app.py

import streamlit as st
import requests
import pandas as pd
from datetime import date
import asyncio
import aiohttp
import os

st.set_page_config(layout="wide")
API_KEY = os.getenv("FMP_API_KEY")

########################################
# SYNCHRONOUS FUNCTION FOR LIVE FEED
########################################

@st.cache_data(show_spinner=False)
def get_live_feed_data(limit, filing_type, from_date, to_date, is_done):
    params = {
        "apikey": API_KEY,
        "limit": limit,
        "from": from_date,
        "to": to_date,
        "isDone": str(is_done).lower()
    }
    if filing_type != "All":
        params["type"] = filing_type
    url = "https://financialmodelingprep.com/api/v4/rss_feed"
    response = requests.get(url, params=params)
    if response.status_code == 200:
        return pd.DataFrame(response.json())
    else:
        st.error(f"Error fetching data (Status Code {response.status_code}).")
        return pd.DataFrame()

########################################
# ASYNCHRONOUS FUNCTIONS FOR 8-K FILINGS
########################################

async def fetch_8k_page(session, page, from_date, to_date, has_financial):
    params = {
        "apikey": API_KEY,
        "page": page,
        "from": from_date,
        "to": to_date,
        "hasFinancial": str(has_financial).lower()
    }
    url = "https://financialmodelingprep.com/api/v4/rss_feed_8k"
    async with session.get(url, params=params) as resp:
        if resp.status == 200:
            data = await resp.json()
            return pd.DataFrame(data)
        else:
            return pd.DataFrame()

async def fetch_all_8k(pages_to_fetch, from_date, to_date, has_financial):
    async with aiohttp.ClientSession() as session:
        tasks = [fetch_8k_page(session, p, from_date, to_date, has_financial)
                 for p in range(pages_to_fetch)]
        results = []
        progress_bar = st.progress(0)
        completed = 0
        for task in asyncio.as_completed(tasks):
            result = await task
            results.append(result)
            completed += 1
            progress_bar.progress(completed / pages_to_fetch)
        return results

########################################
# ASYNCHRONOUS FUNCTIONS FOR COMPANY FILINGS
########################################

async def fetch_company_page(session, symbol, filing_type, page):
    params = {
        "apikey": API_KEY,
        "page": page,
        "type": filing_type
    }
    url = f"https://financialmodelingprep.com/api/v3/sec_filings/{symbol}"
    async with session.get(url, params=params) as resp:
        if resp.status == 200:
            data = await resp.json()
            return pd.DataFrame(data)
        else:
            return pd.DataFrame()

async def fetch_all_company(symbol, filing_type, pages_to_fetch):
    async with aiohttp.ClientSession() as session:
        tasks = [fetch_company_page(session, symbol, filing_type, p)
                 for p in range(pages_to_fetch)]
        results = []
        progress_bar = st.progress(0)
        completed = 0
        for task in asyncio.as_completed(tasks):
            result = await task
            results.append(result)
            completed += 1
            progress_bar.progress(completed / pages_to_fetch)
        return results

########################################
# PAGE FUNCTIONS
########################################

def live_feed_page():
    st.title("Live SEC Filings Feed")
    st.write(
        """
        This page displays a list of recent SEC filings by public companies.
        Filings include annual reports (10-K), quarterly reports (10-Q), and other important updates.
        Use the filters to narrow down the list by filing type, date range, and whether the filing is complete.
        """
    )

    # Initialize session state if not set.
    if "live_feed_results" not in st.session_state:
        st.session_state.live_feed_results = None

    with st.sidebar:
        with st.expander("Live Feed Filter Parameters", expanded=True):
            filing_type = st.selectbox(
                "Filing Type",
                options=["All", "10-K", "10-Q", "8-K", "6-K"],
                help="Choose a specific filing type or 'All' for no filtering."
            )
            from_date = st.date_input(
                "From Date",
                value=date(2025, 1, 1),
                help="Start date for the filings."
            )
            to_date = st.date_input(
                "To Date",
                value=date.today(),
                help="End date for the filings."
            )
            is_done = st.checkbox(
                "Completed Filings Only",
                value=True,
                help="Check to show only filings marked as completed."
            )
        run_live = st.button("Run Live Feed Query")

    limit = 500
    if run_live:
        st.session_state.live_feed_results = get_live_feed_data(
            limit, filing_type, from_date.isoformat(), to_date.isoformat(), is_done
        )

    if st.session_state.live_feed_results is not None:
        st.write("### Live SEC Filings Data")
        st.dataframe(st.session_state.live_feed_results, use_container_width=True)

def eight_k_page():
    st.title("8-K Filings Specialized")
    st.write(
        """
        This page displays 8-K filings from public companies.
        8-K filings are reports companies file when major events occur.
        Use the filter below to show only filings that include financial information.
        """
    )

    if "eight_k_results" not in st.session_state:
        st.session_state.eight_k_results = None

    with st.sidebar:
        with st.expander("8-K Filter Parameters", expanded=True):
            from_date = st.date_input(
                "From Date (8-K)",
                value=date(2025, 1, 1),
                help="Start date for 8-K filings."
            )
            to_date = st.date_input(
                "To Date (8-K)",
                value=date.today(),
                help="End date for 8-K filings."
            )
            has_financial_option = st.selectbox(
                "Only Filings with Financial Data",
                options=["True", "False"],
                help="Select 'True' to display only filings that include financial statements."
            )
            has_financial = has_financial_option.lower() == "true"
        run_8k = st.button("Run 8-K Query")

    pages_to_fetch = 15
    if run_8k:
        results = asyncio.run(
            fetch_all_8k(pages_to_fetch, from_date.isoformat(), to_date.isoformat(), has_financial)
        )
        dfs = [df for df in results if not df.empty]
        if dfs:
            df_all = pd.concat(dfs, ignore_index=True)
            st.session_state.eight_k_results = df_all
        else:
            st.session_state.eight_k_results = None
            st.warning("No data returned for the given parameters.")

    if st.session_state.eight_k_results is not None:
        st.write("### 8-K Filings Data")
        st.dataframe(st.session_state.eight_k_results, use_container_width=True)

def company_specific_page():
    st.title("Company Specific SEC Filings")
    st.write(
        """
        This page displays filings for a specific company.
        Enter a company ticker (e.g., AAPL) and select a filing type (like 10-K or 10-Q) to view the reports.
        """
    )

    if "company_results" not in st.session_state:
        st.session_state.company_results = None
    if "company_symbol" not in st.session_state:
        st.session_state.company_symbol = None

    with st.sidebar:
        with st.expander("Company Filings Parameters", expanded=True):
            symbol = st.text_input(
                "Company Ticker",
                value="AAPL",
                help="Enter the ticker symbol of the company (e.g., AAPL)."
            )
            filing_type = st.selectbox(
                "Filing Type",
                options=["10-K", "10-Q", "8-K", "6-K"],
                help="Select the type of filing to retrieve."
            )
        run_company = st.button("Run Company Query")

    pages_to_fetch = 10
    if run_company:
        if symbol.strip():
            results = asyncio.run(
                fetch_all_company(symbol.upper(), filing_type, pages_to_fetch)
            )
            dfs = [df for df in results if not df.empty]
            if dfs:
                df_all = pd.concat(dfs, ignore_index=True)
                st.session_state.company_results = df_all
                st.session_state.company_symbol = symbol.upper()
            else:
                st.session_state.company_results = None
                st.warning("No filings found for the given parameters.")
        else:
            st.warning("Please enter a valid company ticker.")

    if st.session_state.company_results is not None:
        st.write(f"### SEC Filings for {st.session_state.company_symbol}")
        st.dataframe(st.session_state.company_results, use_container_width=True)

########################################
# MAIN APPLICATION
########################################

def main():
    st.sidebar.title("Input Parameters")
    page_selection = st.sidebar.radio(
        "Select a Page",
        ("Live Feed", "8-K Specialized", "Company Specific"),
        help="Navigate to the desired SEC filings page."
    )

    if page_selection == "Live Feed":
        live_feed_page()
    elif page_selection == "8-K Specialized":
        eight_k_page()
    elif page_selection == "Company Specific":
        company_specific_page()

if __name__ == "__main__":
    main()

hide_streamlit_style = """
<style>
#MainMenu {visibility: hidden;}
footer {visibility: hidden;}
</style>
"""
st.markdown(hide_streamlit_style, unsafe_allow_html=True)