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import requests
import json
import os
import time
from requests.adapters import HTTPAdapter
from urllib3.util.retry import Retry
from huggingface_hub import InferenceClient
MCP_SPACE = "JC321/EasyReportDateMCP"
MCP_URL = "https://jc321-easyreportdatemcp.hf.space"
MCP_ENDPOINT = "/mcp" # MCP 工具调用端点
# 设置请求头
HEADERS = {
"Content-Type": "application/json",
"User-Agent": "SEC-Query-Assistant/1.0 (jtyxabc@gmail.com)"
}
# 创建带重试的 requests session
def create_session_with_retry():
"""创建带重试机制的 requests session"""
session = requests.Session()
retry = Retry(
total=3, # 最多重试3次
backoff_factor=1, # 重试间隔:1秒, 2秒, 4秒
status_forcelist=[500, 502, 503, 504], # 这些状态码会触发重试
)
adapter = HTTPAdapter(max_retries=retry)
session.mount('http://', adapter)
session.mount('https://', adapter)
return session
# 创建全局 session
session = create_session_with_retry()
# 初始化 Hugging Face Inference Client
# 使用环境变量或者免费的公开模型
HF_TOKEN = os.getenv("HF_TOKEN", None) # 可选:如果需要访问私有模型
try:
client = InferenceClient(token=HF_TOKEN)
except Exception as e:
print(f"Warning: Failed to initialize Hugging Face client: {e}")
client = None
# 定义可用的 MCP 工具
MCP_TOOLS = [
{
"type": "function",
"function": {
"name": "advanced_search_company",
"description": "Search for a US listed company by name or stock ticker symbol to get basic company information including CIK, name, and ticker",
"parameters": {
"type": "object",
"properties": {
"company_input": {
"type": "string",
"description": "Company name or stock ticker symbol (e.g., 'Apple', 'AAPL', 'Microsoft', 'TSLA')"
}
},
"required": ["company_input"]
}
}
},
{
"type": "function",
"function": {
"name": "get_latest_financial_data",
"description": "Get the latest financial data for a company using its CIK number. Returns revenue, net income, EPS, operating expenses, and cash flow for the most recent fiscal period",
"parameters": {
"type": "object",
"properties": {
"cik": {
"type": "string",
"description": "10-digit CIK number of the company (must be obtained from advanced_search_company first)"
}
},
"required": ["cik"]
}
}
},
{
"type": "function",
"function": {
"name": "extract_financial_metrics",
"description": "Extract financial metrics trends over multiple years for a company. Returns historical data including revenue, net income, EPS, operating expenses, and cash flow",
"parameters": {
"type": "object",
"properties": {
"cik": {
"type": "string",
"description": "10-digit CIK number of the company"
},
"years": {
"type": "integer",
"description": "Number of years to retrieve (typically 3 or 5)",
"enum": [3, 5]
}
},
"required": ["cik", "years"]
}
}
}
]
# 格式化数值显示
def format_value(value, value_type="money"):
"""
格式化数值:0或极小值显示为N/A,其他显示为带单位的格式
value_type: "money" (金额), "eps" (每股收益), "number" (普通数字)
"""
# 检查 None 或极小值(阈值设为0.01,即10M,低于此值视为无意义数据)
if value is None or abs(value) < 0.01:
return "N/A"
if value_type == "money":
return f"${value:.2f}B"
elif value_type == "eps":
return f"${value:.2f}"
else: # number
return f"{value:.2f}"
def call_mcp_tool(tool_name, arguments):
"""调用 MCP 工具并返回结果"""
try:
# 构建完整的 URL
full_url = f"{MCP_URL}{MCP_ENDPOINT}"
# FastMCP HTTP Server 使用 /mcp 端点
response = session.post(
full_url,
json={
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"name": tool_name,
"arguments": arguments
},
"id": 1
},
headers=HEADERS,
timeout=60
)
# 调试信息
print(f"DEBUG: Calling {full_url}")
print(f"DEBUG: Tool: {tool_name}, Args: {arguments}")
print(f"DEBUG: Status Code: {response.status_code}")
