kensho-kfinance 1.0.0__py3-none-any.whl
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- kensho_kfinance-1.0.0.dist-info/AUTHORS.md +9 -0
- kensho_kfinance-1.0.0.dist-info/LICENSE +1 -0
- kensho_kfinance-1.0.0.dist-info/METADATA +53 -0
- kensho_kfinance-1.0.0.dist-info/RECORD +21 -0
- kensho_kfinance-1.0.0.dist-info/WHEEL +5 -0
- kensho_kfinance-1.0.0.dist-info/top_level.txt +1 -0
- kfinance/CHANGELOG.md +10 -0
- kfinance/__init__.py +0 -0
- kfinance/constants.py +1689 -0
- kfinance/fetch.py +374 -0
- kfinance/kfinance.py +1224 -0
- kfinance/llm_tools.py +688 -0
- kfinance/meta_classes.py +367 -0
- kfinance/prompt.py +526 -0
- kfinance/py.typed +0 -0
- kfinance/server_thread.py +62 -0
- kfinance/tests/__init__.py +0 -0
- kfinance/tests/test_fetch.py +241 -0
- kfinance/tests/test_objects.py +551 -0
- kfinance/tool_schemas.py +132 -0
- kfinance/version.py +21 -0
kfinance/constants.py
ADDED
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from datetime import date
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from itertools import chain
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from typing import TypedDict
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from strenum import StrEnum
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class LineItemType(TypedDict):
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name: str
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aliases: set[str]
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dataitemid: int
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spgi_name: str
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class HistoryMetadata(TypedDict):
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currency: str
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symbol: str
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exchange_name: str
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instrument_type: str
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first_trade_date: date
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class IdentificationTriple(TypedDict):
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trading_item_id: int
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security_id: int
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company_id: int
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class BusinessRelationshipType(StrEnum):
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supplier = "supplier"
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customer = "customer"
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distributor = "distributor"
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franchisor = "franchisor"
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franchisee = "franchisee"
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landlord = "landlord"
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tenant = "tenant"
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licensor = "licensor"
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licensee = "licensee"
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creditor = "creditor"
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borrower = "borrower"
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lessor = "lessor"
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lessee = "lessee"
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strategic_alliance = "strategic_alliance"
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investor_relations_firm = "investor_relations_firm"
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investor_relations_client = "investor_relations_client"
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transfer_agent = "transfer_agent"
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transfer_agent_client = "transfer_agent_client"
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vendor = "vendor"
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client_services = "client_services"
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class YearAndQuarter(TypedDict):
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year: int
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quarter: int
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class LatestAnnualPeriod(TypedDict):
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latest_year: int
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class LatestQuarterlyPeriod(TypedDict):
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latest_quarter: int
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latest_year: int
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class CurrentPeriod(TypedDict):
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current_year: int
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current_quarter: int
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current_month: int
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current_date: str
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class LatestPeriods(TypedDict):
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annual: LatestAnnualPeriod
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quarterly: LatestQuarterlyPeriod
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now: CurrentPeriod
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# all of these values must be lower case keys
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LINE_ITEMS: list[LineItemType] = [
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{
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"name": "revenue",
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"aliases": {"normal_revenue", "regular_revenue"},
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"dataitemid": 112,
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"spgi_name": "Revenue",
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},
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{
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"name": "finance_division_revenue",
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"aliases": set(),
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"dataitemid": 52,
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"spgi_name": "Finance Div. Revenue",
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},
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{
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"name": "insurance_division_revenue",
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"aliases": set(),
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"dataitemid": 70,
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"spgi_name": "Insurance Div. Revenue",
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},
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{
