| import os |
| import sqlite3 |
| import json |
| from contextlib import asynccontextmanager |
| from fastapi import FastAPI, HTTPException |
| from fastapi.middleware.cors import CORSMiddleware |
| from fastapi.responses import HTMLResponse |
| from pydantic import BaseModel |
| from dotenv import load_dotenv |
|
|
| load_dotenv() |
|
|
| from src.agents.orchestrator import FinancialAgentOrchestrator |
|
|
| orchestrator: FinancialAgentOrchestrator = None |
| DB_PATH = "data/processed/filings.db" |
|
|
| UI_HTML = r"""<!DOCTYPE html> |
| <html lang="en"> |
| <head> |
| <meta charset="UTF-8"> |
| <meta name="viewport" content="width=device-width, initial-scale=1.0"> |
| <title>fin.agent — Financial Intelligence</title> |
| <link href="https://fonts.googleapis.com/css2?family=Syne:wght@400;500;600;700&family=Instrument+Sans:wght@300;400;500&display=swap" rel="stylesheet"> |
| <style> |
| :root { |
| --bg: #f4f1ea; |
| --sidebar: #1e1b2e; |
| --sidebar-border: #2d2a40; |
| --accent: #5b4fff; |
| --accent-dim: #5b4fff18; |
| --green: #00c896; |
| --green-dim: #00c89615; |
| --amber: #f59e0b; |
| --red: #ef4444; |
| --text: #0f0e17; |
| --text-2: #5a5870; |
| --text-3: #9896a8; |
| --card: #ffffff; |
| --card-border: #e4e0d6; |
| --pill: #eceae2; |
| --font-h: 'Syne', sans-serif; |
| --font-b: 'Instrument Sans', sans-serif; |
| --r: 10px; |
| --sh: 0 1px 3px rgba(0,0,0,0.05), 0 4px 12px rgba(0,0,0,0.04); |
| --sh-lg: 0 8px 28px rgba(0,0,0,0.09); |
| } |
| *,*::before,*::after{box-sizing:border-box;margin:0;padding:0;} |
| html{font-size:15px;} |
| body{font-family:var(--font-b);background:var(--bg);color:var(--text);display:flex;min-height:100vh;overflow-x:hidden;} |
| |
| .sidebar{width:220px;min-height:100vh;background:var(--sidebar);display:flex;flex-direction:column;position:fixed;top:0;left:0;bottom:0;z-index:200;border-right:1px solid var(--sidebar-border);} |
| .sidebar-logo{padding:1.3rem 1.2rem 1rem;font-family:var(--font-h);font-size:1.25rem;font-weight:700;color:#fff;letter-spacing:-0.5px;display:flex;align-items:center;gap:8px;border-bottom:1px solid var(--sidebar-border);} |
| .logo-dot{color:var(--green);} |
| .sidebar-user{display:flex;align-items:center;gap:10px;padding:0.9rem 1.2rem;border-bottom:1px solid var(--sidebar-border);} |
| .avatar{width:30px;height:30px;border-radius:7px;background:var(--accent);display:flex;align-items:center;justify-content:center;font-family:var(--font-h);font-size:0.65rem;font-weight:700;color:#fff;} |
| .u-name{font-size:0.8rem;font-weight:500;color:#fff;} |
| .u-role{font-size:0.65rem;color:#ffffff50;margin-top:1px;} |
| .nav-sec{padding:0.9rem 0 0.2rem;} |
| .nav-lbl{font-size:0.58rem;font-weight:700;letter-spacing:0.12em;text-transform:uppercase;color:#ffffff30;padding:0 1.2rem 0.35rem;} |
| .nl{display:flex;align-items:center;gap:9px;padding:0.52rem 1.2rem;color:#ffffff55;font-size:0.8rem;cursor:pointer;text-decoration:none;border-left:2px solid transparent;transition:all 0.14s;} |
| .nl:hover{color:#ffffffcc;background:#ffffff08;} |
| .nl.on{color:#fff;border-left-color:var(--green);background:#ffffff0a;} |
| .nl svg{width:14px;height:14px;flex-shrink:0;opacity:0.55;} |
| .nl.on svg,.nl:hover svg{opacity:1;} |
| .sidebar-foot{margin-top:auto;padding:0.85rem;border-top:1px solid var(--sidebar-border);display:flex;flex-direction:column;gap:2px;} |
| |
| .main{margin-left:220px;flex:1;display:flex;flex-direction:column;min-height:100vh;} |
| .topbar{background:var(--bg);border-bottom:1px solid var(--card-border);height:52px;padding:0 1.6rem;display:flex;align-items:center;justify-content:space-between;position:sticky;top:0;z-index:100;} |
| .tb-title{font-family:var(--font-h);font-size:0.95rem;font-weight:600;} |
| .tb-right{display:flex;align-items:center;gap:0.6rem;} |
| .tb-btn{display:flex;align-items:center;gap:5px;padding:0.32rem 0.75rem;font-size:0.72rem;color:var(--text-2);border-radius:7px;cursor:pointer;border:1px solid var(--card-border);background:var(--card);transition:all 0.14s;font-family:var(--font-b);} |
| .tb-btn:hover{border-color:var(--accent);color:var(--accent);} |
| .live-pill{background:var(--green);color:#fff;font-size:0.6rem;font-weight:700;padding:2px 8px;border-radius:999px;letter-spacing:0.08em;font-family:var(--font-h);} |
| |
| .body-wrap{display:flex;flex:1;} |
| .p-left{width:420px;flex-shrink:0;padding:1.4rem 1.1rem 1.4rem 1.6rem;display:flex;flex-direction:column;gap:0.85rem;border-right:1px solid var(--card-border);} |
| .p-right{flex:1;min-width:0;padding:1.4rem 1.6rem 1.4rem 1.1rem;display:flex;flex-direction:column;gap:0.85rem;overflow-y:auto;max-height:calc(100vh - 52px);} |
| |
| /* Filter */ |
| .fbar{display:flex;gap:0.4rem;flex-wrap:wrap;align-items:center;} |
| .sw{display:flex;align-items:center;gap:7px;background:var(--card);border:1px solid var(--card-border);border-radius:8px;padding:0.4rem 0.8rem;flex:1;min-width:160px;transition:border-color 0.14s;} |
| .sw:focus-within{border-color:var(--accent);} |
| .sw input{border:none;outline:none;font-family:var(--font-b);font-size:0.78rem;color:var(--text);background:transparent;width:100%;} |
| .sw input::placeholder{color:var(--text-3);} |
| .fp{font-family:var(--font-b);font-size:0.72rem;padding:0.34rem 0.72rem;border-radius:7px;border:1px solid var(--card-border);background:var(--card);color:var(--text-2);cursor:pointer;transition:all 0.14s;white-space:nowrap;} |
| .fp:hover{border-color:var(--accent);color:var(--accent);} |
| .fp.on{background:var(--accent);border-color:var(--accent);color:#fff;} |
| |
| .sr{display:flex;align-items:center;justify-content:space-between;} |
| .sr-ct{font-size:0.75rem;color:var(--text-2);} |
| .sr-ct strong{color:var(--accent);font-weight:600;} |
| .srt{font-size:0.72rem;color:var(--text-2);padding:0.28rem 0.65rem;border:1px solid var(--card-border);border-radius:6px;background:var(--card);cursor:pointer;} |
| |
| /* Cards */ |
| .clist{display:flex;flex-direction:column;gap:0.55rem;overflow-y:auto;max-height:calc(100vh - 218px);} |
| .clist::-webkit-scrollbar{width:3px;} |
| .clist::-webkit-scrollbar-thumb{background:var(--card-border);border-radius:3px;} |
| .cc{background:var(--card);border:1px solid var(--card-border);border-radius:var(--r);padding:0.85rem 1rem;cursor:pointer;transition:all 0.16s;border-left:3px solid transparent;box-shadow:var(--sh);} |