print(f"DEBUG: Response: {response.text[:500]}")
if response.status_code != 200:
return {
"error": f"HTTP {response.status_code}",
"detail": response.text,
"url": full_url
}
return response.json()
except Exception as e:
return {
"error": str(e),
"url": full_url if 'full_url' in locals() else MCP_URL
}
def normalize_cik(cik):
"""
格式化 CIK 为标准的 10 位格式
"""
if not cik:
return None
# 转换为字符串并移除非数字字符
cik_str = str(cik).replace('-', '').replace(' ', '')
# 仅保留数字
cik_str = ''.join(c for c in cik_str if c.isdigit())
# 填充前导 0 至 10 位
return cik_str.zfill(10) if cik_str else None
def parse_mcp_response(response_data):
"""
解析 MCP 协议响应数据
支持格式:
1. {"result": {"content": [{"type": "text", "text": "{...}"}]}}
2. {"content": [{"type": "text", "text": "{...}"}]}
3. 直接的 JSON 数据
"""
if not isinstance(response_data, dict):
return response_data
# 格式 1: {"result": {"content": [...]}}
if "result" in response_data and "content" in response_data["result"]:
content = response_data["result"]["content"]
if content and len(content) > 0:
text_content = content[0].get("text", "{}")
# 直接解析 JSON(MCP Server 已移除 emoji 前缀)
try:
return json.loads(text_content)
except json.JSONDecodeError:
return text_content
return {}
# 格式 2: {"content": [...]}
elif "content" in response_data:
content = response_data.get("content", [])
if content and len(content) > 0:
text_content = content[0].get("text", "{}")
# 直接解析 JSON
try:
return json.loads(text_content)
except json.JSONDecodeError:
return text_content
return {}
# 格式 3: 直接返回
return response_data
# MCP 工具定义
def create_mcp_tools():
"""创建 MCP 工具列表"""
return [
{
"name": "query_financial_data",
"description": "Query SEC financial data for US listed companies",
"parameters": {
"type": "object",
"properties": {
"company_name": {
"type": "string",
"description": "Company name or stock symbol (e.g., Apple, NVIDIA, AAPL)"
},
"query_type": {
"type": "string",
"enum": ["Latest Financial Data", "3-Year Trends", "5-Year Trends"],
"description": "Type of financial query"
}
},
"required": ["company_name", "query_type"]
}
}
]
# 工具执行函数
def execute_tool(tool_name, **kwargs):
"""执行 MCP 工具"""
if tool_name == "query_financial_data":
return query_financial_data(kwargs.get("company_name"), kwargs.get("query_type"))
return f"Unknown tool: {tool_name}"
# 创建超链接
def create_source_link(source_form, source_url=None):
"""为Source Form创建超链接,使用MCP后端返回的URL"""
if not source_form or source_form == 'N/A':
return source_form
# 如果后端提供了URL,使用后端的URL
if source_url and source_url != 'N/A':
return f"[{source_form}]({source_url})"
# 如果没有URL,只显示文本
return source_form
def query_financial_data(company_name, query_type):
"""查询财务数据的主函数"""
if not company_name:
return "Please enter a company name or stock symbol"
# 翻译英文查询类型为中文(用于后端处理)
query_type_mapping = {
"Latest Financial Data": "最新财务数据",
"3-Year Trends": "3年趋势",
"5-Year Trends": "5年趋势",
"Company Filings": "公司报表列表"
}
internal_query_type = query_type_mapping.get(query_type, query_type)
try:
# 使用 MCP 协议调用工具
# 先搜索公司(使用 advanced_search_company)
try:
search_result = call_mcp_tool("advanced_search_company", {"company_input": company_name})
except requests.exceptions.Timeout:
return f"❌ MCP Server Timeout: The server took too long to respond (>60s).\n\n**Possible reasons**:\n1. MCP Server is cold starting (first request after idle)\n2. Server is overloaded\n3. Network issues\n\n**Suggestion**: Please try again in a few moments. If the problem persists, the MCP Server at {MCP_URL} may be down."