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"name": "revenue_from_sale_of_assets",
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"aliases": set(),
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"dataitemid": 104,
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"spgi_name": "Gain(Loss) on Sale Of Assets (Rev)",
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},
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{
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"name": "revenue_from_sale_of_investments",
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"aliases": set(),
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"dataitemid": 106,
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"spgi_name": "Gain(Loss) on Sale Of Invest. (Rev)",
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},
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{
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"name": "revenue_from_interest_and_investment_income",
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"aliases": set(),
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"dataitemid": 110,
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"spgi_name": "Interest And Invest. Income (Rev)",
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},
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{"name": "other_revenue", "aliases": set(), "dataitemid": 90, "spgi_name": "Other Revenue"},
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{
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"name": "total_other_revenue",
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"aliases": set(),
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"dataitemid": 357,
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"spgi_name": "Other Revenue, Total",
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},
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{
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"name": "fees_and_other_income",
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"aliases": set(),
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"dataitemid": 168,
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"spgi_name": "Fees and Other Income",
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},
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{"name": "total_revenue", "aliases": set(), "dataitemid": 28, "spgi_name": "Total Revenue"},
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{
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"name": "cost_of_goods_sold",
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"aliases": {"cogs"},
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"dataitemid": 34,
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"spgi_name": "Cost Of Goods Sold",
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},
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{
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"name": "finance_division_operating_expense",
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"aliases": {"operating_expense_finance_division"},
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"dataitemid": 51,
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"spgi_name": "Finance Div. Operating Exp.",
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},
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{
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"name": "insurance_division_operating_expense",
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"aliases": {"operating_expense_insurance_division"},
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"dataitemid": 69,
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"spgi_name": "Insurance Div. Operating Exp.",
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},
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{
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"name": "finance_division_interest_expense",
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"aliases": {"interest_expense_finance_division"},
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"dataitemid": 50,
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"spgi_name": "Interest Expense - Finance Division",
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},
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{
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"name": "cost_of_revenue",
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"aliases": {"cor"},
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"dataitemid": 1,
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"spgi_name": "Cost Of Revenue",
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},
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{"name": "gross_profit", "aliases": set(), "dataitemid": 10, "spgi_name": "Gross Profit"},
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{
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"name": "selling_general_and_admin_expense",
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"aliases": {
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"selling_general_and_admin_cost",
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"selling_general_and_admin",
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"sg_and_a",
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"sga",
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},
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"dataitemid": 102,
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"spgi_name": "Selling General & Admin Exp.",
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},
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{
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"name": "exploration_and_drilling_costs",
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"aliases": {
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"exploration_and_drilling_expense",
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},
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"dataitemid": 49,
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"spgi_name": "Exploration/Drilling Costs",
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},
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{
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"name": "provision_for_bad_debts",
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"aliases": {
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"provision_for_bad_debt",
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},
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"dataitemid": 95,
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"spgi_name": "Provision for Bad Debts",
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},
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{
