IR:ESG Reporter.py

# Write the code from cell 3wKDeFDDoQZU into the file models.py
models_code = """
from pydantic import BaseModel,Field
from typing import List,Optional,Dict,Any

class CompanyMeta(BaseModel):
  company_name:str
  fiscal_year:int
  currency:str="JPY"
  ticker:Optional[str] = None
  report_title:str = "Integrated Report"
  ceo_name:Optional[str] = None
  material_topics:List[str]=[]
  targets:Dict[str,Any]={}

class ESGRow(BaseModel):
  year:int
  metric:str
  value:float
  unit:str
  scope:Optional[str]=None
  notes:Optional[str]=None

class ReportSections(BaseModel):
  ceo_message:str = ""
  risl_opportunity:str = ""

class RenderPayload(BaseModel):
  meta:CompanyMeta
  esg_table:List[Dict[str,Any]]
  kpi:Dict[str,float]
  sections:ReportSections
  generated_at:str
"""
with open("models.py", "w", encoding="utf-8") as f:
    f.write(models_code)

# Write the code from cell b7VKsopm8D2F into the file templating.py
templating_code = """
from jinja2 import Environment,FileSystemLoader,select_autoescape
from pathlib import Path

def get_env(templates_dir:str):
  env = Environment(
      loader = FileSystemLoader(templates_dir),
      autoescape=select_autoescape(["html","xml"])
  )
  return env

def render(env,template_name: str,context :dict)->str:
  template = env.get_template(template_name)
  return template.render(**context)
"""
with open("templating.py", "w", encoding="utf-8") as f:
    f.write(templating_code)

# Write the code from cell zncVxyX69kXW into the file render.py
render_code = """
# from weasyprint import HTML # Commenting out due to potential dependency issues
from docx import Document
from docx.shared import Pt
from bs4 import BeautifulSoup

def html_to_pdf(html_str:str,out_pdf_path:str):
  # HTML(string=html_str).write_pdf(out_pdf_path) # Commenting out due to potential dependency issues
  print("PDF generation skipped due to weasyprint dependency")


def html_to_docx(html_str:str,out_docx_path:str):
  doc = Document()
  soup = BeautifulSoup(html_str,"html.parser")
  for tag in soup.find_all(["h1","h2","h3","p","li"]):
    text = tag.get_text(strip=True)
    if not text:
      continue
    if tag.name =="h1":
      p = doc.add_heading(text,level=0)
    elif tag.name=="h2":
      p=doc.add_heading(text,level=1)
    elif tag.name=="h3":
      p=doc.add_heading(text,level=2)
    else:
      p= doc.add_paragraph(text)
    for run in p.runs:
      run.font.size = Pt(11)
  doc.save(out_docx_path)
"""
with open("render.py", "w", encoding="utf-8") as f:
    f.write(render_code)

# Write the code from cell Gc-m0Xv-CM6a into the file core.py
core_code = """
import pandas as pd
import yaml, datetime
from pathlib import Path
from templating import get_env,render
from models import CompanyMeta, ReportSections,RenderPayload
from render import html_to_pdf,html_to_docx

DISPLAY_NAME={
    "co2_emissions":"CO2排出量",
    "energy_renewable_ratio":"再生可能エネルギー比率",
    "female_management_ratio":"女性管理職比率"
}
def load_company_meta(path:str)->CompanyMeta:
  with open(path, 'r', encoding='utf-8') as f:
    data = yaml.safe_load(f)
  return CompanyMeta(**data)

def load_financials(path:str)->pd.DataFrame:
  df = pd.read_csv(path)
  return df

def load_esg(path:str)->pd.DataFrame:
  df = pd.read_csv(path)
  return df

def compute_kpi(fin_df:pd.DataFrame, fiscal_year:int):
  latest = fin_df[fin_df["year"] == fiscal_year].sort_values("quarter").tail(1)
  prev = fin_df[fin_df["year"] == fiscal_year - 1].sort_values("quarter").tail(1)