# 检查是否有错误
if "error" in search_result:
return f"❌ Server Error: {search_result.get('error')}\n\nResponse: {search_result.get('detail', 'N/A')}\n\nURL: {search_result.get('url', MCP_URL)}"
# 解析搜索结果
company = parse_mcp_response(search_result)
if isinstance(company, dict) and company.get("error"):
return f"❌ Error: {company['error']}"
# advanced_search 返回的字段: cik, name, ticker
# 注意: 不是 tickers 和 sic_description
company_name = company.get('name', 'Unknown')
ticker = company.get('ticker', 'N/A')
result = f"# {company_name}\n\n"
result += f"**Stock Symbol**: {ticker}\n"
# sic_description 需要后续通过 get_company_info 获取,这里暂时不显示
result += "\n---\n\n"
# 获取并格式化 CIK 为 10 位标准格式
cik = normalize_cik(company.get('cik'))
if not cik:
return result + f"❌ Error: Invalid CIK from company search\n\nDebug: company data = {json.dumps(company, indent=2)}"
# 根据查询类型获取数据
if internal_query_type == "最新财务数据":
data_resp = session.post(
f"{MCP_URL}/mcp",
json={
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"name": "get_latest_financial_data",
"arguments": {"cik": cik}
},
"id": 1
},
headers=HEADERS,
timeout=60 # 增加到60秒
)
if data_resp.status_code != 200:
return result + f"❌ Server Error: HTTP {data_resp.status_code}\n\n{data_resp.text[:500]}"
try:
data_result = data_resp.json()
# 使用统一的 MCP 响应解析函数
data = parse_mcp_response(data_result)
except (ValueError, KeyError, json.JSONDecodeError) as e:
return result + f"❌ JSON Parse Error: {str(e)}\n\n{data_resp.text[:500]}"
if isinstance(data, dict) and data.get("error"):
return result + f"❌ {data['error']}"
cik = data.get('cik')
result += f"## Fiscal Year {data.get('period', 'N/A')}\n\n"
total_revenue = data.get('total_revenue', 0) / 1e9 if data.get('total_revenue') else 0
net_income = data.get('net_income', 0) / 1e9 if data.get('net_income') else 0
eps = data.get('earnings_per_share', 0) if data.get('earnings_per_share') else 0
opex = data.get('operating_expenses', 0) / 1e9 if data.get('operating_expenses') else 0
ocf = data.get('operating_cash_flow', 0) / 1e9 if data.get('operating_cash_flow') else 0
result += f"- **Total Revenue**: {format_value(total_revenue)}\n"
result += f"- **Net Income**: {format_value(net_income)}\n"
result += f"- **Earnings Per Share**: {format_value(eps, 'eps')}\n"
result += f"- **Operating Expenses**: {format_value(opex)}\n"
result += f"- **Operating Cash Flow**: {format_value(ocf)}\n"
# 使用后端返回的 source_url
source_form = data.get('source_form', 'N/A')
source_url = data.get('source_url', None) # 从后端获取URL
result += f"- **Source Form**: {create_source_link(source_form, source_url)}\n"
elif internal_query_type == "3年趋势":
metrics_resp = session.post(
f"{MCP_URL}/mcp",
json={
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"name": "extract_financial_metrics",
"arguments": {"cik": cik, "years": 3}
},
"id": 1
},
headers=HEADERS,
timeout=120 # 3年趋势需要更长时间,增加到120秒
)
if metrics_resp.status_code != 200:
return result + f"❌ Server Error: HTTP {metrics_resp.status_code}\n\n{metrics_resp.text[:500]}"
try:
metrics_result = metrics_resp.json()
# 使用统一的 MCP 响应解析函数
metrics = parse_mcp_response(metrics_result)
except (ValueError, KeyError, json.JSONDecodeError) as e:
return result + f"❌ JSON Parse Error: {str(e)}\n\nResponse: {metrics_resp.text[:500]}"
if isinstance(metrics, dict) and metrics.get("error"):
return result + f"❌ {metrics['error']}"
result += f"## 3-Year Financial Trends ({metrics.get('periods', 0)} periods)\n\n"
# 显示所有数据(包括年度和季度)
all_data = metrics.get('data', []) # MCP Server 返回的字段是 'data'
# 去重:根据period和source_form去重
seen = set()
unique_data = []
for m in all_data:
key = (m.get('period', 'N/A'), m.get('source_form', 'N/A'))