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"name": "pre_opening_costs",
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"aliases": {
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"pre_opening_expense",
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},
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"dataitemid": 96,
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"spgi_name": "Pre-Opening Costs",
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},
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{
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"name": "total_selling_general_and_admin_expense",
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"aliases": {
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"total_selling_general_and_admin_cost",
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"total_selling_general_and_admin",
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"total_sga",
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},
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"dataitemid": 23,
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"spgi_name": "SG&A Exp., Total",
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},
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{
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"name": "research_and_development_expense",
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"aliases": {
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"research_and_development_cost",
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"r_and_d_expense",
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"r_and_d_cost",
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"rnd_expense",
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"rnd_cost",
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},
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"dataitemid": 100,
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"spgi_name": "R & D Exp.",
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},
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{
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"name": "depreciation_and_amortization",
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"aliases": {
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"d_and_a",
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"dna",
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},
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"dataitemid": 41,
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"spgi_name": "Depreciation & Amort.",
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},
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{
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"name": "amortization_of_goodwill_and_intangibles",
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"aliases": set(),
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"dataitemid": 31,
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"spgi_name": "Amort. of Goodwill and Intangibles",
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},
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{
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"name": "impairment_of_oil_gas_and_mineral_properties",
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"aliases": {
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"impairment_of_oil_and_gas",
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"impairment_o_and_g",
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},
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"dataitemid": 71,
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"spgi_name": "Impair. of Oil, Gas & Mineral Prop.",
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},
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{
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"name": "total_depreciation_and_amortization",
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"aliases": {
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"total_d_and_a",
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"total_dna",
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},
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"dataitemid": 2,
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"spgi_name": "Depreciation & Amort., Total",
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},
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{
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"name": "other_operating_expense",
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"aliases": set(),
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"dataitemid": 260,
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"spgi_name": "Other Operating Expense/(Income)",
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},
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{
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"name": "total_other_operating_expense",
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"aliases": set(),
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"dataitemid": 380,
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"spgi_name": "Other Operating Exp., Total",
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},
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{
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"name": "total_operating_expense",
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"aliases": {
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"operating_expense",
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},
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"dataitemid": 373,
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"spgi_name": "Total Operating Expenses",
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},
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{
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"name": "operating_income",
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"aliases": set(),
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"dataitemid": 21,
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"spgi_name": "Operating Income",
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},
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{
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"name": "interest_expense",
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"aliases": set(),
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"dataitemid": 82,
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"spgi_name": "Interest Expense",
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},
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{
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"name": "interest_and_investment_income",
