sovai 0.2.22__tar.gz → 0.2.24__tar.gz

{sovai-0.2.22 → sovai-0.2.24}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.1
 Name: sovai
-Version: 0.2.22
+Version: 0.2.24
 Summary: python for asset management
 License: Proprietary License
 Author: Derek Snow
@@ -15,6 +15,7 @@ Provides-Extra: full
 Requires-Dist: boto3 (>=1.20)
 Requires-Dist: dash (>=2.0) ; extra == "full"
 Requires-Dist: dash-bootstrap-components (>=1.6.0) ; extra == "full"
+Requires-Dist: edgar-tool (>=1.3.3,<2.0.0)
 Requires-Dist: great-tables (>=0.9) ; extra == "full"
 Requires-Dist: ipywidgets (>=8.1.3) ; extra == "full"
 Requires-Dist: joblib (>=1.0)

{sovai-0.2.22 → sovai-0.2.24}/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "sovai"
-version = "0.2.22"
+version = "0.2.24"
 description = "python for asset management"
 authors = ["Derek Snow <d.snow@outlook.com>"]
 license = "Proprietary License"
@@ -60,6 +60,7 @@ ipywidgets = {version = ">=8.1.3", optional = true}
 polars-talib = {version = "0.1.3", optional = true}
 dash-bootstrap-components = {version = ">=1.6.0", optional = true}
 rapidfuzz = "^3.9.7"
+edgar-tool = "^1.3.3"
 
 [tool.poetry.extras]
 full = [

{sovai-0.2.22 → sovai-0.2.24}/sovai/__init__.py

@@ -6,6 +6,9 @@ from .get_data import data
 from .basic_auth import basic_auth
 from .token_auth import token_auth
 from .utils.file_management import save_or_update_tickers, save_or_update_codes
+import warnings
+warnings.filterwarnings("ignore", category=FutureWarning)
+
 
 __version__ = "0.1.25"
 

{sovai-0.2.22 → sovai-0.2.24}/sovai/extensions/clustering.py

@@ -7,29 +7,7 @@ import random
 
 random.seed(42)
 np.random.seed(42)
-
-# Your code that uses NumPy's random functions
-# Global dictionary to keep track of apps and their ports
-app_ports = {}
-
-
-def get_unique_port(app_name):
-    global app_ports
-    min_port = 8050  # define the range of ports you want to use
-    max_port = 8099
-
-    if app_name in app_ports:
-        # Return the previously assigned port for this app
-        return app_ports[app_name]
-    else:
-        # Generate a unique port for the new app
-        while True:
-            port = random.randint(min_port, max_port)
-            if (
-                port not in app_ports.values()
-            ):  # check if the port is not already in use
-                app_ports[app_name] = port
-                return port
+from sovai.utils.port_manager import get_unique_port
 
 
 def pandas_to_array(df_accounting, days=None, features_select=None):

{sovai-0.2.22 → sovai-0.2.24}/sovai/extensions/nowcasting.py

@@ -21,28 +21,7 @@ import random
 random.seed(42)
 np.random.seed(42)
 
-# Your code that uses NumPy's random functions
-# Global dictionary to keep track of apps and their ports for that
-app_ports = {}
-
-
-def get_unique_port(app_name):
-    global app_ports
-    min_port = 8050  # define the range of ports you want to use
-    max_port = 8099
-
-    if app_name in app_ports:
-        # Return the previously assigned port for this app
-        return app_ports[app_name]
-    else:
-        # Generate a unique port for the new app
-        while True:
-            port = random.randint(min_port, max_port)
-            if (
-                port not in app_ports.values()
-            ):  # check if the port is not already in use
-                app_ports[app_name] = port
-                return port
+from sovai.utils.port_manager import get_unique_port
 
 
 def hash_dataframe(df):

{sovai-0.2.22 → sovai-0.2.24}/sovai/extensions/pandas_extensions.py

@@ -201,7 +201,7 @@ class CustomDataFrame(pd.DataFrame):
             color="ticker" if "ticker" in df.columns else None,
             title=f"Line Plot of {column}",
         )
-        return fig
+        return fig.show()
 
     def percentile(self, on="date"):
         # Your percentile implementation

{sovai-0.2.22 → sovai-0.2.24}/sovai/extensions/regime_change.py

@@ -14,23 +14,7 @@ import matplotlib.colors as mcolors
 random.seed(42)
 np.random.seed(42)
 
-# Global dictionary to keep track of apps and their ports
-app_ports = {}
-
-
-def get_unique_port(app_name):
-    global app_ports
-    min_port = 8050
-    max_port = 8099
-
-    if app_name in app_ports:
-        return app_ports[app_name]
-    else:
-        while True:
-            port = random.randint(min_port, max_port)
-            if port not in app_ports.values():
-                app_ports[app_name] = port
-                return port
+from sovai.utils.port_manager import get_unique_port
 
 
 def perform_regime_change_analysis(df_accounting, ticker, feature):

