service/report_service.py

"""
Report Service - 财务报告数据服务
集成 EasyFinancialAgent 的 MCP 工具，提供完整的数据查询方法
"""

from EasyFinancialAgent.chat_direct import (
    analyze_company_with_llm,
    chatbot_response,
    search_company_direct,
    get_company_info_direct,
    extract_financial_metrics_direct,
    get_company_filings_direct,
    get_latest_financial_data_direct,
    query_company_direct
)
from datetime import datetime
from typing import Optional


def get_report_data(symbol_or_name: str, years: int = 5):
    """
    获取公司完整财务报告数据
    
    Args:
        symbol_or_name: 公司代码或名称 (e.g., "Apple", "AAPL", "0000320193")
        years: 财务年限 (默认 5 年)
    
    Returns:
        完整的报告数据字典，包含公司信息、财务指标、最新数据等
    
    Example:
        report = get_report_data("Apple", years=5)
    """
    result = {
        "timestamp": datetime.now().isoformat(),
        "query_input": symbol_or_name,
        "status": "success",
        "data": {
            "company_search": None,
            "company_info": None,
            "latest_financial": None,
            "financial_metrics": None,
            "filings": None
        },
        "errors": []
    }
    
    try:
        # 1. 搜索公司
        print(f"[Report Service] 搜索公司: {symbol_or_name}")
        search_result = search_company_direct(symbol_or_name)
        print(f"[Report Service] 搜索结果: {search_result}")
        if "error" in search_result:
            result["errors"].append(f"Search failed: {search_result['error']}")
            result["status"] = "error"
            return result
        
        result["data"]["company_search"] = search_result
        
        # 从搜索结果提取 CIK
        cik = None
        if isinstance(search_result, dict):
            cik = search_result.get("cik")
        elif isinstance(search_result, (list, tuple)) and len(search_result) > 0:
            try:
                first = search_result[0] if isinstance(search_result, (list, tuple)) else None
                if isinstance(first, dict):
                    cik = first.get("cik")
            except (IndexError, TypeError):
                pass
        
        if not cik:
            result["errors"].append("Could not extract CIK from search result")
            result["status"] = "error"
            return result
        
        print(f"[Report Service] 找到公司 CIK: {cik}")
        
        # 2. 获取公司详细信息
        # print(f"[Report Service] 获取公司详细信息")
        # company_info = get_company_info_direct(cik)
        # if "error" not in company_info:
        #     result["data"]["company_info"] = company_info
        # else:
        #     result["errors"].append(f"Failed to get company info: {company_info.get('error')}")
        
        # 3. 获取最新财务数据
        # print(f"[Report Service] 获取最新财务数据")
        # latest_data = get_latest_financial_data_direct(cik)
        # if "error" not in latest_data:
        #     result["data"]["latest_financial"] = latest_data
        # else:
        #     result["errors"].append(f"Failed to get latest financial data: {latest_data.get('error')}")
        
        # 4. 获取多年财务指标
        print(f"[Report Service] 获取 {years} 年财务指标")
        metrics = extract_financial_metrics_direct(cik, years=years)
        if "error" not in metrics:
            result["data"]["financial_metrics"] = metrics
        else:
            result["errors"].append(f"Failed to get financial metrics: {metrics.get('error')}")
        
        # 5. 获取公司文件列表
        # print(f"[Report Service] 获取公司 SEC 文件列表")
        # filings = get_company_filings_direct(cik)
        # if "error" not in filings:
        #     result["data"]["filings"] = filings
        # else:
        #     result["errors"].append(f"Failed to get filings: {filings.get('error')}")
        
        print(f"[Report Service] 报告数据获取完成")
        
    except Exception as e:
        result["status"] = "error"
        result["errors"].append(f"Exception: {str(e)}")
        import traceback
        result["errors"].append(traceback.format_exc())
    
    return result


def get_company_summary(symbol_or_name: str):
    """
    获取公司摘要信息（轻量级查询）
    
    Args:
        symbol_or_name: 公司代码或名称
    
    Returns:
        公司摘要数据字典
    
    Example:
        summary = get_company_summary("Tesla")
    """
    result = {
        "timestamp": datetime.now().isoformat(),
        "query_input": symbol_or_name,
        "status": "success",
        "data": {
            "company_search": None,
            "company_info": None,
            "latest_financial": None
        },
        "errors": []
    }
    