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"aliases": set(),
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"dataitemid": 65,
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"spgi_name": "Interest and Invest. Income",
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},
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{
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"name": "net_interest_expense",
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"aliases": set(),
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"dataitemid": 368,
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"spgi_name": "Net Interest Exp.",
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},
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{
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"name": "income_from_affiliates",
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"aliases": set(),
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"dataitemid": 47,
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"spgi_name": "Income / (Loss) from Affiliates",
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},
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{
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"name": "currency_exchange_gains",
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"aliases": set(),
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"dataitemid": 38,
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"spgi_name": "Currency Exchange Gains (Loss)",
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},
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{
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"name": "other_non_operating_income",
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"aliases": set(),
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"dataitemid": 85,
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"spgi_name": "Other Non-Operating Inc. (Exp.)",
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},
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{
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"name": "total_other_non_operating_income",
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"aliases": set(),
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"dataitemid": 371,
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"spgi_name": "Other Non-Operating Exp., Total",
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},
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{
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|
+
"name": "ebt_excluding_unusual_items",
|
|
322
|
+
"aliases": {
|
|
323
|
+
"earnings_before_taxes_excluding_unusual_items",
|
|
324
|
+
},
|
|
325
|
+
"dataitemid": 4,
|
|
326
|
+
"spgi_name": "EBT Excl Unusual Items",
|
|
327
|
+
},
|
|
328
|
+
{
|
|
329
|
+
"name": "restructuring_charges",
|
|
330
|
+
"aliases": set(),
|
|
331
|
+
"dataitemid": 98,
|
|
332
|
+
"spgi_name": "Restructuring Charges",
|
|
333
|
+
},
|
|
334
|
+
{
|
|
335
|
+
"name": "merger_charges",
|
|
336
|
+
"aliases": set(),
|
|
337
|
+
"dataitemid": 80,
|
|
338
|
+
"spgi_name": "Merger & Related Restruct. Charges",
|
|
339
|
+
},
|
|
340
|
+
{
|
|
341
|
+
"name": "merger_and_restructuring_charges",
|
|
342
|
+
"aliases": set(),
|
|
343
|
+
"dataitemid": 363,
|
|
344
|
+
"spgi_name": "Merger & Restruct. Charges",
|
|
345
|
+
},
|
|
346
|
+
{
|
|
347
|
+
"name": "impairment_of_goodwill",
|
|
348
|
+
"aliases": set(),
|
|
349
|
+
"dataitemid": 209,
|
|
350
|
+
"spgi_name": "Impairment of Goodwill",
|
|
351
|
+
},
|
|
352
|
+
{
|
|
353
|
+
"name": "gain_from_sale_of_assets",
|
|
354
|
+
"aliases": set(),
|
|
355
|
+
"dataitemid": 62,
|
|
356
|
+
"spgi_name": "Gain (Loss) On Sale Of Invest.",
|
|
357
|
+
},
|
|
358
|
+
{
|
|
359
|
+
"name": "gain_from_sale_of_investments",
|
|
360
|
+
"aliases": set(),
|
|
361
|
+
"dataitemid": 56,
|
|
362
|
+
"spgi_name": "Gain (Loss) On Sale Of Assets",
|
|
363
|
+
},
|
|
364
|
+
{"name": "asset_writedown", "aliases": set(), "dataitemid": 32, "spgi_name": "Asset Writedown"},
|
|
365
|
+
{
|
|
366
|
+
"name": "in_process_research_and_development_expense",
|
|
367
|
+
"aliases": {
|
|
368
|
+
"in_process_research_and_development_cost",
|
|
369
|
+
"in_process_r_and_d_expense",
|
|
370
|
+
"in_process_r_and_d_cost",
|
|
371
|
+
"in_process_rnd_expense",
|
|
372
|
+
"in_process_rnd_cost",
|
|
373
|
+
},
|
|
374
|
+
"dataitemid": 72,
|
|
375
|
+
"spgi_name": "In Process R & D Exp.",
|
|
376
|
+
},
|
|
377
|
+
{
|
|
378
|
+
"name": "insurance_settlements",
|
|
379
|
+
"aliases": set(),
|
|
380
|
+
"dataitemid": 73,
|
|
381
|
+
"spgi_name": "Insurance Settlements",
|
|
382
|
+
},
|
|
383
|
+
{
|
|
384
|
+
"name": "legal_settlements",
|
|
385
|
+
"aliases": set(),
|
|
386
|
+
"dataitemid": 77,
|
|
387
|
+
"spgi_name": "Legal Settlements",
|
|
388
|
+
},
|
|
389
|
+
{
|
|
390
|
+
"name": "other_unusual_items",
|
|
391
|
+
"aliases": set(),
|
|
392
|
+
"dataitemid": 87,
|
|
393
|
+
"spgi_name": "Other Unusual Items",
|
|
394
|
+
},
|
|
395
|
+
{
|
|
396
|
+
"name": "total_other_unusual_items",
|
|
397
|
+
"aliases": set(),
|
|
398
|
+
"dataitemid": 374,
|
|
399
|
+
"spgi_name": "Other Unusual Items, Total",
|
|
400
|
+
},
|
|
401
|
+
{
|
|
402
|
+
"name": "total_unusual_items",
|
|
403
|
+
"aliases": {
|
|
404
|
+
"unusual_items",
|
|
405
|
+
},
|
|
406
|
+
"dataitemid": 19,
|
|
407
|
+
"spgi_name": "Total Unusual Items",
|
|
408
|
+
},
|
|
409
|
+
{
|
|
410
|
+
"name": "ebt_including_unusual_items",
|
|
411
|
+
"aliases": {
|
|
412
|
+
"earnings_before_taxes_including_unusual_items",
|
|
413
|
+
},
|
|
414
|
+
"dataitemid": 139,
|
|
415
|
+
"spgi_name": "EBT Incl. Unusual Items",
|
|
416
|
+
},
|
|
417
|
+
{
|
|
418
|
+
"name": "income_tax_expense",
|
|
419
|
+
"aliases": {
|
|
420
|
+
"income_taxes",
|
|
421
|
+
"income_tax",
|
|
422
|
+
},
|
|
423
|
+
"dataitemid": 75,
|
|
424
|
+
"spgi_name": "Income Tax Expense",
|
|
425
|
+
},
|
|
426
|
+
{
|
|
427
|
+
"name": "earnings_from_continued_operations",
|
|
428
|
+
"aliases": {
|
|
429
|
+
"continued_operations_earnings",
|
|
430
|
+
},
|
|
431
|
+
"dataitemid": 7,
|
|
432
|
+
"spgi_name": "Earnings from Cont. Ops.",
|
|
433
|
+
},
|
|
434
|
+
{
|
|
435
|
+
"name": "earnings_from_discontinued_operations",
|
|
436
|
+
"aliases": {
|
|
437
|
+
"discontinued_operations_earnings",
|
|
438
|
+
},
|
|
439
|
+
"dataitemid": 40,
|
|
440
|
+
"spgi_name": "Earnings of Discontinued Ops.",
|
|
441
|
+
},
|
|
442
|
+
{
|
|
443
|
+
"name": "extraordinary_item_and_accounting_change",
|
|
444
|
+
"aliases": set(),
|
|
445
|
+
"dataitemid": 42,
|
|
446
|
+
"spgi_name": "Extraord. Item & Account. Change",
|
|
447
|
+
},
|
|
448
|
+
{
|
|
449
|
+
"name": "net_income_to_company",
|
|
450
|
+
"aliases": set(),
|
|
451
|
+
"dataitemid": 41571,
|
|
452
|