| .cc:hover{box-shadow:var(--sh-lg);transform:translateY(-1px);border-color:#d5d0c6;} |
| .cc.sel{border-left-color:var(--accent);background:#fafaff;} |
| .cc-top{display:flex;align-items:center;gap:0.75rem;} |
| .co-logo{width:34px;height:34px;border-radius:7px;flex-shrink:0;display:flex;align-items:center;justify-content:center;font-family:var(--font-h);font-size:0.72rem;font-weight:700;border:1px solid var(--card-border);overflow:hidden;background:#f8f7f3;} |
| .co-logo img{width:100%;height:100%;object-fit:contain;padding:4px;} |
| .ci{flex:1;min-width:0;} |
| .ci-name{font-family:var(--font-h);font-size:0.84rem;font-weight:600;white-space:nowrap;overflow:hidden;text-overflow:ellipsis;} |
| .ci-sub{font-size:0.68rem;color:var(--text-2);margin-top:1px;} |
| .ring{width:38px;height:38px;flex-shrink:0;position:relative;display:flex;align-items:center;justify-content:center;} |
| .ring svg{position:absolute;top:0;left:0;transform:rotate(-90deg);} |
| .ring-num{font-family:var(--font-h);font-size:0.68rem;font-weight:700;color:var(--green);} |
| .ct{display:flex;flex-wrap:wrap;gap:0.3rem;margin-top:0.6rem;} |
| .tag{font-size:0.65rem;padding:0.16rem 0.5rem;border-radius:5px;border:1px solid var(--card-border);background:var(--pill);color:var(--text-2);} |
| .tag.g{background:var(--green-dim);border-color:#00c89628;color:var(--green);} |
| .tag.a{background:var(--accent-dim);border-color:#5b4fff28;color:var(--accent);} |
| .cf{display:flex;align-items:center;justify-content:space-between;margin-top:0.6rem;} |
| .cf-t{font-size:0.65rem;color:var(--text-3);} |
| .bm{background:none;border:none;cursor:pointer;color:var(--text-3);line-height:0;padding:1px;} |
| .bm:hover{color:var(--accent);} |
| |
| /* Views */ |
| .view{display:none;flex-direction:column;gap:0.85rem;} |
| .view.on{display:flex;} |
| |
| /* Detail header */ |
| .dh{background:var(--card);border:1px solid var(--card-border);border-radius:var(--r);padding:1.1rem;box-shadow:var(--sh);} |
| .dh-top{display:flex;align-items:flex-start;gap:0.85rem;margin-bottom:0.9rem;} |
| .dh-logo{width:48px;height:48px;border-radius:9px;border:1px solid var(--card-border);display:flex;align-items:center;justify-content:center;background:#f8f7f3;overflow:hidden;flex-shrink:0;} |
| .dh-logo img{width:100%;height:100%;object-fit:contain;padding:5px;} |
| .dh-inf{flex:1;} |
| .dh-name{font-family:var(--font-h);font-size:1.2rem;font-weight:700;line-height:1.2;} |
| .dh-sec{font-size:0.74rem;color:var(--text-2);margin-top:3px;} |
| .dh-bgs{display:flex;gap:0.35rem;margin-top:0.45rem;flex-wrap:wrap;} |
| .dh-sc{display:flex;flex-direction:column;align-items:center;flex-shrink:0;} |
| .dh-ring{position:relative;width:52px;height:52px;display:flex;align-items:center;justify-content:center;} |
| .dh-ring svg{position:absolute;top:0;left:0;transform:rotate(-90deg);} |
| .dh-sn{font-family:var(--font-h);font-size:0.95rem;font-weight:700;color:var(--green);} |
| .dh-sl{font-size:0.58rem;color:var(--green);margin-top:2px;text-align:center;} |
| .dh-acts{display:flex;gap:0.5rem;flex-wrap:wrap;} |
| |
| .btn{display:flex;align-items:center;gap:5px;padding:0.48rem 0.9rem;border-radius:8px;font-size:0.75rem;font-weight:500;cursor:pointer;border:none;font-family:var(--font-b);transition:all 0.14s;white-space:nowrap;} |
| .btn-p{background:var(--accent);color:#fff;} |
| .btn-p:hover{background:#4a3fe0;box-shadow:0 3px 10px rgba(91,79,255,0.3);} |
| .btn-s{background:var(--sidebar);color:#fff;} |
| .btn-s:hover{background:#2a2740;} |
| .btn-o{background:transparent;color:var(--text);border:1px solid var(--card-border);} |
| .btn-o:hover{border-color:var(--accent);color:var(--accent);} |
| |
| /* Stats */ |
| .sg{display:grid;grid-template-columns:repeat(3,1fr);gap:0.65rem;} |
| .sc{background:var(--card);border:1px solid var(--card-border);border-radius:var(--r);padding:0.8rem 0.9rem;box-shadow:var(--sh);} |
| .sc-lbl{font-size:0.62rem;color:var(--text-3);text-transform:uppercase;letter-spacing:0.07em;font-weight:600;margin-bottom:0.28rem;} |
| .sc-val{font-family:var(--font-h);font-size:1.1rem;font-weight:700;} |
| .sc-sub{font-size:0.65rem;color:var(--text-2);margin-top:2px;} |
| |
| /* Query box */ |
| .qb{background:var(--card);border:1px solid var(--card-border);border-radius:var(--r);padding:1rem;box-shadow:var(--sh);} |
| .qb-h{font-family:var(--font-h);font-size:0.78rem;font-weight:600;margin-bottom:0.65rem;display:flex;align-items:center;gap:6px;} |
| .qb-sp{width:16px;height:16px;background:var(--accent);border-radius:4px;display:flex;align-items:center;justify-content:center;flex-shrink:0;} |
| .chips{display:flex;flex-wrap:wrap;gap:0.3rem;margin-bottom:0.65rem;} |
| .chip{font-size:0.67rem;padding:0.22rem 0.55rem;border-radius:5px;border:1px solid var(--card-border);background:var(--pill);color:var(--text-2);cursor:pointer;transition:all 0.14s;} |
| .chip:hover{border-color:var(--accent);color:var(--accent);background:var(--accent-dim);} |
| .qta{width:100%;background:var(--bg);border:1px solid var(--card-border);border-radius:8px;padding:0.65rem 0.8rem;font-size:0.78rem;font-family:var(--font-b);color:var(--text);resize:none;outline:none;min-height:64px;line-height:1.6;transition:border-color 0.14s;} |
| .qta:focus{border-color:var(--accent);} |
| .qb-ft{display:flex;align-items:center;justify-content:space-between;margin-top:0.5rem;} |
| .qb-hint{font-size:0.65rem;color:var(--text-3);} |
| .run-btn{display:flex;align-items:center;gap:5px;padding:0.48rem 1.1rem;background:var(--accent);color:#fff;border:none;border-radius:8px;font-size:0.76rem;font-weight:600;cursor:pointer;font-family:var(--font-b);transition:all 0.14s;} |
| .run-btn:hover{background:#4a3fe0;box-shadow:0 3px 10px rgba(91,79,255,0.3);} |
| .run-btn:disabled{background:#b5b0e8;cursor:not-allowed;box-shadow:none;} |
| |
| /* Loader */ |
| .ldr{display:none;background:var(--card);border:1px solid var(--card-border);border-radius:var(--r);padding:0.9rem 1rem;box-shadow:var(--sh);} |
| .ldr-steps{display:flex;gap:0.4rem;flex-wrap:wrap;margin-bottom:0.6rem;} |
| .ls{display:flex;align-items:center;gap:4px;font-size:0.67rem;padding:0.18rem 0.55rem;border-radius:5px;border:1px solid var(--card-border);color:var(--text-3);background:var(--bg);transition:all 0.3s;} |