if key not in seen:
seen.add(key)
unique_data.append(m)
# 按期间降序排序,确保显示最近的3年数据
# 使用更智能的排序:先按年份,再按是否是季度
# 正确顺序:FY2024 → 2024Q3 → 2024Q2 → 2024Q1 → FY2023
def sort_key(x):
period = x.get('period', '0000')
# 提取年份(前4位)
year = period[:4] if len(period) >= 4 else '0000'
# 如果有Q,提取季度号
if 'Q' in period:
quarter = period[period.index('Q')+1] if period.index('Q')+1 < len(period) else '0'
return (year, 1, 4 - int(quarter)) # Q在FY后面:Q3, Q2, Q1 (4-3=1, 4-2=2, 4-1=3)
else:
return (year, 0, 0) # FY 排在同年的所有Q之前
unique_data = sorted(unique_data, key=sort_key, reverse=True)
result += "| Period | Revenue (B) | Net Income (B) | EPS | Operating Expenses (B) | Operating Cash Flow (B) | Source Form |\n"
result += "|--------|-------------|----------------|-----|------------------------|-------------------------|-------------|\n"
for m in unique_data:
period = m.get('period', 'N/A')
rev = (m.get('total_revenue') or 0) / 1e9
inc = (m.get('net_income') or 0) / 1e9
eps_val = m.get('earnings_per_share') or 0
opex = (m.get('operating_expenses') or 0) / 1e9
ocf = (m.get('operating_cash_flow') or 0) / 1e9
source_form = m.get('source_form', 'N/A')
source_url = m.get('source_url', None) # 从后端获取URL
# 区分年度和季度,修复双重FY前缀问题
if 'Q' in period:
# 季度数据,不添加前缀
display_period = period
else:
# 年度数据,只在没有FY的情况下添加
display_period = period if period.startswith('FY') else f"FY{period}"
source_link = create_source_link(source_form, source_url)
result += f"| {display_period} | {format_value(rev)} | {format_value(inc)} | {format_value(eps_val, 'eps')} | {format_value(opex)} | {format_value(ocf)} | {source_link} |\n"
elif internal_query_type == "5年趋势":
metrics_resp = session.post(
f"{MCP_URL}/mcp",
json={
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"name": "extract_financial_metrics",
"arguments": {"cik": cik, "years": 5}
},
"id": 1
},
headers=HEADERS,
timeout=180 # 5年趋势需要更长时间,增加到180秒
)
if metrics_resp.status_code != 200:
return result + f"❌ Server Error: HTTP {metrics_resp.status_code}\n\n{metrics_resp.text[:500]}"
try:
metrics_result = metrics_resp.json()
# 使用统一的 MCP 响应解析函数
metrics = parse_mcp_response(metrics_result)
except (ValueError, KeyError, json.JSONDecodeError) as e:
return result + f"❌ JSON Parse Error: {str(e)}\n\nResponse: {metrics_resp.text[:500]}"
if isinstance(metrics, dict) and metrics.get("error"):
return result + f"❌ {metrics['error']}"
# 显示所有数据(包括年度和季度)
all_data = metrics.get('data', []) # MCP Server 返回的字段是 'data'
# 去重:根据period和source_form去重
seen = set()
unique_data = []
for m in all_data:
key = (m.get('period', 'N/A'), m.get('source_form', 'N/A'))
if key not in seen:
seen.add(key)
unique_data.append(m)
# 按期间降序排序,确保显示最近的5年数据
# 使用更智能的排序:先按年份,再按是否是季度
# 正确顺序:FY2024 → 2024Q3 → 2024Q2 → 2024Q1 → FY2023
def sort_key(x):
period = x.get('period', '0000')
# 提取年份(前4位)
year = period[:4] if len(period) >= 4 else '0000'
# 如果有Q,提取季度号
if 'Q' in period:
quarter = period[period.index('Q')+1] if period.index('Q')+1 < len(period) else '0'
return (year, 1, 4 - int(quarter)) # Q在FY后面:Q3, Q2, Q1 (4-3=1, 4-2=2, 4-1=3)
else:
return (year, 0, 0) # FY 排在同年的所有Q之前
unique_data = sorted(unique_data, key=sort_key, reverse=True)
result += f"## 5-Year Financial Trends ({metrics.get('periods', 0)} periods)\n\n"
result += "| Period | Revenue (B) | Net Income (B) | EPS | Operating Expenses (B) | Operating Cash Flow (B) | Source Form |\n"
result += "|--------|-------------|----------------|-----|------------------------|-------------------------|-------------|\n"
for m in unique_data:
period = m.get('period', 'N/A')
rev = (m.get('total_revenue') or 0) / 1e9
inc = (m.get('net_income') or 0) / 1e9
eps_val = m.get('earnings_per_share') or 0