+
"spgi_name": "Net Income to Company",
|
|
453
|
+
},
|
|
454
|
+
{
|
|
455
|
+
"name": "minority_interest_in_earnings",
|
|
456
|
+
"aliases": {
|
|
457
|
+
"net_income_to_minority_interest",
|
|
458
|
+
},
|
|
459
|
+
"dataitemid": 83,
|
|
460
|
+
"spgi_name": "Minority Int. in Earnings",
|
|
461
|
+
},
|
|
462
|
+
{"name": "net_income", "aliases": set(), "dataitemid": 15, "spgi_name": "Net Income"},
|
|
463
|
+
{
|
|
464
|
+
"name": "premium_on_redemption_of_preferred_stock",
|
|
465
|
+
"aliases": set(),
|
|
466
|
+
"dataitemid": 279,
|
|
467
|
+
"spgi_name": "Premium on Redemption of Pref. Stock",
|
|
468
|
+
},
|
|
469
|
+
{
|
|
470
|
+
"name": "preferred_stock_dividend",
|
|
471
|
+
"aliases": set(),
|
|
472
|
+
"dataitemid": 280,
|
|
473
|
+
"spgi_name": "Preferred Stock Dividend",
|
|
474
|
+
},
|
|
475
|
+
{
|
|
476
|
+
"name": "other_preferred_stock_adjustments",
|
|
477
|
+
"aliases": set(),
|
|
478
|
+
"dataitemid": 281,
|
|
479
|
+
"spgi_name": "Other Pref. Stock Adjustments",
|
|
480
|
+
},
|
|
481
|
+
{
|
|
482
|
+
"name": "other_adjustments_to_net_income",
|
|
483
|
+
"aliases": set(),
|
|
484
|
+
"dataitemid": 259,
|
|
485
|
+
"spgi_name": "Other Adjustments to Net Income",
|
|
486
|
+
},
|
|
487
|
+
{
|
|
488
|
+
"name": "preferred_dividends_and_other_adjustments",
|
|
489
|
+
"aliases": set(),
|
|
490
|
+
"dataitemid": 97,
|
|
491
|
+
"spgi_name": "Pref. Dividends and Other Adj.",
|
|
492
|
+
},
|
|
493
|
+
{
|
|
494
|
+
"name": "net_income_allocable_to_general_partner",
|
|
495
|
+
"aliases": set(),
|
|
496
|
+
"dataitemid": 249,
|
|
497
|
+
"spgi_name": "Net Income Allocable to General Partner",
|
|
498
|
+
},
|
|
499
|
+
{
|
|
500
|
+
"name": "net_income_to_common_shareholders_including_extra_items",
|
|
501
|
+
"aliases": set(),
|
|
502
|
+
"dataitemid": 16,
|
|
503
|
+
"spgi_name": "NI to Common Incl. Extra Items",
|
|
504
|
+
},
|
|
505
|
+
{
|
|
506
|
+
"name": "net_income_to_common_shareholders_excluding_extra_items",
|
|
507
|
+
"aliases": set(),
|
|
508
|
+
"dataitemid": 379,
|
|
509
|
+
"spgi_name": "NI to Common Excl. Extra Items",
|
|
510
|
+
},
|
|
511
|
+
{
|
|
512
|
+
"name": "cash_and_equivalents",
|
|
513
|
+
"aliases": {
|
|
514
|
+
"cash",
|
|
515
|
+
"cash_and_cash_equivalents",
|
|
516
|
+
},
|
|
517
|
+
"dataitemid": 1096,
|
|
518
|
+
"spgi_name": "Cash And Equivalents",
|
|
519
|
+
},
|
|
520
|
+
{
|
|
521
|
+
"name": "short_term_investments",
|
|
522
|
+
"aliases": set(),
|
|
523
|
+
"dataitemid": 1069,
|
|
524
|
+
"spgi_name": "Short Term Investments",
|
|
525
|
+
},
|
|
526
|
+
{
|
|
527
|
+
"name": "trading_asset_securities",
|
|
528
|
+
"aliases": set(),
|
|
529
|
+
"dataitemid": 1244,
|
|
530
|
+
"spgi_name": "Trading Asset Securities",
|
|
531
|
+
},
|
|
532
|
+
{
|
|
533
|
+
"name": "total_cash_and_short_term_investments",
|
|
534
|
+
"aliases": {
|
|
535
|
+
"cash_and_short_term_investments",
|
|
536
|
+
},
|
|
537
|
+
"dataitemid": 1002,
|
|
538
|
+
"spgi_name": "Total Cash & ST Investments",
|
|
539
|
+
},
|
|
540
|
+
{
|
|
541
|
+
"name": "accounts_receivable",
|
|
542
|
+
"aliases": {
|
|
543
|
+
"short_term_accounts_receivable",
|
|
544
|
+
"current_accounts_receivable",
|
|
545
|
+
},
|
|
546
|
+
"dataitemid": 1021,
|
|
547
|
+
"spgi_name": "Accounts Receivable",
|
|
548
|
+
},
|
|
549
|
+
{
|
|
550
|
+
"name": "other_receivables",
|
|
551
|
+
"aliases": {
|
|
552
|
+
"short_term_other_receivables",
|
|
553
|
+
"current_other_receivables",
|
|
554
|
+
},
|
|
555
|
+
"dataitemid": 1206,
|
|
556
|
+
"spgi_name": "Other Receivables",
|
|
557
|
+
},
|
|
558
|
+
{
|
|
559
|
+
"name": "notes_receivable",
|
|
560
|
+
"aliases": {
|
|
561
|
+
"short_term_notes_receivable",
|
|
562
|
+
"current_notes_receivable",
|
|
563
|
+
},
|
|
564
|
+
"dataitemid": 1048,
|
|
565
|
+
"spgi_name": "Notes Receivable",
|
|
566
|
+
},
|
|
567
|
+
{
|
|
568
|
+
"name": "total_receivables",
|
|
569
|
+
"aliases": {
|
|
570
|
+
"short_term_total_receivables",
|
|
571
|
+
"current_total_receivables",
|
|
572
|
+
"total_receivable",
|
|
573
|
+
"short_term_total_receivable",
|
|
574
|
+
"current_total_receivable",
|
|
575
|
+
},
|
|
576
|
+
"dataitemid": 1001,
|
|
577
|
+
"spgi_name": "Total Receivables",
|
|
578
|
+
},
|
|
579
|
+
{
|
|
580
|
+
"name": "inventory",
|
|
581
|
+
"aliases": {
|
|
582
|
+
"inventories",
|
|
583
|
+
},
|
|
584
|
+
"dataitemid": 1043,
|
|
585
|
+
"spgi_name": "Inventory",
|
|
586
|
+
},
|
|
587
|
+
{
|
|
588
|
+
"name": "prepaid_expense",
|
|
589
|
+
"aliases": {
|
|
590
|
+
"prepaid_expenses",
|
|
591
|
+
},
|
|
592
|
+
"dataitemid": 1212,
|
|
593
|
+
"spgi_name": "Prepaid Exp.",
|
|
594
|
+
},
|
|
595
|
+
{
|
|
596
|
+
"name": "finance_division_loans_and_leases_short_term",
|
|
597
|
+
"aliases": {
|
|
598
|
+
"finance_division_short_term_loans_and_leases",
|
|
599
|
+
"short_term_finance_division_loans_and_leases",
|
|
600
|
+
"short_term_loans_and_leases_of_the_finance_division",
|
|
601
|
+
},
|
|
602
|
+
"dataitemid": 1032,
|
|
603
|
+
"spgi_name": "Finance Div. Loans and Leases, ST",
|
|
604
|
+
},
|
|
605
|
+
{
|
|
606
|
+
"name": "finance_division_other_current_assets",
|
|
607
|
+
"aliases": {
|
|
608
|
+
"finance_division_other_short_term_assets",
|
|
609
|
+
"other_current_assets_of_the_finance_division",
|
|
610
|
+
"other_short_term_assets_of_the_finance_division",
|
|
611
|
+
},
|
|
612
|
+
"dataitemid": 1029,
|
|
613
|
+
"spgi_name": "Finance Div. Other Curr. Assets",
|
|
614
|
+
},
|
|
615
|
+
{
|
|
616
|
+
"name": "loans_held_for_sale",
|
|
617
|
+
"aliases": set(),
|
|
618
|
+
"dataitemid": 1185,
|
|
619
|
+
"spgi_name": "Loans Held For Sale",
|
|
620
|
+
},
|
|
621
|
+
{
|
|
622
|
+
"name": "deferred_tax_asset_current_portion",
|
|
623
|
+
"aliases": {
|
|
624
|
+
"current_deferred_tax_asset",
|
|
625
|
+
"short_term_deferred_tax_asset",
|
|
626
|
+
},
|
|
627
|
+
"dataitemid": 1117,
|
|
628
|
+
"spgi_name": "Deferred Tax Assets, Curr.",
|
|
629
|
+
},
|
|
630
|
+
{
|
|
631
|
+
"name": "restricted_cash",
|
|
632
|
+
"aliases": set(),
|
|
633
|
+
"dataitemid": 1104,
|
|
634
|
+
"spgi_name": "Restricted Cash",
|
|
635
|
+
},
|
|
636
|
+
{
|
|
637
|
+
"name": "other_current_assets",
|
|
638
|
+
"aliases": set(),
|
|
639
|
+
"dataitemid": 1055,
|
|
640
|
+
"spgi_name": "Other Current Assets",
|
|
641
|
+
},
|
|
642
|
+
{
|
|
643
|
+
"name": "total_current_assets",
|
|
644
|
+
"aliases": {
|
|
645
|
+
"current_assets",
|
|
646
|
+
"total_short_term_assets",
|
|
647
|
+
"short_term_assets",
|
|
648
|
+
},
|
|
649
|
+
"dataitemid": 1008,
|
|
650
|
+
"spgi_name": "Total Current Assets",
|
|
651
|
+
},
|
|
652
|
+
{
|
|
653
|
+
"name": "gross_property_plant_and_equipment",
|
|
654
|
+
"aliases": {
|
|
655
|
+
"gppe",
|
|
656
|
+
"gross_ppe",
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785
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786
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787