| .ls.done{background:var(--green-dim);border-color:#00c89635;color:var(--green);} |
| .ls.act{background:var(--accent-dim);border-color:#5b4fff35;color:var(--accent);} |
| .ls .d{width:5px;height:5px;border-radius:50%;background:currentColor;} |
| .ls.act .d{animation:p 0.8s ease-in-out infinite;} |
| @keyframes p{0%,100%{opacity:1;transform:scale(1)}50%{opacity:0.4;transform:scale(0.75)}} |
| .ldr-prog{height:2px;background:var(--card-border);border-radius:2px;overflow:hidden;} |
| .ldr-fill{height:100%;background:linear-gradient(90deg,var(--accent),var(--green));border-radius:2px;transition:width 0.4s ease;} |
| |
| /* Result */ |
| .rp{display:none;background:var(--card);border:1px solid var(--card-border);border-radius:var(--r);box-shadow:var(--sh);overflow:hidden;} |
| .rp-h{padding:0.8rem 1rem;border-bottom:1px solid var(--card-border);display:flex;align-items:center;justify-content:space-between;background:#fafaff;} |
| .rp-ht{font-family:var(--font-h);font-size:0.8rem;font-weight:600;} |
| .rp-m{display:flex;gap:0.35rem;} |
| .rch{font-size:0.65rem;font-weight:600;padding:0.18rem 0.55rem;border-radius:5px;} |
| .rch.g{background:var(--green-dim);color:var(--green);border:1px solid #00c89628;} |
| .rch.a{background:var(--accent-dim);color:var(--accent);border:1px solid #5b4fff28;} |
| .rp-b{padding:1rem;} |
| .rp-ans{font-size:0.8rem;line-height:1.88;color:var(--text);white-space:pre-wrap;max-height:400px;overflow-y:auto;padding-right:4px;} |
| .rp-ans::-webkit-scrollbar{width:3px;} |
| .rp-ans::-webkit-scrollbar-thumb{background:var(--card-border);border-radius:3px;} |
| .rp-src{margin-top:0.8rem;padding-top:0.8rem;border-top:1px solid var(--card-border);} |
| .rp-sl{font-size:0.62rem;font-weight:700;letter-spacing:0.1em;text-transform:uppercase;color:var(--text-3);margin-bottom:0.4rem;} |
| .stags{display:flex;flex-wrap:wrap;gap:0.3rem;} |
| .stag{font-size:0.65rem;padding:0.15rem 0.5rem;border-radius:4px;background:var(--green-dim);border:1px solid #00c89628;color:var(--green);font-weight:500;} |
| |
| /* Page cards */ |
| .pc{background:var(--card);border:1px solid var(--card-border);border-radius:var(--r);padding:1.1rem;box-shadow:var(--sh);} |
| .pt{font-family:var(--font-h);font-size:0.95rem;font-weight:700;margin-bottom:0.2rem;} |
| .ps{font-size:0.75rem;color:var(--text-2);margin-bottom:0.9rem;} |
| .le{padding:0.65rem;border:1px solid var(--card-border);border-radius:7px;margin-bottom:0.4rem;background:var(--bg);} |
| .lq{font-size:0.78rem;font-weight:500;margin-bottom:0.3rem;} |
| .lm{font-size:0.65rem;color:var(--text-3);display:flex;gap:0.65rem;} |
| .em{display:flex;align-items:center;justify-content:space-between;padding:0.6rem 0;border-bottom:1px solid var(--card-border);} |
| .em:last-child{border-bottom:none;} |
| .en{font-size:0.78rem;font-weight:500;} |
| .ev{font-family:var(--font-h);font-size:0.88rem;font-weight:700;color:var(--accent);} |
| .ebw{height:3px;background:var(--card-border);border-radius:2px;margin-top:3px;width:100px;} |
| .eb{height:100%;border-radius:2px;background:linear-gradient(90deg,var(--accent),var(--green));} |
| .sr2{padding:0.65rem;border:1px solid var(--card-border);border-radius:7px;margin-bottom:0.4rem;cursor:pointer;transition:all 0.14s;} |
| .sr2:hover{border-color:var(--accent);background:var(--accent-dim);} |
| .sr-tk{font-family:var(--font-h);font-size:0.7rem;font-weight:700;color:var(--accent);margin-bottom:2px;} |
| .sr-tx{font-size:0.73rem;color:var(--text-2);line-height:1.5;display:-webkit-box;-webkit-line-clamp:2;-webkit-box-orient:vertical;overflow:hidden;} |
| .sr-mt{font-size:0.62rem;color:var(--text-3);margin-top:3px;} |
| |
| .err{display:none;background:#fff1f1;border:1px solid #fecaca;border-radius:7px;padding:0.65rem;font-size:0.75rem;color:#b91c1c;margin-top:0.4rem;} |
| |
| select{padding:0.36rem 0.65rem;border:1px solid var(--card-border);border-radius:6px;font-family:var(--font-b);font-size:0.75rem;background:var(--bg);color:var(--text);outline:none;} |
| </style> |
| </head> |
| <body> |
| |
| <aside class="sidebar"> |
| <div class="sidebar-logo"> |
| <svg width="18" height="18" viewBox="0 0 18 18" fill="none"><rect width="18" height="18" rx="5" fill="#5b4fff"/><path d="M3 13l3.5-4.5 2.5 2.5L13 5" stroke="#fff" stroke-width="1.6" stroke-linecap="round" stroke-linejoin="round"/></svg> |
| <span>fin<span class="logo-dot">.</span>agent</span> |
| </div> |
| <div class="sidebar-user"> |
| <div class="avatar">FA</div> |
| <div><div class="u-name">Finance AI</div><div class="u-role">Intelligence Agent</div></div> |
| </div> |
| <div class="nav-sec"> |
| <div class="nav-lbl">Analysis</div> |
| <a class="nl on" onclick="sv('reports')" href="#"> |
| <svg fill="none" stroke="currentColor" stroke-width="1.8" viewBox="0 0 24 24"><rect x="3" y="3" width="7" height="9" rx="1"/><rect x="14" y="3" width="7" height="5" rx="1"/><rect x="14" y="12" width="7" height="9" rx="1"/><rect x="3" y="16" width="7" height="5" rx="1"/></svg> |
| Company Reports |
| </a> |
| <a class="nl" onclick="sv('trends')" href="#"> |
| <svg fill="none" stroke="currentColor" stroke-width="1.8" viewBox="0 0 24 24"><polyline points="22 12 18 12 15 21 9 3 6 12 2 12"/></svg> |
| Stock Trends |
| </a> |
| <a class="nl" onclick="sv('risks')" href="#"> |
| <svg fill="none" stroke="currentColor" stroke-width="1.8" viewBox="0 0 24 24"><path d="M10.29 3.86L1.82 18a2 2 0 001.71 3h16.94a2 2 0 001.71-3L13.71 3.86a2 2 0 00-3.42 0z"/><line x1="12" y1="9" x2="12" y2="13"/><line x1="12" y1="17" x2="12.01" y2="17"/></svg> |
| Risk Factors |
| </a> |
| <a class="nl" onclick="sv('log')" href="#"> |
| <svg fill="none" stroke="currentColor" stroke-width="1.8" viewBox="0 0 24 24"><path d="M14 2H6a2 2 0 00-2 2v16a2 2 0 002 2h12a2 2 0 002-2V8z"/><polyline points="14 2 14 8 20 8"/><line x1="16" y1="13" x2="8" y2="13"/></svg> |
| Query Log |
| </a> |
| </div> |
| <div class="nav-sec"> |
| <div class="nav-lbl">Tools</div> |
| <a class="nl" onclick="sv('search')" href="#"> |
| <svg fill="none" stroke="currentColor" stroke-width="1.8" viewBox="0 0 24 24"><circle cx="11" cy="11" r="8"/><line x1="21" y1="21" x2="16.65" y2="16.65"/></svg> |
| Search Filings |
| </a> |
| <a class="nl" onclick="sv('eval')" href="#"> |
| <svg fill="none" stroke="currentColor" stroke-width="1.8" viewBox="0 0 24 24"><path d="M9 11l3 3L22 4"/><path d="M21 12v7a2 2 0 01-2 2H5a2 2 0 01-2-2V5a2 2 0 012-2h11"/></svg> |