opex = (m.get('operating_expenses') or 0) / 1e9
ocf = (m.get('operating_cash_flow') or 0) / 1e9
source_form = m.get('source_form', 'N/A')
source_url = m.get('source_url', None) # 从后端获取URL
# 区分年度和季度,修复双重FY前缀问题
if 'Q' in period:
# 季度数据,不添加前缀
display_period = period
else:
# 年度数据,只在没有FY的情况下添加
display_period = period if period.startswith('FY') else f"FY{period}"
source_link = create_source_link(source_form, source_url)
result += f"| {display_period} | {format_value(rev)} | {format_value(inc)} | {format_value(eps_val, 'eps')} | {format_value(opex)} | {format_value(ocf)} | {source_link} |\n"
elif internal_query_type == "公司报表列表":
# 查询公司所有报表
filings_resp = session.post(
f"{MCP_URL}/mcp",
json={
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"name": "get_company_filings",
"arguments": {"cik": cik, "limit": 50}
},
"id": 1
},
headers=HEADERS,
timeout=90 # 增加到90秒
)
if filings_resp.status_code != 200:
return result + f"❌ Server Error: HTTP {filings_resp.status_code}\n\n{filings_resp.text[:500]}"
try:
filings_result = filings_resp.json()
# 使用统一的 MCP 响应解析函数
filings_data = parse_mcp_response(filings_result)
except (ValueError, KeyError, json.JSONDecodeError) as e:
return result + f"❌ JSON Parse Error: {str(e)}\n\n{filings_resp.text[:500]}"
if isinstance(filings_data, dict) and filings_data.get("error"):
return result + f"❌ {filings_data['error']}"
filings = filings_data.get('filings', []) if isinstance(filings_data, dict) else filings_data
result += f"## Company Filings ({len(filings)} records)\n\n"
result += "| Form Type | Filing Date | Accession Number | Primary Document |\n"
result += "|-----------|-------------|------------------|------------------|\n"
for filing in filings:
form_type = filing.get('form_type', 'N/A')
filing_date = filing.get('filing_date', 'N/A')
accession_num = filing.get('accession_number', 'N/A')
primary_doc = filing.get('primary_document', 'N/A')
filing_url = filing.get('filing_url', None) # 从后端获取URL
# 使用后端返回的URL创建链接
if filing_url and filing_url != 'N/A':
form_link = f"[{form_type}]({filing_url})"
primary_doc_link = f"[{primary_doc}]({filing_url})"
else:
form_link = form_type
primary_doc_link = primary_doc
result += f"| {form_link} | {filing_date} | {accession_num} | {primary_doc_link} |\n"
return result
except requests.exceptions.RequestException as e:
return f"❌ Network Error: {str(e)}\n\nMCP Server: {MCP_URL}"
except Exception as e:
import traceback
return f"❌ Unexpected Error: {str(e)}\n\nTraceback:\n{traceback.format_exc()}"
# 调用 MCP 工具的实际执行函数
def call_mcp_tool(tool_name, arguments):
"""调用 MCP 工具并返回结果"""
try:
# FastMCP HTTP Server 使用 /mcp 端点
response = session.post(
f"{MCP_URL}/mcp",
json={
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"name": tool_name,
"arguments": arguments
},
"id": 1
},
headers=HEADERS,
timeout=60
)
if response.status_code != 200:
return {"error": f"HTTP {response.status_code}: {response.text[:200]}"}
result = response.json()
return parse_mcp_response(result)
except Exception as e:
return {"error": str(e)}
# Chatbot 功能:使用 LLM + MCP 工具
def chatbot_response(message, history):
"""智能聊天机器人,集成 LLM 和 MCP 工具"""
try:
# 构建对话历史
messages = []
# 系统提示词
system_prompt = """You are a helpful financial data assistant with access to SEC EDGAR data through specialized tools.
You can help users with:
- General questions and conversations about any topic
- Financial data queries for US listed companies
- Company information and stock data analysis
When users ask about financial data, company information, or stock performance, you should use the available tools to retrieve accurate, real-time data from SEC EDGAR filings.
