%classpath config resolver maven-public http://software.pschatzmann.ch/repository/maven-public/
%%classpath add mvn 
ch.pschatzmann:smart-edgar:LATEST
ch.pschatzmann:jupyter-jdk-extensions:LATEST

import ch.pschatzmann.display._
import ch.pschatzmann.edgar.base._
import ch.pschatzmann.edgar.reporting.company._
import ch.pschatzmann.edgar.dataload.rss.RSSDataSource
import ch.pschatzmann.edgar.utils.Utils
import ch.pschatzmann.edgar.base.Fact._
import ch.pschatzmann.edgar.dataload.online._

Displayers.setup

%%time
val company = new CompanyInformation("AAPL")

%%time
val company = new CompanyInformation("320193","10-K")

%%time
company.entries

%%time
var entries = company.entries("10-K")

%%time
var xbrl = company.getXBRL
xbrl.isEmpty

var entry = entries.get(0)


entry.getForm

entry.getTitle

entry.getLink

import scala.collection.JavaConverters._

entry.getLinksToDocuments.iterator.asScala.toSeq.foreach(r => println(r))

entry.getLinkToXbrl

entry.getLinkBase

%%time
val xbrl = entry.getXBRL.get
xbrl.isEmpty

val values = xbrl.findValues("NetIncomeLoss")
values.size

import scala.collection.JavaConverters._

values.asScala.map(factValue => factValue.getAttributes).asJava

import scala.collection.JavaConverters._

new CompanyInformation("320193","10-K").entries().asScala
   .map(e => (e.getForm, e.getAccessionNumber, e.getLinkToXbrl) )
   .foreach(t => println(t) )

new CompanyInformation("320193","10-K")
    .getXBRL.findValues("NetIncomeLoss").asScala
    .map(factValue => factValue.getAttributes)
    .asJava

%%time
val values = new CompanyEdgarValuesEdgar(new CompanyInformation("320193"))
    .setFilter(new FilterYearly())
    .setParameterNames("NetIncomeLoss","OperatingIncomeLoss","ResearchAndDevelopmentExpense",
        "CashAndCashEquivalentsAtCarryingValue","AvailableForSaleSecuritiesCurrent","AccountsReceivableNetCurrent",
        "Revenues","SalesRevenueNet","InventoryNet","AssetsCurrent","LiabilitiesCurrent","Assets","EarningsPerShareBasic",
        "StockholdersEquity")
    .addFormula("Revenue","Edgar.coalesce('Revenues', 'SalesRevenueNet')")
    .addFormula("QuickRatio","(CashAndCashEquivalentsAtCarryingValue + AccountsReceivableNetCurrent + AvailableForSaleSecuritiesCurrent) / LiabilitiesCurrent")
    .addFormula("CurrentRatio","AssetsCurrent / LiabilitiesCurrent")
    .addFormula("InventoryTurnover","Revenue / InventoryNet")
    .addFormula("NetProfitMargin","NetIncomeLoss / Revenue")
    .addFormula("SalesResearchRatio%","ResearchAndDevelopmentExpense / Revenue *100")
    .addFormula("NetIncomeResearchRatio%","ResearchAndDevelopmentExpense / NetIncomeLoss * 100")
    .addFormula("NetIncomeChange%", "NetIncomeLoss - Edgar.lag('NetIncomeLoss', -1) / Edgar.lag('NetIncomeLoss', -1) * 100 ")  
    .addFormula("RevenueChange%", "Edgar.percentChange('Revenue')" )  
    .addFormula("ResearchAndDevelopmentChange%","Edgar.percentChange('ResearchAndDevelopmentExpense')" )
    .removeParameterNames("Revenues","SalesRevenueNet")

val table = values.getTable

%%time
val values = new CompanyEdgarValuesRest(new CompanyInformation("320193"))
    .setFilter(new FilterYearly())
    .setParameterNames("NetIncomeLoss","OperatingIncomeLoss","ResearchAndDevelopmentExpense",
        "CashAndCashEquivalentsAtCarryingValue","AvailableForSaleSecuritiesCurrent","AccountsReceivableNetCurrent",
        "Revenues","SalesRevenueNet","InventoryNet","AssetsCurrent","LiabilitiesCurrent","Assets","EarningsPerShareBasic",
        "StockholdersEquity")
    .addFormula("Revenue","Edgar.coalesce('Revenues', 'SalesRevenueNet')")
    .addFormula("QuickRatio","(CashAndCashEquivalentsAtCarryingValue + AccountsReceivableNetCurrent + AvailableForSaleSecuritiesCurrent) / LiabilitiesCurrent")
    .addFormula("CurrentRatio","AssetsCurrent / LiabilitiesCurrent")
    .addFormula("InventoryTurnover","Revenue / InventoryNet")
    .addFormula("NetProfitMargin","NetIncomeLoss / Revenue")
    .addFormula("SalesResearchRatio%","ResearchAndDevelopmentExpense / Revenue *100")
    .addFormula("NetIncomeResearchRatio%","ResearchAndDevelopmentExpense / NetIncomeLoss * 100")
    .addFormula("NetIncomeChange%", "NetIncomeLoss - Edgar.lag('NetIncomeLoss', -1) / Edgar.lag('NetIncomeLoss', -1) * 100 ")  
    .addFormula("RevenueChange%", "Edgar.percentChange('Revenue')" )  
    .addFormula("ResearchAndDevelopmentChange%","Edgar.percentChange('ResearchAndDevelopmentExpense')" )
    .removeParameterNames("Revenues","SalesRevenueNet")

val table = values.getTable