| Evaluation |
| </a> |
| </div> |
| <div class="sidebar-foot"> |
| <a class="nl" href="/docs" target="_blank"> |
| <svg fill="none" stroke="currentColor" stroke-width="1.8" viewBox="0 0 24 24"><path d="M18 13v6a2 2 0 01-2 2H5a2 2 0 01-2-2V8a2 2 0 012-2h6"/><polyline points="15 3 21 3 21 9"/><line x1="10" y1="14" x2="21" y2="3"/></svg> |
| API Docs |
| </a> |
| </div> |
| </aside> |
| |
| <div class="main"> |
| <header class="topbar"> |
| <div class="tb-title" id="tb-title">Company Intelligence Reports</div> |
| <div class="tb-right"> |
| <span class="live-pill">LIVE</span> |
| <button class="tb-btn" onclick="sv('log')"> |
| <svg width="12" height="12" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24"><path d="M14 2H6a2 2 0 00-2 2v16a2 2 0 002 2h12a2 2 0 002-2V8z"/></svg> |
| Query Log |
| </button> |
| </div> |
| </header> |
| |
| <div class="body-wrap"> |
| <!-- LEFT: company list --> |
| <div class="p-left"> |
| <div class="fbar"> |
| <div class="sw"> |
| <svg width="12" height="12" fill="none" stroke="#9896a8" stroke-width="2" viewBox="0 0 24 24"><circle cx="11" cy="11" r="8"/><line x1="21" y1="21" x2="16.65" y2="16.65"/></svg> |
| <input type="text" id="co-s" placeholder="Search companies..." oninput="rc()"> |
| </div> |
| <div class="fp on" data-f="all" onclick="sf(this)">All</div> |
| <div class="fp" data-f="Tech" onclick="sf(this)">Tech</div> |
| <div class="fp" data-f="Finance" onclick="sf(this)">Finance</div> |
| <div class="fp" data-f="Energy" onclick="sf(this)">Energy</div> |
| </div> |
| <div class="sr"> |
| <div class="sr-ct" id="co-ct"><strong>20</strong> companies</div> |
| <div class="srt">Recommended ▾</div> |
| </div> |
| <div class="clist" id="clist"></div> |
| </div> |
| |
| <!-- RIGHT: views --> |
| <div class="p-right"> |
| |
| <!-- Reports --> |
| <div class="view on" id="view-reports"> |
| <div class="dh"> |
| <div class="dh-top"> |
| <div class="dh-logo"> |
| <img id="dh-img" src="" alt="" onerror="this.style.display='none';document.getElementById('dh-txt').style.display='flex'"> |
| <span id="dh-txt" style="display:none;font-family:var(--font-h);font-weight:700;font-size:0.8rem;color:var(--accent)"></span> |
| </div> |
| <div class="dh-inf"> |
| <div class="dh-name" id="dh-name">Apple Inc.</div> |
| <div class="dh-sec" id="dh-sec">Technology / Consumer Electronics</div> |
| <div class="dh-bgs"> |
| <span class="tag g" id="dh-b1">NASDAQ</span> |
| <span class="tag a" id="dh-b2">FY2021-23</span> |
| <span class="tag">SEC 10-K</span> |
| </div> |
| </div> |
| <div class="dh-sc"> |
| <div class="dh-ring"> |
| <svg width="52" height="52" viewBox="0 0 52 52"> |
| <circle cx="26" cy="26" r="22" fill="none" stroke="#e4e0d6" stroke-width="2.5"/> |
| <circle id="dh-arc" cx="26" cy="26" r="22" fill="none" stroke="#00c896" stroke-width="2.5" stroke-linecap="round" stroke-dasharray="138.2" stroke-dashoffset="16.6"/> |
| </svg> |
| <div class="dh-sn" id="dh-sn">92</div> |
| </div> |
| <div class="dh-sl">Strong match</div> |
| </div> |
| </div> |
| <div class="dh-acts"> |
| <button class="btn btn-p" onclick="sq('Analyze revenue trends for '+ct+' from 2021 to 2023')"> |
| <svg width="12" height="12" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24"><circle cx="11" cy="11" r="8"/><line x1="21" y1="21" x2="16.65" y2="16.65"/></svg> |
| Analyze |
| </button> |
| <button class="btn btn-s" onclick="sq('What are the main risk factors for '+ct+'?')"> |
| <svg width="12" height="12" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24"><path d="M10.29 3.86L1.82 18a2 2 0 001.71 3h16.94a2 2 0 001.71-3L13.71 3.86a2 2 0 00-3.42 0z"/></svg> |
| Risk Report |
| </button> |
| <button class="btn btn-o" onclick="sq('Compare '+ct+' performance with sector peers in 2023')"> |
| <svg width="12" height="12" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24"><line x1="18" y1="20" x2="18" y2="10"/><line x1="12" y1="20" x2="12" y2="4"/><line x1="6" y1="20" x2="6" y2="14"/></svg> |
| Compare |
| </button> |
| </div> |
| </div> |
| |
| <div class="sg"> |
| <div class="sc"><div class="sc-lbl">Sections</div><div class="sc-val">4</div><div class="sc-sub">Revenue · Risk · MD&A · Overview</div></div> |
| <div class="sc"><div class="sc-lbl">Fiscal Years</div><div class="sc-val">3</div><div class="sc-sub">2021 · 2022 · 2023</div></div> |
| <div class="sc"><div class="sc-lbl">Index</div><div class="sc-val">100K+</div><div class="sc-sub">Document chunks</div></div> |
| </div> |
| |
| <div class="qb"> |
| <div class="qb-h"> |
| <div class="qb-sp"><svg width="9" height="9" fill="#fff" viewBox="0 0 24 24"><polygon points="12 2 15.09 8.26 22 9.27 17 14.14 18.18 21.02 12 17.77 5.82 21.02 7 14.14 2 9.27 8.91 8.26 12 2"/></svg></div> |
| Ask the Intelligence Agent |
| </div> |
| <div class="chips" id="qchips"> |
| <span class="chip" onclick="uc(this)">Revenue trends 2021–2023</span> |
| <span class="chip" onclick="uc(this)">Key risk factors</span> |
| <span class="chip" onclick="uc(this)">Stock volatility</span> |
| <span class="chip" onclick="uc(this)">Compare with peers</span> |
| <span class="chip" onclick="uc(this)">MD&A summary</span> |
| <span class="chip" onclick="uc(this)">Cybersecurity risks</span> |
| </div> |
| <textarea class="qta" id="qi" rows="3" placeholder="e.g. Compare AAPL and MSFT risk factors for 2022 and 2023…"></textarea> |
| <div class="qb-ft"> |
| <span class="qb-hint">Ctrl+Enter to run</span> |
| <button class="run-btn" id="rbtn" onclick="rq()"> |
| <svg width="12" height="12" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24"><polygon points="5 3 19 12 5 21 5 3"/></svg> |
| Run Analysis |
| </button> |
| </div> |
| <div class="err" id="err"></div> |
| </div> |
| |
| <div class="ldr" id="ldr"> |
| <div class="ldr-steps" id="lsteps"></div> |
| <div class="ldr-prog"><div class="ldr-fill" id="lfill" style="width:0%"></div></div> |
| </div> |
| |
| <div class="rp" id="rp"> |
| <div class="rp-h"> |
| <div class="rp-ht" id="rp-t">Analysis Result</div> |
| <div class="rp-m"> |
| <span class="rch g" id="rq-q"></span> |
| <span class="rch a" id="rq-d"></span> |
| </div> |
| </div> |
| <div class="rp-b"> |
| <div class="rp-ans" id="rp-ans"></div> |
| <div class="rp-src"> |
| <div class="rp-sl">Sources retrieved</div> |
