Upload app.py

app.py

@@ -1,6 +1,7 @@
 import gradio as gr
 import requests
 import json
+import os
 
 MCP_SPACE = "JC321/EasyReportDateMCP"
 MCP_URL = "https://jc321-easyreportdatemcp.hf.space"
@@ -11,11 +12,39 @@ HEADERS = {
     "User-Agent": "SEC-Query-Assistant/1.0 (jtyxabc@gmail.com)"
 }
 
+# 格式化数值显示
+def format_value(value, is_money=True):
+    """格式化数值：0显示为N/A，其他显示为带单位的格式"""
+    if value is None or value == 0:
+        return "N/A"
+    if is_money:
+        return f"${value:.2f}B"
+    else:
+        return f"{value:.2f}"
+
+# 创建超链接
+def create_source_link(source_form, cik=None):
+    """为Source Form创建SEC EDGAR超链接"""
+    if not source_form or source_form == 'N/A' or not cik:
+        return source_form
+    
+    # 构建SEC EDGAR链接（这是一个示例，实际链接需要更多参数）
+    edgar_url = f"https://www.sec.gov/edgar/browse/?CIK={cik}"
+    return f"[{source_form}]({edgar_url})"
+
 def query_financial_data(company_name, query_type):
     """查询财务数据的主函数"""
     
     if not company_name:
-        return "请输入公司名称或股票代码"
+        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"
+    }
+    internal_query_type = query_type_mapping.get(query_type, query_type)
     
     try:
         # 直接调用 FastAPI 的 REST API 端点
@@ -45,7 +74,7 @@ def query_financial_data(company_name, query_type):
         cik = company.get('cik')
         
         # 根据查询类型获取数据
-        if query_type == "最新财务数据":
+        if internal_query_type == "最新财务数据":
             data_resp = requests.post(
                 f"{MCP_URL}/api/get_latest_financial_data",
                 json={"cik": cik},
@@ -64,15 +93,23 @@ def query_financial_data(company_name, query_type):
             if isinstance(data, dict) and data.get("error"):
                 return result + f"❌ {data['error']}"
             
-            result += f"## 财年 {data.get('period', 'N/A')}\n\n"
-            result += f"- **总收入**: ${data.get('total_revenue', 0):,.0f} (${data.get('total_revenue', 0)/1e9:.2f}B)\n"
-            result += f"- **净利润**: ${data.get('net_income', 0):,.0f} (${data.get('net_income', 0)/1e9:.2f}B)\n"
-            result += f"- **每股收益**: ${data.get('earnings_per_share', 0):.2f}\n"
-            result += f"- **运营花费**: ${data.get('operating_expenses', 0):,.0f} (${data.get('operating_expenses', 0)/1e9:.2f}B)\n"
-            result += f"- **运营现金流**: ${data.get('operating_cash_flow', 0):,.0f} (${data.get('operating_cash_flow', 0)/1e9:.2f}B)\n"
-            result += f"- **来源**: {data.get('source_form', 'N/A')}\n"
+            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, False)}\n"
+            result += f"- **Operating Expenses**: {format_value(opex)}\n"
+            result += f"- **Operating Cash Flow**: {format_value(ocf)}\n"
+            result += f"- **Source Form**: {create_source_link(data.get('source_form', 'N/A'), cik)}\n"
         
-        elif query_type == "3年趋势":
+        elif internal_query_type == "3年趋势":
             metrics_resp = requests.post(
                 f"{MCP_URL}/api/extract_financial_metrics",
                 json={"cik": cik, "years": 3},
@@ -103,15 +140,19 @@ def query_financial_data(company_name, query_type):
                 period = m.get('period', 'N/A')
                 rev = (m.get('total_revenue') or 0) / 1e9
                 inc = (m.get('net_income') or 0) / 1e9
-                eps = m.get('earnings_per_share') or 0
+                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 = m.get('source_form', 'N/A')
+                source_form = m.get('source_form', 'N/A')
+                cik_val = m.get('cik') or cik
+                
                 # 区分年度和季度
                 period_prefix = "FY" if 'Q' not in period else ""
-                result += f"| {period_prefix}{period} | ${rev:.2f}B | ${inc:.2f}B | ${eps:.2f} | ${opex:.2f}B | ${ocf:.2f}B | {source} |\n"
+                source_link = create_source_link(source_form, cik_val)
+                
+                result += f"| {period_prefix}{period} | {format_value(rev)} | {format_value(inc)} | {format_value(eps_val, False)} | {format_value(opex)} | {format_value(ocf)} | {source_link} |\n"
         
-        elif query_type == "5年趋势":
+        elif internal_query_type == "5年趋势":
             metrics_resp = requests.post(
                 f"{MCP_URL}/api/extract_financial_metrics",
                 json={"cik": cik, "years": 5},
@@ -141,13 +182,17 @@ def query_financial_data(company_name, query_type):
                 period = m.get('period', 'N/A')
                 rev = (m.get('total_revenue') or 0) / 1e9
                 inc = (m.get('net_income') or 0) / 1e9
-                eps = m.get('earnings_per_share') or 0
+                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 = m.get('source_form', 'N/A')
+                source_form = m.get('source_form', 'N/A')
+                cik_val = m.get('cik') or cik
+                
                 # 区分年度和季度
                 period_prefix = "FY" if 'Q' not in period else ""
-                result += f"| {period_prefix}{period} | ${rev:.2f}B | ${inc:.2f}B | ${eps:.2f} | ${opex:.2f}B | ${ocf:.2f}B | {source} |\n"
+                source_link = create_source_link(source_form, cik_val)
+                
+                result += f"| {period_prefix}{period} | {format_value(rev)} | {format_value(inc)} | {format_value(eps_val, False)} | {format_value(opex)} | {format_value(ocf)} | {source_link} |\n"
         
         return result
         
@@ -157,35 +202,108 @@ def query_financial_data(company_name, query_type):
         import traceback
         return f"❌ Unexpected Error: {str(e)}\n\nTraceback:\n{traceback.format_exc()}"
 
