update metrics

app/cron_business_metrics.py

@@ -1,23 +1,41 @@
 from edgar import *
 import ast
+from tqdm import tqdm
+from datetime import datetime
+
+# Define quarter-end dates for a given year
+def closest_quarter_end(date_str):
+    date = datetime.strptime(date_str, "%Y-%m-%d")
+    year = date.year
+    
+    # Define quarter end dates for the year
+    q1 = datetime(year, 3, 31)
+    q2 = datetime(year, 6, 30)
+    q3 = datetime(year, 9, 30)
+    q4 = datetime(year, 12, 31)
+    
+    # Find the closest quarter date
+    closest = min([q1, q2, q3, q4], key=lambda d: abs(d - date))
+    
+    # Return the closest quarter date in 'YYYY-MM-DD' format
+    return closest.strftime("%Y-%m-%d")
     
 # Tell the SEC who you are
 set_identity("Michael Mccallum mike.mccalum@indigo.com")
 
-symbol = 'AAPL'
+symbol = 'NVDA'
-filings = Company(symbol).get_filings(form="10-Q").latest(10)
+revenue_sources = []
+geography_sources = []
+filings = Company(symbol).get_filings(form="10-Q").latest(50)
 #print(filings[0].xbrl())
 
-filing_xbrl = filings[0].xbrl()
+for i in range(0,17):
-
+    try:
-# ----
+        filing_xbrl = filings[i].xbrl()
-# Extract detailed revenue items
-# ----
-revenue_sources = []
         facts = filing_xbrl.facts.data
-
         latest_rows = facts.groupby('dimensions').head(1)
 
+
         for index, row in latest_rows.iterrows():
             dimensions_str = row.get("dimensions", "{}")
             try:
@@ -25,13 +43,30 @@ for index, row in latest_rows.iterrows():
             except (ValueError, SyntaxError):
                 dimensions_dict = {}
 
-    product_dimension = dimensions_dict.get("srt:ProductOrServiceAxis") if isinstance(dimensions_dict, dict) else None
+            for column_name in ["srt:StatementGeographicalAxis","srt:ProductOrServiceAxis"]:
 
+                product_dimension = dimensions_dict.get(column_name) if isinstance(dimensions_dict, dict) else None
+                #print(product_dimension)
+                #print(row["namespace"], row["fact"], product_dimension, row["value"])
                 
-    if row["namespace"] == "us-gaap" and row["fact"].startswith("Revenue") and product_dimension is not None and product_dimension.startswith(symbol.lower() + ":") :
+                if column_name == "srt:ProductOrServiceAxis":
+                    if row["namespace"] == "us-gaap" and product_dimension is not None and (product_dimension.startswith(symbol.lower() + ":") or product_dimension.startswith('country' + ":")):
                         revenue_sources.append({
                             "name": product_dimension.replace("Member", "").replace(f"{symbol.lower()}:", ""),
-            "value": row["value"],
+                            "value": row["value"], "date": row["end_date"]
                         })
 
+                else:
+                    if row["namespace"] == "us-gaap" and product_dimension is not None and (product_dimension.startswith(symbol.lower() + ":") or product_dimension.startswith('country' + ":")):
+                        geography_sources.append({
+                            "name": product_dimension.replace("Member", "").replace(f"{symbol.lower()}:", ""),
+                            "value": row["value"], "date": row["end_date"]
+                        })
+
+
+    except Exception as e:
+        print(e)
+
+
 print(revenue_sources)
+print(geography_sources)