    try:
        # 搜索公司
        search_result = search_company_direct(symbol_or_name)
        if "error" in search_result:
            result["errors"].append(f"Search failed: {search_result['error']}")
            result["status"] = "error"
            return result
        
        result["data"]["company_search"] = search_result
        
        # 提取 CIK
        cik = None
        if isinstance(search_result, dict):
            cik = search_result.get("cik")
        elif isinstance(search_result, (list, tuple)) and len(search_result) > 0:
            try:
                first = search_result[0] if isinstance(search_result, (list, tuple)) else None
                if isinstance(first, dict):
                    cik = first.get("cik")
            except (IndexError, TypeError):
                pass
        
        if not cik:
            result["errors"].append("Could not extract CIK")
            result["status"] = "error"
            return result
        
        # 获取公司信息
        company_info = get_company_info_direct(cik)
        if "error" not in company_info:
            result["data"]["company_info"] = company_info
        
        # 获取最新财务数据
        latest_data = get_latest_financial_data_direct(cik)
        if "error" not in latest_data:
            result["data"]["latest_financial"] = latest_data
        
    except Exception as e:
        result["status"] = "error"
        result["errors"].append(str(e))
    
    return result


def get_financial_metrics(symbol_or_name: str, years: int = 5):
    """
    获取财务指标趋势数据
    
    Args:
        symbol_or_name: 公司代码或名称
        years: 年数（默认 5 年）
    
    Returns:
        财务指标数据字典
    
    Example:
        metrics = get_financial_metrics("Microsoft", years=10)
    """
    result = {
        "timestamp": datetime.now().isoformat(),
        "query_input": symbol_or_name,
        "years": years,
        "status": "success",
        "data": None,
        "errors": []
    }
    
    try:
        # 搜索公司
        search_result = search_company_direct(symbol_or_name)
        if "error" in search_result:
            result["errors"].append(f"Search failed: {search_result['error']}")
            result["status"] = "error"
            return result
        
        # 提取 CIK
        cik = None
        if isinstance(search_result, dict):
            cik = search_result.get("cik")
        elif isinstance(search_result, (list, tuple)) and len(search_result) > 0:
            try:
                first = search_result[0] if isinstance(search_result, (list, tuple)) else None
                if isinstance(first, dict):
                    cik = first.get("cik")
            except (IndexError, TypeError):
                pass
        
        if not cik:
            result["errors"].append("Could not extract CIK")
            result["status"] = "error"
            return result
        
        # 获取财务指标
        metrics = extract_financial_metrics_direct(cik, years=years)
        if "error" in metrics:
            result["errors"].append(f"Failed to get metrics: {metrics['error']}")
            result["status"] = "error"
        else:
            result["data"] = metrics
        
    except Exception as e:
        result["status"] = "error"
        result["errors"].append(str(e))
    
    return result


def get_service_health():
    """
    检查财务数据服务健康状态
    
    Returns:
        服务状态字典
    
    Example:
        health = get_service_health()
    """
    return {
        "status": "ok",
        "message": "Using direct MCP functions (no HTTP service required)"
    }


def query_company_advanced(company_input: str, type: str):
    """
    综合查询公司信息 (直接调用 chat_direct 的高级方法)
    包括搜索、基本信息、文件列表和财务指标
    
    Args:
        company_input: 公司名称或代码
        get_filings: 是否获取文件列表
        get_metrics: 是否获取财务指标
    
    Returns:
        综合结果字典，包含 company_search, company_info, filings, metrics
    
    Example:
        result = query_company_advanced("Apple", get_filings=True, get_metrics=True)
    """
    prompt_suggestion = f"""
       Role:

You are an expert investment advisor who provides data-driven recommendations based on a company’s financials, news, and market data.