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805
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806
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811
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814
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815
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816
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817
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818
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819
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820
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821
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822
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824
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826
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827
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828
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829
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831
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832
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833
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834
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835
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836
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837
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838
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839
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840
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841
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842
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843
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844
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845
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847
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848
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849
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850
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854
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855
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856
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857
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859
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863
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864
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865
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869
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872
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873
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875
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877
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878
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880
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881
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884
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885
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886
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887
|
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889
|
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890
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893
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894
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895
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898
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899
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900
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901
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902
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904
|
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905
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906
|
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|
907
|
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908
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909
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910
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911
|
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912
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913
|
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914
|
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|
915
|
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916
|
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917
|
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918
|
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|
919
|
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920
|
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921
|
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922
|
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923
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924
|
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|
925
|
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926
|
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|
|
927
|
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|
928
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|
929
|
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|
930
|
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|
931
|
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932
|
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933
|
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934
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|
935
|
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936
|
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|
937
|
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|
938
|
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|
|
939
|
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|
|
940
|
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941
|
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|
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942
|
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|
|
943
|
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|
|
944
|
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|
|
945
|
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|
|
946
|
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947
|
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|
948
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949
|
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950
|
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|
|
951
|
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952
|
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|
953
|
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|
954
|
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955
|
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956
|
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957
|
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958
|
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|
|
959
|
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|
960
|
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{
|
|
961
|
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|
962
|
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963
|
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964
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965
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966
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|
|
967
|
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968
|
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|
|
969
|
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|
970
|
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971
|
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|
972
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973
|
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974
|
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|
|
975
|
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|
|
976
|
+
{
|
|
977
|
+
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|
|
978
|
+
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|
979
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980
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981
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982
|
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|
983
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1076
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1077
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1079
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1095
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1108
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1109
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1111
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1113
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1119
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1121
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1122
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1125
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1126
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1127
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1128
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1129
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1131
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1132
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1133
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1134
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1135
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1136
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1138
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1139
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1140
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1141
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1142
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1143
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1145
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1157
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1158
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1159
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1160
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1161
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1162
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1163
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1164
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1165
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1167
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1168
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1169
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1170
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1171
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1172
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1173
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1174
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1177
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1179
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1180
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1181
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1182
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1183
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1184
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1185
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1186
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1187
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1188
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1189
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1190
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1191
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1192
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1193
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1194
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1195
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1197
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1198
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1199
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1200
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1201
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1202
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1203
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1204
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1205
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1207
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1208
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1209
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1210
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1211
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1212
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1213
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1214
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1215
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1216
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1217
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1218
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1219
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1220
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1221
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1222
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1224