+# Chatbot 功能：使用MCP工具
+def chatbot_response(message, history):
+    """聊天机器人响应函数，集成MCP工具"""
+    try:
+        # 检查是否是财务查询相关问题
+        if any(keyword in message.lower() for keyword in ['financial', 'revenue', 'income', 'earnings', 'cash flow', 'expenses', '财务', '收入', '利润']):
+            # 提取公司名称和查询类型
+            company_keywords = ['apple', 'microsoft', 'nvidia', 'tesla', 'alibaba', 'google', 'amazon']
+            detected_company = None
+            
+            for company in company_keywords:
+                if company in message.lower():
+                    detected_company = company.capitalize()
+                    break
+            
+            if detected_company:
+                # 根据问题内容选择查询类型
+                if 'trend' in message.lower() or '趋势' in message:
+                    if '5' in message or 'five' in message:
+                        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"I found financial information for {detected_company}:\n\n{result}"
+        
+        # 如果不是财务查询，返回通用回复
+        return "Hello! I'm a financial data assistant. I can help you query SEC financial data for US listed companies. Try asking about companies like Apple, Microsoft, NVIDIA, Tesla, or Alibaba. For example: 'Show me Apple's latest financial data' or 'What's NVIDIA's 3-year trend?'"
+    
+    except Exception as e:
+        return f"Sorry, I encountered an error: {str(e)}. Please try asking about financial data for specific companies."
+
 # 创建 Gradio 界面
 with gr.Blocks(title="SEC Financial Data Query Assistant") as demo:
-    gr.Markdown("# 🤖 SEC 财务数据查询助手")
-    gr.Markdown("通过调用 MCP Server 查询美国上市公司的财务数据")
+    gr.Markdown("# 🤖 SEC Financial Data Query Assistant")
+    gr.Markdown("Query SEC financial data for US listed companies through MCP Server")
     
     with gr.Row():
-        company_input = gr.Textbox(
-            label="公司名称或股票代码",
-            placeholder="例如: NVIDIA, Apple, Alibaba, AAPL",
-            scale=2
-        )
-        query_type = gr.Radio(
-            ["最新财务数据", "3年趋势", "5年趋势"],
-            label="查询类型",
-            value="最新财务数据",
-            scale=1
-        )
+        # 左侧：聊天机器人
+        with gr.Column(scale=1):
+            gr.Markdown("## 💬 AI Financial Assistant")
+            chatbot = gr.Chatbot(
+                height=500,
+                placeholder="Ask me about financial data for any US listed company!",
+                label="Chat with AI Assistant"
+            )
+            chat_input = gr.Textbox(
+                placeholder="e.g., 'Show me Apple's latest financial data' or 'What's NVIDIA's 3-year trend?'",
+                label="Your Question",
+                lines=2
+            )
+            chat_submit = gr.Button("🗨️ Send", variant="primary")
+        
+        # 右侧：原有的查询界面
+        with gr.Column(scale=1):
+            gr.Markdown("## 🔍 Direct Query")
+            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"],
+                    label="Query Type",
+                    value="Latest Financial Data",
+                    scale=1
+                )
+            
+            submit_btn = gr.Button("🔍 Query", variant="primary", size="lg")
+            output = gr.Markdown(label="Query Results")
     
-    submit_btn = gr.Button("🔍 查询", variant="primary", size="lg")
-    output = gr.Markdown(label="查询结果")
+    # 聊天机器人事件
+    chat_submit.click(
+        fn=chatbot_response,
+        inputs=[chat_input, chatbot],
+        outputs=chatbot
+    ).then(
+        lambda: "",
+        outputs=chat_input
+    )
+    
+    chat_input.submit(
+        fn=chatbot_response,
+        inputs=[chat_input, chatbot], 
+        outputs=chatbot
+    ).then(
+        lambda: "",
+        outputs=chat_input
+    )
     
     # 示例
     gr.Examples(
         examples=[
-            ["NVIDIA", "最新财务数据"],
-            ["Apple", "3年趋势"],
-            ["Microsoft", "5年趋势"],
-            ["Alibaba", "最新财务数据"],
-            ["Tesla", "3年趋势"]
+            ["NVIDIA", "Latest Financial Data"],
+            ["Apple", "3-Year Trends"],
+            ["Microsoft", "5-Year Trends"],
+            ["Alibaba", "Latest Financial Data"],
+            ["Tesla", "3-Year Trends"]
         ],
         inputs=[company_input, query_type],
         outputs=output,
@@ -200,6 +318,6 @@ with gr.Blocks(title="SEC Financial Data Query Assistant") as demo:
     )
     
     gr.Markdown("---")
-    gr.Markdown(f"**数据来源**: SEC EDGAR | **MCP Server**: `{MCP_URL}`")
+    gr.Markdown(f"**Data Source**: SEC EDGAR | **MCP Server**: `{MCP_URL}`")
 
 demo.launch()