  revenue = float(latest["revenue"].iloc[0]) if not latest.empty and "revenue" in latest.columns else 0.0
  operating_income = float(latest["operating_income"].iloc[0]) if not latest.empty and "operating_income" in latest.columns else 0.0
  ebit = float(latest["ebit"].iloc[0]) if not latest.empty and "ebit" in latest.columns else 0.0
  net_income = float(latest["net_income"].iloc[0]) if not latest.empty and "net_income" in latest.columns else 0.0
  equity = float(latest["equity"].iloc[0]) if not latest.empty and "equity" in latest.columns else 0.0 # Assuming 'equity' is a column in financials

  ebit_margin = ebit / revenue * 100 if revenue else 0.0
  roe = net_income / equity * 100 if equity else 0.0
  revenue_yoy = ((revenue / float(prev["revenue"].iloc[0])) - 1) * 100 if not prev.empty and "revenue" in prev.columns else 0.0

  return {
      "revenue": revenue,
      "operating_income": operating_income,
      "ebit": ebit,
      "net_income": net_income,
      "ebit_margin": ebit_margin,
      "roe": roe,
      "revenue_yoy": revenue_yoy,
  }

def esg_table(df:pd.DataFrame, fiscal_year:int):
    dfy = df[df["year"]==fiscal_year].copy()
    rows = []
    for _,r in dfy.iterrows():
      display = DISPLAY_NAME.get(r["metric"],r["metric"])
      rows.append({
          "display":display,
          "value":r["value"],
          "unit":r.get("unit",""),
          "scope":r.get("scope",""),
          "notes":r.get("notes","")
      })
    return rows

def build_sections(meta:CompanyMeta,kpi:dict,esg_rows:list,llm=None)->ReportSections:
  if llm:
    ceo_message = llm.generate_ceo_message(meta,kpi,esg_rows)
    risk=llm.generate_risk_opportunity(meta,kpi,esg_rows)
  else:
    ceo_message =f"{meta.fiscal_year}期は、売り上げ成長と収益性の両立に注力しました。今後も中長期的な企業価値向上を目指します。"
    risk="主要リスクはマクロ環境と規制動向。機会は生成AI活用と脱炭素需要の拡大です。"
  return ReportSections(ceo_message=ceo_message,risk_opportunity=risk)

def generate_report(
    company_yaml:str,financials_csv:str,esg_csv:str,
    template_dir:str,template_name:str ="report.html.j2",
    out_html="output/report.html",out_pdf="output/report.pdf",out_docx="output/report.docx",
    llm=None,
):
  Path("output").mkdir(exist_ok=True)
  meta = load_company_meta(company_yaml)
  fin =load_financials(financials_csv)
  esg= load_esg(esg_csv)

  kpi = compute_kpi(fin,meta.fiscal_year)
  esg_rows = esg_table(esg,meta.fiscal_year)
  sections = build_sections(meta,kpi,esg_rows,llm=llm)

  env=get_env(template_dir)
  payload = RenderPayload(
      meta=meta,esg_table=esg_rows,kpi=kpi,sections=sections,generated_at=datetime.datetime.now().strftime("%Y-%m-%d %H:%M")
      ).model_dump()

  html = render(env,template_name,payload)
  Path(out_html).write_text(html,encoding="utf-8")
  # html_to_pdf(html,out_pdf) # Commenting out due to potential weasyprint dependency issues
  html_to_docx(html,out_docx)
  return out_html,out_pdf,out_docx
"""
with open("core.py", "w", encoding="utf-8") as f:
    f.write(core_code)

# Write the code from cell M9d5MAI4iiOK into the file app/main.py
main_code = """
from fastapi import FastAPI, UploadFile, Form
from fastapi.responses import FileResponse
from pathlib import Path
import tempfile, shutil
from core import generate_report

app = FastAPI()

