }
+
+/* Scrollbar */
+::-webkit-scrollbar { width: 5px; height: 5px; }
+::-webkit-scrollbar-track { background: transparent; }
+::-webkit-scrollbar-thumb { background: rgba(255,255,255,0.1); border-radius: 3px; }
+::-webkit-scrollbar-thumb:hover { background: rgba(255,255,255,0.2); }
+
+/* Container */
+.block-container { padding-top: 1rem; max-width: 1400px; }
+
+/* Selectbox dropdown */
+[data-baseweb="popover"] { background: #1A2332 !important; border: 1px solid rgba(255,255,255,0.08) !important; border-radius: 8px !important; }
+[data-baseweb="menu"] li { color: #D1D5DB !important; }
+[data-baseweb="menu"] li:hover { background: rgba(59, 130, 246, 0.12) !important; }
+
+/* Sidebar specific */
+[data-testid="stSidebar"] .stButton > button { width: 100%; }
+[data-testid="stSidebar"] [data-baseweb="select"] > div { background: rgba(255,255,255,0.06) !important; }
+
+/* Custom utility classes */
+.rating-badge { display: inline-block; padding: 4px 14px; border-radius: 6px; font-weight: 700; font-size: 0.85rem; font-family: 'JetBrains Mono', monospace; }
+.rating-buy { background: rgba(52, 211, 153, 0.15); color: #34D399; border: 1px solid rgba(52, 211, 153, 0.3); }
+.rating-sell { background: rgba(248, 113, 113, 0.15); color: #F87171; border: 1px solid rgba(248, 113, 113, 0.3); }
+.rating-hold { background: rgba(251, 191, 36, 0.15); color: #FBBF24; border: 1px solid rgba(251, 191, 36, 0.3); }
+.stat-card { background: rgba(255,255,255,0.03); border: 1px solid rgba(255,255,255,0.06); border-radius: 10px; padding: 16px; text-align: center; }
+.stat-label { color: #6B7280; font-size: 0.7rem; font-weight: 600; letter-spacing: 1px; text-transform: uppercase; }
+.stat-value { color: #F9FAFB; font-size: 1.2rem; font-weight: 700; font-family: 'JetBrains Mono', monospace; margin: 4px 0; }
+.stat-delta { font-size: 0.8rem; font-family: 'JetBrains Mono', monospace; }
+.delta-up { color: #34D399; }
+.delta-down { color: #F87171; }
+.section-label { color: #6B7280; font-size: 0.7rem; font-weight: 600; letter-spacing: 2px; text-transform: uppercase; margin: 20px 0 8px; }
+</style>
+"""
+
+HEADER_HTML = """
+<div style="display: flex; align-items: baseline; gap: 10px; margin-bottom: 4px;">
+    <span style="font-size: 1.8rem; font-weight: 800; color: #60A5FA; font-family: 'JetBrains Mono', monospace; letter-spacing: -1px;">ATLAS</span>
+    <span style="font-size: 1.8rem; font-weight: 300; color: #4B5563; letter-spacing: 2px;">TERMINAL</span>
+    <span style="font-size: 0.65rem; color: #374151; font-weight: 600; padding: 2px 8px; background: rgba(59,130,246,0.1); border-radius: 4px; margin-left: 4px;">v2.0</span>
+</div>
+<p style="color: #4B5563; font-size: 0.78rem; margin-top: 0;">
+    Hybrid: Gemini AI qualitative &middot; yfinance quantitative &middot; Single unified terminal
+</p>
+"""