| <div class="stags" id="rp-srcs"></div> |
| </div> |
| </div> |
| </div> |
| </div> |
| |
| <!-- Stock Trends --> |
| <div class="view" id="view-trends"> |
| <div class="pc"> |
| <div class="pt">Stock Price Trends</div> |
| <div class="ps">Historical OHLCV data · 2021–2023</div> |
| <div style="display:flex;gap:0.5rem;margin-bottom:0.85rem;align-items:center;flex-wrap:wrap"> |
| <select id="tr-tk" onchange="lt()"> |
| <option>AAPL</option><option>MSFT</option><option>GOOGL</option><option>NVDA</option> |
| <option>META</option><option>AMZN</option><option>TSLA</option><option>JPM</option> |
| <option>BAC</option><option>JNJ</option><option>XOM</option><option>CVX</option> |
| </select> |
| <div style="display:flex;gap:0.3rem"> |
| <span class="fp on" style="font-size:0.68rem;padding:0.28rem 0.6rem" onclick="scr('ALL',this)">All</span> |
| <span class="fp" style="font-size:0.68rem;padding:0.28rem 0.6rem" onclick="scr('2Y',this)">2Y</span> |
| <span class="fp" style="font-size:0.68rem;padding:0.28rem 0.6rem" onclick="scr('1Y',this)">1Y</span> |
| </div> |
| </div> |
| <div id="tr-stats" style="display:grid;grid-template-columns:repeat(4,1fr);gap:0.5rem;margin-bottom:0.85rem"></div> |
| <div style="position:relative"> |
| <canvas id="pc" height="180"></canvas> |
| <div id="tr-empty" style="text-align:center;padding:1.5rem;color:var(--text-3);font-size:0.78rem">Loading…</div> |
| </div> |
| </div> |
| </div> |
| |
| <!-- Risk Factors --> |
| <div class="view" id="view-risks"> |
| <div class="pc"> |
| <div class="pt">Risk Factor Analysis</div> |
| <div class="ps">Cross-company risk intelligence from SEC 10-K filings</div> |
| <div class="chips" style="margin-bottom:0.75rem"> |
| <span class="chip" onclick="rsk('cybersecurity and data privacy risks across all companies')">Cybersecurity</span> |
| <span class="chip" onclick="rsk('regulatory and compliance risks across companies')">Regulatory</span> |
| <span class="chip" onclick="rsk('supply chain and operational risks')">Supply Chain</span> |
| <span class="chip" onclick="rsk('macroeconomic inflation and interest rate risks')">Macro / Inflation</span> |
| <span class="chip" onclick="rsk('geopolitical risks in energy and tech sectors')">Geopolitical</span> |
| <span class="chip" onclick="rsk('talent acquisition and workforce risks')">Talent / HR</span> |
| </div> |
| <textarea class="qta" id="ri" placeholder="Ask about any risk factor across all company filings…" rows="2"></textarea> |
| <button class="run-btn" style="margin-top:0.5rem;width:100%;justify-content:center" onclick="rsk(document.getElementById('ri').value)"> |
| <svg width="12" height="12" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24"><polygon points="5 3 19 12 5 21 5 3"/></svg> |
| Analyze Risks |
| </button> |
| <div id="rsk-ldr" style="display:none;text-align:center;padding:0.85rem;font-size:0.75rem;color:var(--text-3)">Analyzing…</div> |
| <div id="rsk-res" style="display:none;margin-top:0.75rem"> |
| <div id="rsk-ans" style="font-size:0.78rem;line-height:1.85;white-space:pre-wrap;max-height:340px;overflow-y:auto;padding:0.75rem;background:var(--bg);border-radius:8px;border:1px solid var(--card-border)"></div> |
| </div> |
| </div> |
| </div> |
| |
| <!-- Query Log --> |
| <div class="view" id="view-log"> |
| <div class="pc"> |
| <div class="pt">Query Log</div> |
| <div class="ps">All agent runs with quality scores and source counts</div> |
| <div id="log-list"><div style="text-align:center;padding:1.5rem;color:var(--text-3);font-size:0.78rem">No queries yet.</div></div> |
| </div> |
| </div> |
| |
| <!-- Search Filings --> |
| <div class="view" id="view-search"> |
| <div class="pc"> |
| <div class="pt">Search Filings</div> |
| <div class="ps">Hybrid BM25 + vector search across 100K+ document chunks</div> |
| <div class="sw" style="margin-bottom:0.6rem"> |
| <svg width="12" height="12" fill="none" stroke="#9896a8" stroke-width="2" viewBox="0 0 24 24"><circle cx="11" cy="11" r="8"/><line x1="21" y1="21" x2="16.65" y2="16.65"/></svg> |
| <input type="text" id="fs-q" placeholder="Search filings…" style="font-size:0.78rem"> |
| </div> |
| <div style="display:flex;gap:0.5rem;margin-bottom:0.75rem;flex-wrap:wrap;align-items:center"> |
| <select id="fs-tk"><option value="">All companies</option><option>AAPL</option><option>MSFT</option><option>GOOGL</option><option>NVDA</option><option>META</option><option>AMZN</option><option>TSLA</option><option>JPM</option></select> |
| <select id="fs-sc"><option value="">All sections</option><option value="risk_factors">Risk Factors</option><option value="revenue">Revenue</option><option value="business_overview">Business Overview</option><option value="md_and_a">MD&A</option></select> |
| <button class="run-btn" style="padding:0.36rem 0.85rem;font-size:0.72rem" onclick="sf2()">Search</button> |
| </div> |
| <div id="sr-res"><div style="text-align:center;padding:1.25rem;color:var(--text-3);font-size:0.78rem">Enter a query to search</div></div> |
| </div> |
| </div> |
| |
| <!-- Evaluation --> |
| <div class="view" id="view-eval"> |
| <div class="pc"> |
| <div class="pt">Evaluation Report</div> |
| <div class="ps">Recall@K · Precision@K · Answer quality metrics</div> |
| <div id="ev-con"> |
| <div style="text-align:center;padding:1.25rem"> |
| <button class="run-btn" onclick="le()"> |
| <svg width="12" height="12" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24"><polygon points="5 3 19 12 5 21 5 3"/></svg> |
| Run Evaluation Suite |
| </button> |
| </div> |
| </div> |
| </div> |
| </div> |
| |
| </div> |
| </div> |
| </div> |
| |
| <script src="https://cdnjs.cloudflare.com/ajax/libs/Chart.js/4.4.1/chart.umd.min.js"></script> |
| <script> |
| const COS = [ |
| {t:"AAPL",name:"Apple Inc.",sec:"Technology / Consumer Electronics",type:"Tech",score:92,logo:"https://logo.clearbit.com/apple.com",exch:"NASDAQ"}, |
| {t:"MSFT",name:"Microsoft Corp.",sec:"Technology / Cloud",type:"Tech",score:91,logo:"https://logo.clearbit.com/microsoft.com",exch:"NASDAQ"}, |
| {t:"GOOGL",name:"Alphabet Inc.",sec:"Technology / Advertising",type:"Tech",score:89,logo:"https://logo.clearbit.com/google.com",exch:"NASDAQ"}, |
| {t:"NVDA",name:"NVIDIA Corp.",sec:"Semiconductors / AI",type:"Tech",score:95,logo:"https://logo.clearbit.com/nvidia.com",exch:"NASDAQ"}, |