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1225
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1226
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|
|
1227
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1228
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1229
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1230
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1231
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1232
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1233
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1234
|
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1235
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1236
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1237
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1238
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1239
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1240
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1241
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1242
|
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|
|
1243
|
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|
1244
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1245
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1246
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1247
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1248
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1249
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1250
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1251
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1252
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1253
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1254
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1255
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1256
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1257
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1258
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1260
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1261
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1262
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1263
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1264
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1265
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1266
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1267
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1268
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1269
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1270
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1271
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1272
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1273
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|
1274
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},
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1275
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|
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1276
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1277
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1278
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1279
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1280
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1281
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1282
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1283
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1284
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1285
|
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|
|
1286
|
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1287
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1288
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1289
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1290
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1291
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1292
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1293
|
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|
1294
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1295
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1296
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1297
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1298
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1299
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1300
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1301
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1302
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1303
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1304
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1305
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1569
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+
{
|
|
1628
|
+
"name": "net_working_capital",
|
|
1629
|
+
"aliases": set(),
|
|
1630
|
+
"dataitemid": 1311,
|
|
1631
|
+
"spgi_name": "Net Working Capital",
|
|
1632
|
+
},
|
|
1633
|
+
{
|
|
1634
|
+
"name": "working_capital",
|
|
1635
|
+
"aliases": set(),
|
|
1636
|
+
"dataitemid": 4165,
|
|
1637
|
+
"spgi_name": "Working Capital",
|
|
1638
|
+
},
|
|
1639
|
+
{
|
|
1640
|
+
"name": "change_in_net_working_capital",
|
|
1641
|
+
"aliases": set(),
|
|
1642
|
+
"dataitemid": 4421,
|
|
1643
|
+
"spgi_name": "Change In Net Working Capital",
|
|
1644
|
+
},
|
|
1645
|
+
{
|
|
1646
|
+
"name": "total_debt",
|
|
1647
|
+
"aliases": set(),
|
|
1648
|
+
"dataitemid": 4173,
|
|
1649
|
+
"spgi_name": "Total Debt",
|
|
1650
|
+
},
|
|
1651
|
+
{
|
|
1652
|
+
"name": "total_debt_to_equity_ratio",
|
|
1653
|
+
"aliases": {
|
|
1654
|
+
"debt_ratio",
|
|
1655
|
+
"total_debt_ratio",
|
|
1656
|
+
"total_debt_to_total_equity",
|
|
1657
|
+
"total_debt_to_equity",
|
|
1658
|
+
},
|
|
1659
|
+
"dataitemid": 4034,
|
|
1660
|
+
"spgi_name": "Total Debt/Equity",
|
|
1661
|
+
},
|
|
1662
|
+
]
|
|
1663
|
+
|
|
1664
|
+
LINE_ITEMS_TO_DATA_ITEM_ID = {
|
|
1665
|
+
line_item["name"]: line_item["dataitemid"] for line_item in LINE_ITEMS
|
|
1666
|
+
}
|
|
1667
|
+
|
|
1668
|
+
LINE_ITEM_NAMES_AND_ALIASES = list(
|
|
1669
|
+
chain(*[[line_item["name"]] + list(line_item["aliases"]) for line_item in LINE_ITEMS])
|
|
1670
|
+
)
|
|
1671
|
+
|
|
1672
|
+
LINE_ITEM_SYNONYMS = {
|
|
1673
|
+
alias: line_item["dataitemid"] for line_item in LINE_ITEMS for alias in line_item["aliases"]
|
|
1674
|
+
}
|
|
1675
|
+
|
|
1676
|
+
|
|
1677
|
+
FINANCIAL_STATEMENTS: dict[str, int] = {
|
|
1678
|
+
"income_statement": 1,
|
|
1679
|
+
"balance_sheet": 2,
|
|
1680
|
+
"cash_flow": 3,
|
|
1681
|
+
}
|
|
1682
|
+
|
|
1683
|
+
FINANCIAL_STATEMENTS_SYNONYMS: dict[str, int] = {
|
|
1684
|
+
"is": 1,
|
|
1685
|
+
"bs": 2,
|
|
1686
|
+
"cf": 3,
|
|
1687
|
+
"income_stmt": 1,
|
|
1688
|
+
"cashflow": 3,
|
|
1689
|
+
}
|