Available tools:
1. advanced_search_company: Search for company information by name or ticker
2. get_latest_financial_data: Get the latest financial metrics for a company
3. extract_financial_metrics: Get historical financial trends (3 or 5 years)
Always be helpful, accurate, and cite the data sources when providing financial information."""
messages.append({"role": "system", "content": system_prompt})
# 添加历史对话(最近 5 轮)
# Gradio 6.x 的 history 格式可能是 [{"role": "user", "content": ...}, {"role": "assistant", "content": ...}]
# 或者是 [(user_msg, assistant_msg), ...] 的元组列表
if history:
for item in history[-5:]:
if isinstance(item, dict):
# 新格式:字典列表
messages.append(item)
elif isinstance(item, (list, tuple)) and len(item) == 2:
# 旧格式:元组列表
user_msg, assistant_msg = item
messages.append({"role": "user", "content": user_msg})
messages.append({"role": "assistant", "content": assistant_msg})
# 添加当前消息
messages.append({"role": "user", "content": message})
# 调用 LLM,启用工具调用
response_text = ""
tool_calls_log = []
max_iterations = 5 # 防止无限循环
iteration = 0
while iteration < max_iterations:
iteration += 1
# 使用支持工具调用的模型(如 Qwen, Llama 等)
try:
# 检查 client 是否可用
if client is None:
return fallback_chatbot_response(message)
response = client.chat_completion(
messages=messages,
model="Qwen/Qwen2.5-72B-Instruct", # 支持工具调用的模型
tools=MCP_TOOLS,
max_tokens=2000,
temperature=0.7
)
choice = response.choices[0]
# 检查是否有工具调用
if choice.message.tool_calls:
# 有工具调用
messages.append(choice.message)
for tool_call in choice.message.tool_calls:
tool_name = tool_call.function.name
tool_args = json.loads(tool_call.function.arguments)
# 记录工具调用
tool_calls_log.append({
"name": tool_name,
"arguments": tool_args
})
# 调用 MCP 工具
tool_result = call_mcp_tool(tool_name, tool_args)
# 将工具结果添加到消息列表
messages.append({
"role": "tool",
"name": tool_name,
"content": json.dumps(tool_result),
"tool_call_id": tool_call.id
})
# 继续下一轮对话,让 LLM 处理工具结果
continue
else:
# 没有工具调用,直接返回回答
response_text = choice.message.content
break
except Exception as e:
# 如果 LLM API 失败,退回到简单逻辑
return fallback_chatbot_response(message)
# 构建最终响应
final_response = ""
# 如果有工具调用,显示调用日志
if tool_calls_log:
final_response += "**🛠️ MCP Tools Used:**\n\n"
for i, tool_call in enumerate(tool_calls_log, 1):
final_response += f"{i}. `{tool_call['name']}` with arguments: `{json.dumps(tool_call['arguments'])}`\n"
final_response += "\n---\n\n"
final_response += response_text
return final_response
except Exception as e:
import traceback
return f"❌ Error: {str(e)}\n\nTraceback:\n```\n{traceback.format_exc()}\n```"
def fallback_chatbot_response(message):
"""退回策略:当 LLM API 不可用时使用的简单逻辑"""
# 检查是否是财务查询相关问题
financial_keywords = ['financial', 'revenue', 'income', 'earnings', 'cash flow', 'expenses', '财务', '收入', '利润', 'data', 'trend', 'performance']
if any(keyword in message.lower() for keyword in financial_keywords):
# 提取公司名称和查询类型
company_keywords = ['apple', 'microsoft', 'nvidia', 'tesla', 'alibaba', 'google', 'amazon', 'meta', 'tsla', 'aapl', 'msft', 'nvda', 'googl', 'amzn']
detected_company = None
for company in company_keywords:
if company in message.lower():
if company in ['aapl']: detected_company = 'Apple'
elif company in ['msft']: detected_company = 'Microsoft'
elif company in ['nvda']: detected_company = 'NVIDIA'
elif company in ['tsla']: detected_company = 'Tesla'
elif company in ['googl']: detected_company = 'Google'
elif company in ['amzn']: detected_company = 'Amazon'
else: detected_company = company.capitalize()
break
if detected_company:
# 根据问题内容选择查询类型
if any(word in message.lower() for word in ['trend', '趋势', 'history', 'historical', 'over time']):
if any(word in message for word in ['5', 'five', '五年']):
query_type = '5-Year Trends'
else:
query_type = '3-Year Trends'
else:
query_type = 'Latest Financial Data'
# 调用财务查询函数
result = query_financial_data(detected_company, query_type)
return f"Here's the financial information for {detected_company}:\n\n{result}"
else:
return "I can help you query financial data! Please specify a company name. For example: 'Show me Apple's latest financial data' or 'What's NVIDIA's 3-year trend?' \n\nSupported companies include: Apple, Microsoft, NVIDIA, Tesla, Alibaba, Google, Amazon, and more."
