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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>
This commit is contained in:
shawnkim1997
co-authored by
Claude Sonnet 4.6
Claude Sonnet 4.6
parent
7ce5661569
commit
d337c63976
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"""Tab 1 — Deep-Dive AI Analysis: Management Strategy & Risk Factors buttons,
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display of saved results."""
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import streamlit as st
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from data.sec_downloader import get_10k_sections
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from data.fundamentals import get_sector_industry
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from ai.gemini_core import _gemini_forensic_audit
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from ai.gemini_sec import get_gemini_item7_strategy_stream, get_gemini_item1a_risks_stream
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def render_tab1_ai_analysis(ticker, quant_ticker, market):
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"""Render the Deep-Dive Analysis (AI) section of Tab 1."""
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st.markdown("---")
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st.markdown("#### 🔍 Deep-Dive Analysis (AI)")
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st.caption("10-K sections are cached in **data/**; repeat runs use cache for instant AI analysis. First run may take 20–60 s to fetch 10-K; Gemini then streams in ~5–10 s.")
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if not ticker:
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st.caption("Enter a ticker in the sidebar to enable analysis.")
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else:
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api_ok = bool(st.session_state.get("google_api_key"))
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email_ok = bool(st.session_state.get("sec_email"))
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err_msg = []
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if not api_ok:
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err_msg.append("Google API Key")
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if not email_ok:
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err_msg.append("SEC EDGAR Email")
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if err_msg:
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st.caption(f"Set **{' and '.join(err_msg)}** in the sidebar to run analysis.")
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col_a, col_b = st.columns(2)
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is_us = market and "US" in market
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is_korea = market and ("Korea" in market or "KOSPI" in market or "KOSDAQ" in market)
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is_japan_uk = market and ("Japan" in market or "Nikkei" in market or "UK" in market or "LSE" in market)
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# --- Button A: Management Strategy ---
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with col_a:
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if st.button("Analyze Management Strategy (MD&A)", key="run_mda_strategy"):
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if is_korea:
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st.warning("DART API integration for Korean MD&A is currently under construction. Please check back in Phase 2.")
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elif is_japan_uk:
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st.warning("EDINET/LSE document parsing is currently under development.")
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elif not api_ok or not email_ok:
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st.error("Set API Key and SEC Email in the sidebar.")
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else:
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try:
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with st.status("Loading 10-K (cache or download)...", expanded=True) as status:
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sections, _ = get_10k_sections(ticker, st.session_state["sec_email"])
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si = get_sector_industry(quant_ticker)
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status.update(label="10-K loaded. Calling Gemini…", state="running")
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# Stream OUTSIDE the status box so user sees text as it arrives
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st.markdown("### Management Strategy (Item 7)")
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st.caption("Streaming from Gemini (first words in ~5–10 sec, then flows in real time).")
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stream_gen = get_gemini_item7_strategy_stream(
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st.session_state["google_api_key"],
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sections.get("item7") or "",
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ticker,
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si.get("sector") or "N/A",
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si.get("industry") or "N/A",
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)
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# write_stream returns the full concatenated string after it finishes streaming
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full_response = st.write_stream(stream_gen)
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st.session_state["mda_strategy_result"] = full_response
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st.session_state["mda_strategy_ticker"] = ticker
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st.session_state["mda_strategy_error"] = None
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except Exception as e:
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st.session_state["mda_strategy_error"] = str(e)
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st.error(f"Strategy analysis failed: {str(e)}")
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# --- Button B: Risk Factors & Forensic ---
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with col_b:
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if st.button("Analyze Risk Factors (Item 1A)", key="run_mda_risk"):
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if is_korea:
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st.warning("DART API integration for Korean MD&A is currently under construction. Please check back in Phase 2.")
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elif is_japan_uk:
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st.warning("EDINET/LSE document parsing is currently under development.")
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elif not api_ok or not email_ok:
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st.error("Set API Key and SEC Email in the sidebar.")
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else:
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try:
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with st.status("Loading 10-K (cache or download)...", expanded=True) as status:
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sections, _ = get_10k_sections(ticker, st.session_state["sec_email"])
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status.update(label="10-K loaded. Running forensic audit…", state="running")
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# Run forensic silently IN THE BACKGROUND first
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forensic = _gemini_forensic_audit(
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st.session_state["google_api_key"],
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sections.get("item3") or "",
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sections.get("item9a") or "",
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ticker,
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)
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status.update(label="Done.", state="complete")
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# Stream the risk factors OUTSIDE the status box
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st.markdown("### Risk Factors (Item 1A)")
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st.caption("Streaming from Gemini (first words in ~5–10 sec, then flows in real time).")
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stream_gen = get_gemini_item1a_risks_stream(
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st.session_state["google_api_key"],
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sections.get("item1a") or "",
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ticker,
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)
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risk_response = st.write_stream(stream_gen)
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# Combine both for the final result
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final_out = risk_response
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if forensic and forensic.strip():
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st.markdown("### Forensic Audit (Item 3 & 9A)")
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st.markdown(forensic.strip())
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final_out += f"\n\n---\n\n### Forensic Audit (Item 3 & 9A)\n\n{forensic.strip()}"
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st.session_state["mda_risk_result"] = final_out
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st.session_state["mda_risk_ticker"] = ticker
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st.session_state["mda_risk_error"] = None
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except Exception as e:
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st.session_state["mda_risk_error"] = str(e)
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st.error(f"Risk analysis failed: {str(e)}")
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# --- Display Saved Results if User Switches Tabs ---
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st.markdown("---")
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if st.session_state.get("mda_strategy_ticker") == ticker:
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if st.session_state.get("mda_strategy_error"):
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st.error("Strategy Error: " + st.session_state["mda_strategy_error"])
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elif st.session_state.get("mda_strategy_result"):
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with st.expander("View Previous Strategy Analysis", expanded=True):
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st.markdown(st.session_state["mda_strategy_result"])
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if st.session_state.get("mda_risk_ticker") == ticker:
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if st.session_state.get("mda_risk_error"):
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st.error("Risk Error: " + st.session_state["mda_risk_error"])
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elif st.session_state.get("mda_risk_result"):
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with st.expander("View Previous Risk & Forensic Analysis", expanded=True):
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st.markdown(st.session_state["mda_risk_result"])
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