{sovai-0.2.22 → sovai-0.2.24}/sovai/extensions/regime_change_pca.py

@@ -12,10 +12,7 @@ import random
 random.seed(42)
 np.random.seed(42)
 
-
-def get_unique_port(app_name):
-    min_port, max_port = 8050, 8099
-    return random.randint(min_port, max_port)
+from sovai.utils.port_manager import get_unique_port
 
 
 def perform_pca_regime_change_analysis(df_accounting, ticker):

{sovai-0.2.22 → sovai-0.2.24}/sovai/extensions/time_decomposition.py

@@ -12,13 +12,7 @@ import random
 random.seed(42)
 np.random.seed(42)
 
-
-## we could eventually replace statsforcecast #
-# with built in: https://github.com/KishManani/MSTL/blob/main/mstl_decomposition.ipynb
-
-def get_unique_port(app_name):
-    min_port, max_port = 8050, 8099
-    return random.randint(min_port, max_port)
+from sovai.utils.port_manager import get_unique_port
 
 
 def categorize_trend(

{sovai-0.2.22 → sovai-0.2.24}/sovai/get_data.py

@@ -653,12 +653,12 @@ def data(
             if HAS_FULL_INSTALL and not use_polars:
                 data = CustomDataFrame(data)
 
-        verbose_mode.vprint("It reached the DF")
-        try:
-            from sovai.extensions.pandas_extensions import CustomDataFrame
-            data = CustomDataFrame(convert_data2df(res.json()))
-        except ImportError:
-            data = pd.DataFrame(convert_data2df(res.json()))
+            verbose_mode.vprint("It reached the DF")
+        else:
+            if HAS_FULL_INSTALL:
+                data = CustomDataFrame(convert_data2df(res.json()))
+            else:
+                data = pd.DataFrame(convert_data2df(res.json()))
 
         _query_cache[cache_key] = data
 

{sovai-0.2.22 → sovai-0.2.24}/sovai/plots/accounting/accounting_plots.py

@@ -15,27 +15,7 @@ import plotly.express as px
 
 import random
 
-# Global dictionary to keep track of apps and their ports
-app_ports = {}
-
-
-def get_unique_port(app_name):
-    global app_ports
-    min_port = 8050  # define the range of ports you want to use
-    max_port = 8099
-
-    if app_name in app_ports:
-        # Return the previously assigned port for this app
-        return app_ports[app_name]
-    else:
-        # Generate a unique port for the new app
-        while True:
-            port = random.randint(min_port, max_port)
-            if (
-                port not in app_ports.values()
-            ):  # check if the port is not already in use
-                app_ports[app_name] = port
-                return port
+from sovai.utils.port_manager import get_unique_port
 
 
 def get_balance_sheet_tree_plot_for_ticker(df_accounting=None, tickers="MSFT"):
@@ -411,7 +391,7 @@ def plot_cash_flows(df_accounting):
     app_name = "cummulative_cash"
 
     return app.run_server(
-        debug=True, port=get_unique_port(app_name)
+        debug=False, port=get_unique_port(app_name)
     )  # Use a different port for each app
 
 

{sovai-0.2.22 → sovai-0.2.24}/sovai/plots/bankruptcy/bankruptcy_plots.py

@@ -124,9 +124,10 @@ def plot_bankruptcy_monthly_line(df, tickers=None):
     # Set default tickers if None is provided
     if tickers is None:
         tickers = ["TSLA", "LULU"]
-        
+    
     # Convert the tickers list to a string (limit to 5 tickers)
     tickers_str = ", ".join(tickers[:5])
+    
     ticker_input = widgets.Text(value=tickers_str, description="Tickers:")
     probability_column_selector = widgets.Dropdown(
         options=df.columns, value="probability", description="Probability"
@@ -140,15 +141,13 @@ def plot_bankruptcy_monthly_line(df, tickers=None):
     same_plot_selector = widgets.Checkbox(value=False, description="Same Plot")
     dark_mode_selector = widgets.Checkbox(value=True, description="Dark Mode")
 
-    # Update the plot_button styling
-    plot_button = widgets.Button(
-        description="Plot", layout=widgets.Layout(border="solid 1px blue")
-    )
+    # Create an output widget to display the plot
+    output = widgets.Output()
 
     # Create a function to update the plot
     def update_plot(change):
         with output:
-            clear_output(wait=True)
+            output.clear_output(wait=True)
             try:
                 tickers = [ticker.strip() for ticker in ticker_input.value.split(",")]
                 plot_ticker_probabilities(
@@ -175,18 +174,8 @@ def plot_bankruptcy_monthly_line(df, tickers=None):
     same_plot_selector.observe(update_plot, names="value")
     dark_mode_selector.observe(update_plot, names="value")
 
-    # Remove the on_click event from plot_button as it's no longer needed
-    # plot_button.on_click(on_plot_button_clicked)
-
-    # Create an output widget to display the plot
-    output = widgets.Output()
-
-    # Initially, display the current plot
-    update_plot(None)  # Pass None because the event parameter is not used
-
     # Function to toggle the visibility of the widget controls
     def toggle_controls(b):
-        # Modify to collapse the controls
         controls_container.layout.display = (
             "none" if controls_container.layout.display == "flex" else "flex"
         )
@@ -207,6 +196,10 @@ def plot_bankruptcy_monthly_line(df, tickers=None):
     # Display the widgets and the output widget
     display(controls_container, output)
 