# 如果不是财务查询,返回通用回复
return "Hello! I'm a financial data assistant powered by SEC EDGAR data. I can help you query financial information for US listed companies.\n\n**What I can do:**\n- Get latest financial data (revenue, income, EPS, etc.)\n- Show 3-year or 5-year financial trends\n- Provide detailed financial metrics\n\n**Try asking:**\n- 'Show me Apple's latest financial data'\n- 'What's NVIDIA's 3-year financial trend?'\n- 'How is Microsoft performing financially?'"
# 包装函数,显示加载状态
def query_with_status(company, query_type):
"""Query with loading status indicator"""
try:
# 返回加载状态和结果
yield "<div style='padding: 10px; background: #e3f2fd; border-left: 4px solid #2196f3; margin: 10px 0;'>🔄 <strong>Loading...</strong> Querying SEC EDGAR data for <strong>{}</strong>...</div>".format(company), ""
# 执行实际查询
result = query_financial_data(company, query_type)
# 返回成功状态和结果
yield "<div style='padding: 10px; background: #e8f5e9; border-left: 4px solid #4caf50; margin: 10px 0;'>✅ <strong>Query completed successfully!</strong></div>", result
except Exception as e:
# 返回错误状态
yield "<div style='padding: 10px; background: #ffebee; border-left: 4px solid #f44336; margin: 10px 0;'>❌ <strong>Error:</strong> {}</div>".format(str(e)), ""
# 创建 Gradio 界面
with gr.Blocks(title="SEC Financial Data Query Assistant") as demo:
gr.Markdown("# 🤖 SEC Financial Data Query Assistant")
with gr.Tab("AI Assistant"):
# 使用 Gradio ChatInterface(兼容 4.44.1)
chat = gr.ChatInterface(
fn=chatbot_response,
examples=[
"Show me Apple's latest financial data",
"What's NVIDIA's 3-year financial trend?",
"Get Microsoft's 5-year financial trends",
"How is Tesla performing financially?"
],
cache_examples=False
)
with gr.Tab("Direct Query"):
gr.Markdown("## 🔍 Direct Financial Data Query")
gr.Markdown("Select a company and query type to retrieve financial information.")
with gr.Row():
company_input = gr.Textbox(
label="Company Name or Stock Symbol",
placeholder="e.g., NVIDIA, Apple, Alibaba, AAPL",
scale=2
)
query_type = gr.Radio(
["Latest Financial Data", "3-Year Trends", "5-Year Trends", "Company Filings"],
label="Query Type",
value="Latest Financial Data",
scale=1
)
submit_btn = gr.Button("🔍 Query Financial Data", variant="primary", size="lg")
# 添加加载状态指示器
with gr.Row():
status_text = gr.Markdown("")
output = gr.Markdown(label="Query Results")
# 示例
gr.Examples(
examples=[
["NVIDIA", "Latest Financial Data"],
["Apple", "3-Year Trends"],
["Microsoft", "5-Year Trends"],
["Alibaba", "Company Filings"],
["Tesla", "3-Year Trends"]
],
inputs=[company_input, query_type],
outputs=output,
fn=query_financial_data,
cache_examples=False
)
submit_btn.click(
fn=query_with_status,
inputs=[company_input, query_type],
outputs=[status_text, output],
show_progress="full" # 显示完整的进度条
)
gr.Markdown("---")
gr.Markdown("**Data Source**: SEC EDGAR | **MCP Server**: https://huggingface.co/spaces/JC321/EasyReportDateMCP")
# Launch the app for Hugging Face Space
if __name__ == "__main__":
demo.launch(
server_name="0.0.0.0",
server_port=7860,
show_error=True
) |