Task:

Analyze the following for {company_input}:

Financial metrics – revenue, profit, debt, cash flow, etc.
Recent news – assess risks and opportunities.
Stock data – price trend, volume, etc.
Output Restriction:

Your response must contain only the following two elements and nothing else:

The exact block titled "Investment Recommendation:" with the four specified fields filled in.
A single concluding sentence summarizing how the recommendation integrates financial, news, and market data.
Final Output Format:

Investment Recommendation:

Recommendation: [Buy / Hold / Avoid]

Entry & Exit Price: [Specify]

Stop-Loss & Take-Profit Levels: [Specify]

Holding Horizon: Short-term (<1 month) or Long-term (>1 month)

This recommendation is based on an objective synthesis of the company’s latest financial performance, material news developments, and current market price action.

Rules:

Base all advice strictly on factual, verifiable data—no speculation or opinion.
Be concise, professional, and actionable.
Always ground entry/exit and stop/take-profit levels in recent price behavior (e.g., support/resistance, volatility).
If insufficient reliable data exists, default to "Avoid".
Output must be in English only.

    """
    prompt_report = f"""
        Analyze the following for {company_input}:
        3 Years Financial metrics – revenue, profit, debt, cash flow, etc.
        Recent news – assess risks and opportunities.
        Stock data – price trend, volume, etc.
        Role：
        You are a professional financial statement analyst specializing in deep, data-backed evaluations of public companies. Your task is to produce a comprehensive, clear, and actionable financial analysis report in English, strictly following the structure below.
        Instructions:
        Base all analysis on real financial data (e.g., Total Revenue, Net Income, Gross Profit Margin, Current Ratio) and current market trends.
        Incorporate visual insights: Describe or reference charts for Revenue Performance and Earnings Growth in the Summary, and use clear chart-based representations of key metrics in the Financial Statements section.
        If needed, simulate access to up-to-date financial databases (e.g., via Finnhub, SEC filings, or Bloomberg) to ensure data accuracy.
        Be objective, concise, and professional—avoid speculation or unsupported claims.
        Output Format (Markdown Only):
        Markdown
        # Financial Analysis Report: {company_input}
        ## Executive Summary 
        - Analyze the company’s current financial health using **Total Revenue**, **Net Income**, **Gross Profit Margin**, and **Current Ratio**. 
        - Include narrative + chart descriptions for **Revenue Performance** and **Earnings Growth** (e.g., YoY/QoQ trends). 
        - Summarize the company’s current status, historical performance, and forward-looking outlook based on data and sector dynamics.
        ## Financial Statements 
        - Present key financial metrics visually (e.g., time-series charts or comparative tables) for: 
        - Total Revenue 
        - Net Income 
        - Gross Profit Margin (%) 
        - Current Ratio 
        - Ensure all data is clearly labeled, accurate, and easy to interpret.
        ## Investment Recommendation 
        - **Recommendation**: [Buy / Hold / Avoid] 
        - **Entry Price**: $XX.XX 
        - **Target Exit Price**: $XX.XX 
        - **Stop-Loss Level**: $XX.XX 
        - **Take-Profit Level**: $XX.XX 
        - **Holding Horizon**: Short-term (<1 month) or Long-term (>1 month) 
        > *Disclaimer: This recommendation is based on factual financial analysis. Market conditions may change rapidly—invest at your own risk.*
        ## Industry Overview 
        ### Company Snapshot 
        Brief overview of the company’s business model, market position, and core operations.
        ### Three Investment Theses 
        1. **Thesis 1**: [e.g., Strong revenue growth driven by product innovation] 
        2. **Thesis 2**: [e.g., Expanding margins due to cost optimization] 
        3. **Thesis 3**: [e.g., Attractive valuation relative to industry peers] 
        ### Key Risks & Mitigation Strategies 
        - **Risk 1**: [e.g., Regulatory uncertainty] → *Mitigation*: [e.g., Geographic diversification] 
        - **Risk 2**: [e.g., Rising input costs] → *Mitigation*: [e.g., Long-term supplier contracts] 
        - **Risk 3**: [e.g., Intensifying competition] → *Mitigation*: [e.g., R&D investment and brand loyalty]
        Ensure the final output is fully self-contained, professionally written, and ready for investor review. Do not include any content outside the specified sections.

    
    """
    # return analyze_company_with_llm(prompt)
    prompt = prompt_suggestion if type == "suggestion" else prompt_report
    # return chatbot_response(prompt)

    responses = list(chatbot_response(prompt))
    final_response = responses[-1] 
    print(f"最终分析答案---------: {final_response}")
    return final_response