@app.post("/generate")
async def generate(company: UploadFile, financials: UploadFile, esg: UploadFile):
    with tempfile.TemporaryDirectory() as td:
        cpath = Path(td)/"company.yaml"; cpath.write_bytes(await company.read())
        fpath = Path(td)/"financials.csv"; fpath.write_bytes(await financials.read())
        epath = Path(td)/"esg.csv"; epath.write_bytes(await esg.read())
        html, pdf, docx = generate_report(
            str(cpath), str(fpath), str(epath), templates_dir="app/templates"
        )
        return {"html": html, "pdf": pdf, "docx": docx}

# uvicorn app.main:app --reload
"""
with open("app/main.py", "w", encoding="utf-8") as f:
    f.write(main_code)

# Write the code from cell QnYd9YY5i_X_ into the file app/templates/report.html.j2
html_template_content = """
<!doctype html>
<html lang="ja">
<head>
  <meta charset="utf-8" />
  <title>{{ meta.report_title }} - {{ meta.company_name }}</title>
  <style>
    body { font-family: system-ui, -apple-system, "Segoe UI", Helvetica, Arial; line-height: 1.6; }
    h1,h2,h3 { margin: 0.6em 0; }
    .kpi { display: grid; grid-template-columns: repeat(3, 1fr); gap: 12px; }
    .card { border: 1px solid #ddd; border-radius: 12px; padding: 12px; }
    .small { color: #666; font-size: 0.9em; }
    table { border-collapse: collapse; width: 100%; }
    th, td { border: 1px solid #eee; padding: 8px; text-align: right; }
    th { background: #fafafa; }
    .left { text-align: left; }
  </style>
</head>
<body>
  <h1>{{ meta.report_title }}（{{ meta.fiscal_year }}）</h1>
  <p class="small">{{ meta.company_name }} / Ticker: {{ meta.ticker }} / 通貨: {{ meta.currency }}</p>

  <h2>CEOメッセージ</h2>
  <p>{{ sections.ceo_message }}</p>

  <h2>ハイライトKPI</h2>
  <div class="kpi">
    <div class="card">
      <div class="small">売上高</div>
      <div><strong>{{ kpi.revenue | round(0) | int }} {{ meta.currency }}</strong></div>
      <div class="small">前年比: {{ kpi.revenue_yoy | round(1) }}%</div>
    </div>
    <div class="card">
      <div class="small">EBIT</div>
      <div><strong>{{ kpi.ebit | round(0) | int }} {{ meta.currency }}</strong></div>
      <div class="small">マージン: {{ kpi.ebit_margin | round(1) }}%</div>
    </div>
    <div class="card">
      <div class="small">純利益</div>
      <div><strong>{{ kpi.net_income | round(0) | int }} {{ meta.currency }}</strong></div>
      <div class="small">ROE: {{ kpi.roe | round(1) }}%</div>
    </div>
  </div>

  <h2>ESGサマリー</h2>
  <table>
    <thead>
      <tr><th class="left">指標</th><th>値</th><th>単位</th><th class="left">備考</th></tr>
    </thead>
    <tbody>
      {% for row in esg_table %}
      <tr>
        <td class="left">{{ row.display }}</td>
        <td>{{ row.value }}</td>
        <td>{{ row.unit }}</td>
        <td class="left">{{ row.notes }}</td>
      </tr>
      {% endfor %}
    </tbody>
  </table>

  <h2>マテリアリティ & ターゲット</h2>
  <ul>
  {% for topic in meta.material_topics %}
    <li>{{ topic }}</li>
  {% endfor %}
  </ul>
  <p class="small">CO₂削減目標: {{ meta.targets.co2_reduction_pct }}% / 女性管理職比率: {{ meta.targets.female_management_ratio }}% / 再エネ比率: {{ meta.targets.renewable_energy_ratio }}%</p>

  <h2>リスク & 機会（要約）</h2>
  <p>{{ sections.risk_opportunity }}</p>

  <footer class="small">Generated on {{ generated_at }}</footer>
</body>
</html>
"""
with open("app/templates/report.html.j2", "w", encoding="utf-8") as f:
    f.write(html_template_content)