+    # Initially, display the current plot
+    update_plot(None)  # Pass None because the event parameter is not used
+
+
 
 def plot_pca_clusters(df, target="target", max_lag=12, max_date=None):
     """

{sovai-0.2.22 → sovai-0.2.24}/sovai/plots/corp_risk/corp_risk_plots.py

@@ -8,28 +8,7 @@ from scipy.signal import savgol_filter
 import numpy as np
 import random
 
-app_ports = {}
-
-# Download the data
-# df_risks = sov.data("corprisk/risks")
-
-def get_unique_port(app_name):
-    global app_ports
-    min_port = 8020  # define the range of ports you want to use
-    max_port = 8099
-
-    if app_name in app_ports:
-        # Return the previously assigned port for this app
-        return app_ports[app_name]
-    else:
-        # Generate a unique port for the new app
-        while True:
-            port = random.randint(min_port, max_port)
-            if (
-                port not in app_ports.values()
-            ):  # check if the port is not already in use
-                app_ports[app_name] = port
-                return port
+from sovai.utils.port_manager import get_unique_port
 
 
 def plotting_corp_risk_line(df):
@@ -248,4 +227,4 @@ def plotting_corp_risk_line(df):
         return fig
 
     app_name = "corporate_risk"
-    return app.run_server(debug=True, port=get_unique_port(app_name))
+    return app.run_server(debug=False, port=get_unique_port(app_name))

{sovai-0.2.22 → sovai-0.2.24}/sovai/plots/earnings_surprise/earnings_surprise_plots.py

@@ -8,27 +8,7 @@ from datetime import datetime, timedelta
 from sovai import data
 import random
 
-# Global dictionary to keep track of apps and their ports
-app_ports = {}
-
-
-def get_unique_port(app_name):
-    global app_ports
-    min_port = 8050  # define the range of ports you want to use
-    max_port = 8099
-
-    if app_name in app_ports:
-        # Return the previously assigned port for this app
-        return app_ports[app_name]
-    else:
-        # Generate a unique port for the new app
-        while True:
-            port = random.randint(min_port, max_port)
-            if (
-                port not in app_ports.values()
-            ):  # check if the port is not already in use
-                app_ports[app_name] = port
-                return port
+from sovai.utils.port_manager import get_unique_port
 
 
 def create_earnings_surprise_plot():

{sovai-0.2.22 → sovai-0.2.24}/sovai/plots/insider/insider_plots.py

@@ -86,29 +86,7 @@ import pandas as pd
 import plotly.express as px
 
 import random
-
-# Global dictionary to keep track of apps and their ports
-app_ports = {}
-
-
-def get_unique_port(app_name):
-    global app_ports
-    min_port = 8050  # define the range of ports you want to use
-    max_port = 8099
-
-    if app_name in app_ports:
-        # Return the previously assigned port for this app
-        return app_ports[app_name]
-    else:
-        # Generate a unique port for the new app
-        while True:
-            port = random.randint(min_port, max_port)
-            if (
-                port not in app_ports.values()
-            ):  # check if the port is not already in use
-                app_ports[app_name] = port
-                return port
-
+from sovai.utils.port_manager import get_unique_port
 
 import pandas as pd
 from scipy.signal import savgol_filter

{sovai-0.2.22 → sovai-0.2.24}/sovai/plots/ratios/ratios_plots.py

@@ -18,28 +18,7 @@ import random
 
 from sklearn.cluster import MiniBatchKMeans
 
-# Global dictionary to keep track of apps and their ports
-app_ports = {}
-
-
-def get_unique_port(app_name):
-    global app_ports
-    min_port = 8030  # define the range of ports you want to use
-    max_port = 8099
-
-    if app_name in app_ports:
-        # Return the previously assigned port for this app
-        return app_ports[app_name]
-    else:
-        # Generate a unique port for the new app
-        while True:
-            port = random.randint(min_port, max_port)
-            if (
-                port not in app_ports.values()
-            ):  # check if the port is not already in use
-                app_ports[app_name] = port
-                return port
-
+from sovai.utils.port_manager import get_unique_port
 
 import pandas as pd
 import numpy as np

{sovai-0.2.22 → sovai-0.2.24}/sovai/reports/accounting/accounting_balance_sheet.py

@@ -24,8 +24,8 @@ def generate_analyst_commentary(html_output, verbose=True):
         result = response.json()
         commentary = result.get("commentary")
         
-        if verbose:
-            print(f"Generated commentary: {commentary[:100]}...")  # Print first 100 characters
+        # if verbose:
+        #     print(f"Generated commentary: {commentary[:100]}...")  # Print first 100 characters
         
         return commentary
     except requests.RequestException as e: