Add the financials repr to the tenk repr

dgunning · Nov 12, 2024 · 0a5e0ea · 0a5e0ea
1 parent 906ed9d
commit 0a5e0ea
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Showing 2 changed files with 24 additions and 20 deletions.
diff --git a/edgar/company_reports.py b/edgar/company_reports.py
@@ -1,19 +1,21 @@
 from datetime import datetime
 from functools import lru_cache, partial
 from typing import Dict, List
-from rich.table import Table
+
 from rich import box
 from rich import print
 from rich.console import Group, Text
 from rich.panel import Panel
 from rich.tree import Tree
-from edgar.core import datefmt
+from rich.padding import Padding
+
 from edgar._filings import Attachments, Attachment
 from edgar._markdown import MarkdownContent
-from edgar.richtools import repr_rich
+from edgar.core import datefmt
 from edgar.documents import HtmlDocument
 from edgar.financials import Financials
 from edgar.htmltools import ChunkedDocument, chunks2df, detect_decimal_items, adjust_for_empty_items
+from edgar.richtools import repr_rich
 
 __all__ = [
     'TenK',
@@ -26,7 +28,6 @@
 ]
 
 
-
 class CompanyReport:
 
     def __init__(self, filing):
@@ -300,16 +301,19 @@ def __rich__(self):
             (f"{self.form}", "bold"),
         )
         periods = Text.assemble(
-            (f"Period ending ", ""),
+            (f"Period ending ", "grey70"),
             (f"{datefmt(self.period_of_report, '%B %d, %Y')}", "bold"),
-            (f" filed on ", ""),
+            (" filed on ", "grey70"),
             (f"{datefmt(self.filing_date, '%B %d, %Y')}", "bold"),
 
         )
         panel = Panel(
             Group(
                 periods,
-                self.get_structure()
+                Padding(" ", (1, 0, 0, 0)),
+                self.get_structure(),
+                Padding(" ", (1, 0, 0, 0)),
+                self.financials or Text("No financial data available", style="italic")
             ),
             title=title,
             box=box.ROUNDED,

diff --git a/edgar/financials.py b/edgar/financials.py
@@ -12,7 +12,7 @@
 from rich.text import Text
 import asyncio
 
-from edgar.core import run_async_or_sync
+from edgar.core import run_async_or_sync, datefmt
 from edgar.richtools import repr_rich
 from edgar.xbrl.presentation import FinancialStatementMapper, XBRLPresentation
 from edgar.xbrl.xbrldata import XBRLData, Statement
@@ -408,19 +408,19 @@ def compare_statement_dimensions(self, statement_name: str, dimension: str, valu
         return self.xbrl_data.compare_dimension_values(statement_name, dimension, value1, value2)
 
     def __rich__(self):
-        statements_table = Table(Column(""), Column("Standard Financial Statements", justify="left"),
-                                 box=box.ROUNDED, show_header=True)
+        title = Text.assemble((self.xbrl_data.company, "bold deep_sky_blue1"),
+                              " Financials"
+                              )
+        subtitle  = Text.assemble(("Period ending ", "grey70"), (f"{datefmt(self.xbrl_data.period_end, '%B %d, %Y')}", "bold"))
+        statements_table = Table(Column(""), Column("Standard Financial Statements",
+                                                    justify="left"),
+                                 box=box.ROUNDED,
+                                 show_header=False,
+                                 title=title,
+                                 caption=subtitle)
         for index, statement in enumerate(self.list_standard_statements()):
-            statements_table.add_row(str(index + 1), statement)
-
-        contents = [statements_table]
-
-        panel = Panel(
-            Group(*contents),
-            title=Text.assemble((self.xbrl_data.company, "bold deep_sky_blue1"), " financials",
-                                (f" period ended {self.xbrl_data.period_end}", "bold green")),
-        )
-        return panel
+            statements_table.add_row(str(index + 1), Text(statement, style="bold"))
+        return statements_table
 
     def __repr__(self):
         return repr_rich(self.__rich__())