| {t:"META",name:"Meta Platforms",sec:"Technology / Social Media",type:"Tech",score:87,logo:"https://logo.clearbit.com/meta.com",exch:"NASDAQ"}, |
| {t:"AMZN",name:"Amazon.com Inc.",sec:"E-Commerce / Cloud",type:"Tech",score:90,logo:"https://logo.clearbit.com/amazon.com",exch:"NASDAQ"}, |
| {t:"TSLA",name:"Tesla Inc.",sec:"Automotive / EV",type:"Tech",score:86,logo:"https://logo.clearbit.com/tesla.com",exch:"NASDAQ"}, |
| {t:"JPM",name:"JPMorgan Chase",sec:"Financial Services",type:"Finance",score:88,logo:"https://logo.clearbit.com/jpmorganchase.com",exch:"NYSE"}, |
| {t:"BAC",name:"Bank of America",sec:"Financial Services",type:"Finance",score:85,logo:"https://logo.clearbit.com/bankofamerica.com",exch:"NYSE"}, |
| {t:"JNJ",name:"Johnson & Johnson",sec:"Healthcare / Pharma",type:"Finance",score:84,logo:"https://logo.clearbit.com/jnj.com",exch:"NYSE"}, |
| {t:"XOM",name:"ExxonMobil Corp.",sec:"Energy / Oil & Gas",type:"Energy",score:83,logo:"https://logo.clearbit.com/exxonmobil.com",exch:"NYSE"}, |
| {t:"CVX",name:"Chevron Corp.",sec:"Energy / Oil & Gas",type:"Energy",score:82,logo:"https://logo.clearbit.com/chevron.com",exch:"NYSE"}, |
| {t:"WMT",name:"Walmart Inc.",sec:"Retail / Consumer Staples",type:"Finance",score:80,logo:"https://logo.clearbit.com/walmart.com",exch:"NYSE"}, |
| {t:"PG",name:"Procter & Gamble",sec:"Consumer Goods",type:"Finance",score:79,logo:"https://logo.clearbit.com/pg.com",exch:"NYSE"}, |
| {t:"HD",name:"Home Depot",sec:"Retail / Home Improvement",type:"Finance",score:81,logo:"https://logo.clearbit.com/homedepot.com",exch:"NYSE"}, |
| {t:"ABBV",name:"AbbVie Inc.",sec:"Pharmaceuticals",type:"Finance",score:78,logo:"https://logo.clearbit.com/abbvie.com",exch:"NYSE"}, |
| {t:"PFE",name:"Pfizer Inc.",sec:"Pharmaceuticals",type:"Finance",score:77,logo:"https://logo.clearbit.com/pfizer.com",exch:"NYSE"}, |
| {t:"LLY",name:"Eli Lilly",sec:"Pharmaceuticals",type:"Finance",score:83,logo:"https://logo.clearbit.com/lilly.com",exch:"NYSE"}, |
| {t:"KO",name:"Coca-Cola Co.",sec:"Consumer Beverages",type:"Finance",score:76,logo:"https://logo.clearbit.com/coca-cola.com",exch:"NYSE"}, |
| {t:"PEP",name:"PepsiCo Inc.",sec:"Consumer Beverages",type:"Finance",score:77,logo:"https://logo.clearbit.com/pepsico.com",exch:"NYSE"}, |
| ]; |
| const CHIPS = { |
| "Revenue trends 2021–2023":()=>`Analyze revenue trends for ${ct} from 2021 to 2023`, |
| "Key risk factors":()=>`What are the main risk factors for ${ct} in their SEC 10-K filing?`, |
| "Stock volatility":()=>`Analyze stock price volatility for ${ct} between 2021 and 2023`, |
| "Compare with peers":()=>`Compare ${ct} revenue and risk factors with its sector peers`, |
| "MD&A summary":()=>`Summarize the MD&A section for ${ct} for fiscal year 2023`, |
| "Cybersecurity risks":()=>`What cybersecurity risks does ${ct} highlight in their filings?`, |
| }; |
| const VTITLES = {reports:"Company Intelligence Reports",trends:"Stock Price Trends",risks:"Risk Factor Analysis",log:"Query Log",search:"Search Filings",eval:"Evaluation Suite"}; |
| const STEPS = ["Planning","Retrieving","Re-ranking","Analyzing","Critiquing"]; |
| |
| let ci = 0, ct = "AAPL", af = "all", log = [], pChart = null, apd = {}, cr = "ALL"; |
| |
| function rc() { |
| const q = document.getElementById('co-s').value.toLowerCase(); |
| const el = document.getElementById('clist'); el.innerHTML = ''; |
| let n = 0; |
| COS.forEach((c,i) => { |
| const ms = !q||c.t.toLowerCase().includes(q)||c.name.toLowerCase().includes(q)||c.sec.toLowerCase().includes(q); |
| const mf = af==='all'||c.type===af; |
| if(!ms||!mf) return; n++; |
| const d = document.createElement('div'); |
| d.className='cc'+(i===ci?' sel':''); |
| d.onclick=()=>sel(i); |
| d.innerHTML=`<div class="cc-top"> |
| <div class="co-logo"><img src="${c.logo}" alt="${c.t}" onerror="this.style.display='none';this.nextSibling.style.display='flex'"><span style="display:none;font-family:var(--font-h);font-weight:700;font-size:0.7rem;color:var(--accent)">${c.t[0]}</span></div> |
| <div class="ci"><div class="ci-name">${c.name}</div><div class="ci-sub">${c.t} · ${c.sec}</div></div> |
| <div class="ring"><svg width="38" height="38" viewBox="0 0 38 38"><circle cx="19" cy="19" r="15" fill="none" stroke="#e4e0d6" stroke-width="2.2"/><circle cx="19" cy="19" r="15" fill="none" stroke="#00c896" stroke-width="2.2" stroke-linecap="round" stroke-dasharray="94.2" stroke-dashoffset="${94.2*(1-c.score/100)}"/></svg><div class="ring-num">${c.score}</div></div> |
| </div> |
| <div class="ct"><span class="tag g">${c.exch}</span><span class="tag a">FY2021-23</span><span class="tag">10-K</span></div> |
| <div class="cf"><span class="cf-t">Updated today</span><button class="bm" onclick="event.stopPropagation()"><svg width="12" height="12" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24"><path d="M19 21l-7-5-7 5V5a2 2 0 012-2h10a2 2 0 012 2z"/></svg></button></div>`; |
| el.appendChild(d); |
| }); |
| document.getElementById('co-ct').innerHTML=`<strong>${n}</strong> companies`; |
| } |
| |
| function sf(el){document.querySelectorAll('.fp').forEach(p=>p.classList.remove('on'));el.classList.add('on');af=el.dataset.f;rc();} |
| |
| function sel(i){ |
| ci=i; const c=COS[i]; ct=c.t; |
| const img=document.getElementById('dh-img'),txt=document.getElementById('dh-txt'); |
| img.src=c.logo; img.style.display=''; txt.style.display='none'; txt.textContent=c.t[0]; |
| document.getElementById('dh-name').textContent=c.name; |
| document.getElementById('dh-sec').textContent=c.sec; |
| document.getElementById('dh-b1').textContent=c.exch; |
| document.getElementById('dh-sn').textContent=c.score; |
| document.getElementById('dh-arc').setAttribute('stroke-dashoffset',138.2*(1-c.score/100)); |
| document.getElementById('rp').style.display='none'; |
| document.getElementById('err').style.display='none'; |
| rc(); sv('reports'); |
| } |
| |
| function sv(id){ |
| document.querySelectorAll('.view').forEach(v=>v.classList.remove('on')); |
| document.querySelectorAll('.nl').forEach(l=>l.classList.remove('on')); |
| document.getElementById('view-'+id).classList.add('on'); |
| document.querySelectorAll('.nl').forEach(l=>{if(l.getAttribute('onclick')&&l.getAttribute('onclick').includes("'"+id+"'"))l.classList.add('on');}); |
| document.getElementById('tb-title').textContent=VTITLES[id]||''; |
| if(id==='trends'){document.getElementById('tr-tk').value=ct;lt();} |
| if(id==='log') rl(); |
| } |
| |
| function sq(q){document.getElementById('qi').value=q;document.getElementById('qi').focus();sv('reports');} |
| function uc(el){const fn=CHIPS[el.textContent];if(fn)document.getElementById('qi').value=fn();} |
| |
| async function rq(){ |
| const q=document.getElementById('qi').value.trim(); if(!q) return; |
| document.getElementById('rbtn').disabled=true; |
| document.getElementById('rp').style.display='none'; |
| document.getElementById('err').style.display='none'; |
| const ldr=document.getElementById('ldr'); ldr.style.display='block'; |
| const se=document.getElementById('lsteps'); |
| se.innerHTML=STEPS.map(s=>`<div class="ls" id="ls-${s}"><div class="d"></div>${s}</div>`).join(''); |
| let si=0; |
| function ast(i){STEPS.forEach((s,j)=>{const e=document.getElementById('ls-'+s);e.classList.toggle('done',j<i);e.classList.toggle('act',j===i);});document.getElementById('lfill').style.width=Math.round((i+1)/STEPS.length*90)+'%';} |
| const st=setInterval(()=>{if(si<STEPS.length)ast(si++);},1100); |
| try{ |
| const res=await fetch('/query',{method:'POST',headers:{'Content-Type':'application/json'},body:JSON.stringify({query:q})}); |
| if(!res.ok) throw new Error(await res.text()); |
| const data=await res.json(); |
| clearInterval(st); STEPS.forEach(s=>document.getElementById('ls-'+s).className='ls done'); |
| document.getElementById('lfill').style.width='100%'; |
| setTimeout(()=>{ldr.style.display='none';},350); |
| document.getElementById('rp-t').textContent='Analysis — '+(q.length>55?q.slice(0,55)+'…':q); |
| document.getElementById('rq-q').textContent='Quality '+(data.quality_score*100).toFixed(0)+'%'; |
| document.getElementById('rq-d').textContent=data.doc_count+' docs'; |
| if (data.blocked) { |
| document.getElementById('rp-t').textContent = 'Query Blocked'; |
| document.getElementById('rp-ans').style.color = 'var(--red)'; |
| } else { |
| document.getElementById('rp-t').textContent = 'Analysis — '+(q.length>55?q.slice(0,55)+'...':q); |
| document.getElementById('rp-ans').style.color = 'var(--text)'; |
| } |
| document.getElementById('rp-ans').textContent = data.answer; |
| const se2=document.getElementById('rp-srcs'); se2.innerHTML=''; |
| (data.sources||[]).forEach(s=>{const t=document.createElement('span');t.className='stag';t.textContent=s;se2.appendChild(t);}); |
| document.getElementById('rp').style.display='block'; |
| log.unshift({query:q,quality:data.quality_score,docs:data.doc_count,time:new Date().toLocaleTimeString(),ticker:ct}); |
| }catch(e){ |
| clearInterval(st);ldr.style.display='none'; |
| const eb=document.getElementById('err');eb.style.display='block';eb.textContent='Error: '+e.message; |
| }finally{document.getElementById('rbtn').disabled=false;} |
| } |
| |
| async function rsk(q){ |
| if(!q||!q.trim()) return; |
| document.getElementById('rsk-ldr').style.display='block'; |
| document.getElementById('rsk-res').style.display='none'; |
| try{ |
| const res=await fetch('/query',{method:'POST',headers:{'Content-Type':'application/json'},body:JSON.stringify({query:q})}); |
| const data=await res.json(); |
| document.getElementById('rsk-ans').textContent=data.answer; |
| document.getElementById('rsk-res').style.display='block'; |
| log.unshift({query:q,quality:data.quality_score,docs:data.doc_count,time:new Date().toLocaleTimeString(),ticker:'ALL'}); |
| }catch(e){alert('Error: '+e.message);} |
| finally{document.getElementById('rsk-ldr').style.display='none';} |
| } |
| |
| function rl(){ |
| const el=document.getElementById('log-list'); |
| if(!log.length){el.innerHTML='<div style="text-align:center;padding:1.5rem;color:var(--text-3);font-size:0.78rem">No queries yet.</div>';return;} |
| el.innerHTML=log.map((l,i)=>`<div class="le"><div class="lq">${i+1}. ${l.query}</div><div class="lm"><span>${l.ticker}</span><span>Quality: <strong style="color:var(--green)">${(l.quality*100).toFixed(0)}%</strong></span><span>${l.docs} docs</span><span>${l.time}</span></div></div>`).join(''); |
| } |
| |
| async function sf2(){ |
| const q=document.getElementById('fs-q').value.trim(); if(!q) return; |
| const tk=document.getElementById('fs-tk').value, sc=document.getElementById('fs-sc').value; |
| document.getElementById('sr-res').innerHTML='<div style="text-align:center;padding:1rem;color:var(--text-3);font-size:0.75rem">Searching…</div>'; |
| try{ |
| const res=await fetch('/search',{method:'POST',headers:{'Content-Type':'application/json'},body:JSON.stringify({query:q,ticker:tk,section:sc})}); |
| const data=await res.json(); |
| if(!data.results||!data.results.length){document.getElementById('sr-res').innerHTML='<div style="text-align:center;padding:1rem;color:var(--text-3)">No results.</div>';return;} |
| document.getElementById('sr-res').innerHTML=data.results.map(r=>`<div class="sr2"><div class="sr-tk">${r.ticker} · ${r.section} · FY${r.year}</div><div class="sr-tx">${r.text}</div><div class="sr-mt">Score: ${r.score.toFixed(3)}</div></div>`).join(''); |
| }catch(e){document.getElementById('sr-res').innerHTML=`<div style="color:var(--red);font-size:0.75rem">Error: ${e.message}</div>`;} |
| } |
| |
| async function lt(){ |
| const tk=document.getElementById('tr-tk').value; ct=tk; |
| document.getElementById('tr-empty').style.display='block'; |
| document.getElementById('tr-empty').textContent='Loading…'; |
| try{ |
| const res=await fetch('/prices/'+tk); const data=await res.json(); |
| if(!data.dates||!data.dates.length) throw new Error('No data'); |
| apd=data; rch2(data); |
| document.getElementById('tr-empty').style.display='none'; |
| const cl=data.closes,f=cl[0],l=cl[cl.length-1],chg=((l-f)/f*100).toFixed(1); |
| document.getElementById('tr-stats').innerHTML=` |
| <div class="sc"><div class="sc-lbl">Latest</div><div class="sc-val">$${l.toFixed(2)}</div></div> |
| <div class="sc"><div class="sc-lbl">Change</div><div class="sc-val" style="color:${chg>=0?'var(--green)':'var(--red)'}">${chg>=0?'+':''}${chg}%</div></div> |
| <div class="sc"><div class="sc-lbl">High</div><div class="sc-val">$${Math.max(...cl).toFixed(2)}</div></div> |
| <div class="sc"><div class="sc-lbl">Low</div><div class="sc-val">$${Math.min(...cl).toFixed(2)}</div></div>`; |
| }catch(e){document.getElementById('tr-empty').textContent='No price data for '+tk;} |
| } |
| |
| function scr(r,el){document.querySelectorAll('#view-trends .fp').forEach(t=>t.classList.remove('on'));el.classList.add('on');cr=r;if(apd.dates)rch2(apd);} |
| |
| function rch2(data){ |
| let ds=data.dates,cl=data.closes; |
| if(cr==='1Y'){ds=ds.slice(-252);cl=cl.slice(-252);} |
| else if(cr==='2Y'){ds=ds.slice(-504);cl=cl.slice(-504);} |
| const ctx=document.getElementById('pc').getContext('2d'); |
| if(pChart)pChart.destroy(); |
| pChart=new Chart(ctx,{type:'line',data:{labels:ds,datasets:[{data:cl,borderColor:'#5b4fff',borderWidth:1.5,backgroundColor:'rgba(91,79,255,0.05)',fill:true,tension:0.3,pointRadius:0}]},options:{responsive:true,interaction:{mode:'index',intersect:false},plugins:{legend:{display:false},tooltip:{callbacks:{label:c=>'$'+c.parsed.y.toFixed(2)}}},scales:{x:{grid:{display:false},ticks:{maxTicksLimit:7,font:{size:10},color:'#9896a8'}},y:{grid:{color:'#e4e0d618'},ticks:{font:{size:10},color:'#9896a8',callback:v=>'$'+v.toFixed(0)}}}}}); |
| } |
| |
| async function le(){ |
| document.getElementById('ev-con').innerHTML='<div style="text-align:center;padding:1rem;color:var(--text-3);font-size:0.75rem">Running evaluation…</div>'; |
| try{ |
| const res=await fetch('/evaluate'); const data=await res.json(); |
| document.getElementById('ev-con').innerHTML=` |
| <div style="margin-bottom:0.85rem"> |
| <div class="em"><div><div class="en">Average Recall@10</div><div class="ebw"><div class="eb" style="width:${(data.avg_recall_at_10*100).toFixed(0)}%"></div></div></div><div class="ev">${(data.avg_recall_at_10*100).toFixed(1)}%</div></div> |
| <div class="em"><div><div class="en">Average Precision@10</div><div class="ebw"><div class="eb" style="width:${(data.avg_precision_at_10*100).toFixed(0)}%"></div></div></div><div class="ev">${(data.avg_precision_at_10*100).toFixed(1)}%</div></div> |
| </div> |
| <div style="font-size:0.62rem;font-weight:700;color:var(--text-3);text-transform:uppercase;letter-spacing:0.1em;margin-bottom:0.5rem">Per-query results</div> |
| ${(data.per_query||[]).map(q=>`<div class="le"><div class="lq">${q.query}</div><div class="lm"><span>Recall@10: <strong style="color:var(--green)">${(q['recall@10']*100).toFixed(0)}%</strong></span><span>Precision@10: <strong style="color:var(--accent)">${(q['precision@10']*100).toFixed(0)}%</strong></span></div></div>`).join('')}`; |
| }catch(e){document.getElementById('ev-con').innerHTML=`<div style="color:var(--red);font-size:0.75rem;padding:0.75rem">Run: python -m src.evaluation.eval first, then retry.</div>`;} |
| } |
| |
| document.addEventListener('DOMContentLoaded',()=>{ |
| document.getElementById('qi').addEventListener('keydown',e=>{if(e.key==='Enter'&&e.ctrlKey)rq();}); |
| document.getElementById('ri').addEventListener('keydown',e=>{if(e.key==='Enter'&&e.ctrlKey)rsk(e.target.value);}); |
| document.getElementById('fs-q').addEventListener('keydown',e=>{if(e.key==='Enter')sf2();}); |
| rc(); sel(0); |
| }); |
| </script> |
| </body> |
| </html>""" |
|
|
|
|
| @asynccontextmanager |
| async def lifespan(app: FastAPI): |
| global orchestrator |
| orchestrator = FinancialAgentOrchestrator() |
| orchestrator.build_index() |
| yield |
|
|
|
|
| app = FastAPI( |
| title="Financial Intelligence Agent", |
| description="Multi-agent RAG system — 100K+ financial document chunks", |
| version="2.0.0", |
| lifespan=lifespan, |
| ) |
|
|
| app.add_middleware( |
| CORSMiddleware, |
| allow_origins=["*"], |
| allow_methods=["*"], |
| allow_headers=["*"], |
| ) |
|
|
|
|
| class QueryRequest(BaseModel): |
| query: str |
|
|
|
|
| class QueryResponse(BaseModel): |
| query: str |
| answer: str |
| sources: list |
| quality_score: float |
| doc_count: int |
| blocked: bool = False |
|
|
|
|
| class SearchRequest(BaseModel): |
| query: str |
| ticker: str = "" |
| section: str = "" |
|
|
|
|
| @app.get("/", response_class=HTMLResponse) |
| async def root(): |
| return UI_HTML |
|
|
|
|
| @app.post("/query", response_model=QueryResponse) |
| async def query_endpoint(req: QueryRequest): |
| if not req.query.strip(): |
| raise HTTPException(status_code=400, detail="Query cannot be empty") |
| result = orchestrator.answer(req.query) |
| return QueryResponse( |
| query=result["query"], |
| answer=result["answer"], |
| sources=result.get("sources", []), |
| quality_score=result.get("quality_score", 0.0), |
| doc_count=result.get("doc_count", 0), |
| blocked=result.get("blocked", False), |
| ) |
|
|
|
|
| @app.post("/search") |
| async def search_endpoint(req: SearchRequest): |
| filters = {} |
| if req.ticker: |
| filters["ticker"] = [req.ticker] |
| if req.section: |
| filters["section"] = req.section |
| docs = orchestrator.retriever.hybrid_search(req.query, k=10, filters=filters) |
| results = [ |
| { |
| "ticker": d["metadata"].get("ticker", ""), |
| "section": d["metadata"].get("section", ""), |
| "year": d["metadata"].get("fiscal_year", ""), |
| "text": d["text"][:300], |
| "score": d.get("rerank_score", d.get("score", 0)), |
| } |
| for d in docs |
| ] |
| return {"results": results} |
|
|
|
|
| @app.get("/prices/{ticker}") |
| async def prices_endpoint(ticker: str): |
| try: |
| conn = sqlite3.connect(DB_PATH) |
| c = conn.cursor() |
| c.execute( |
| "SELECT date, close FROM stock_prices WHERE ticker=? ORDER BY date ASC", |
| (ticker.upper(),), |
| ) |
| rows = c.fetchall() |
| conn.close() |
| if not rows: |
| return {"dates": [], "closes": []} |
| return { |
| "ticker": ticker, |
| "dates": [r[0] for r in rows], |
| "closes": [r[1] for r in rows], |
| } |
| except Exception as e: |
| raise HTTPException(status_code=500, detail=str(e)) |
|
|
|
|
| @app.get("/evaluate") |
| async def evaluate_endpoint(): |
| from pathlib import Path |
| report = Path("evaluation/results/eval_report.json") |
| if report.exists(): |
| return json.loads(report.read_text()) |
| try: |
| from src.evaluation.eval import run_evaluation |
| run_evaluation() |
| if report.exists(): |
| return json.loads(report.read_text()) |
| except Exception as e: |
| raise HTTPException(status_code=500, detail=str(e)) |
| raise HTTPException(status_code=404, detail="Run: python -m src.evaluation.eval") |
|
|
|
|
| @app.get("/health") |
| async def health(): |
| return {"status": "ok", "version": "2.0.0"} |
