app.py

import gradio as gr
import pandas as pd
import json
from transformers import AutoTokenizer, AutoModelForCausalLM
import torch

class FastFinancialAnalyzer:
    def __init__(self):
        print("Initializing Analyzer...")
        self.initialize_model()
        print("Initialization complete!")

    def initialize_model(self):
        """Initialize TinyLlama model"""
        self.tokenizer = AutoTokenizer.from_pretrained("TinyLlama/TinyLlama-1.1B-Chat-v1.0")
        self.model = AutoModelForCausalLM.from_pretrained("TinyLlama/TinyLlama-1.1B-Chat-v1.0")
        self.model.eval()  # Set to evaluation mode

    def parse_markdown_table(self, content, section_name=""):
        """Extract data from markdown table"""
        data = {}
        lines = content.split('\n')
        headers = []
        current_section = section_name

        for line in lines:
            if line.startswith('##'):
                current_section = line.strip('#').strip()
            elif '|' in line:
                # Skip separator lines
                if '-|-' in line:
                    continue
                # Process table rows
                cells = [cell.strip() for cell in line.split('|')[1:-1]]
                if not headers:
                    headers = cells
                else:
                    if len(cells) == len(headers):
                        row_data = dict(zip(headers, cells))
                        key = row_data.get(headers[0], "").strip()
                        if key:
                            data[key] = row_data

        return {current_section: data}

    def clean_number(self, value):
        """Clean numerical values"""
        if isinstance(value, str):
            value = value.replace(',', '').replace('$', '').replace('(', '-').replace(')', '')
            value = value.strip()
        try:
            return float(value)
        except:
            return 0.0

    def extract_key_metrics(self, income_data, balance_data):
    """Extract key financial metrics with safety checks"""
    try:
        # First, safely extract values with error handling
        revenue_2025 = self.safe_extract_number(income_data, "Total Net Revenue", "2025")
        revenue_2021 = self.safe_extract_number(income_data, "Total Net Revenue", "2021")
        profit_2025 = self.safe_extract_number(income_data, "Net Earnings", "2025")
        profit_2021 = self.safe_extract_number(income_data, "Net Earnings", "2021")
        assets_2025 = self.safe_extract_number(balance_data, "Total_Assets", "2025")
        assets_2021 = self.safe_extract_number(balance_data, "Total_Assets", "2021")

        metrics = {
            "Revenue": {
                "2025": revenue_2025,
                "2021": revenue_2021,
                "Growth": self.calculate_growth(revenue_2025, revenue_2021)
            },
            "Profit": {
                "2025": profit_2025,
                "2021": profit_2021,
                "Growth": self.calculate_growth(profit_2025, profit_2021),
                "Margin_2025": self.calculate_percentage(profit_2025, revenue_2025)
            },
            "Assets": {
                "2025": assets_2025,
                "2021": assets_2021,
                "Growth": self.calculate_growth(assets_2025, assets_2021)
            }
        }
        return metrics
    except Exception as e:
        print(f"Error in metric extraction: {str(e)}")
        return self.get_default_metrics()

    def safe_extract_number(self, data_dict, key, year):
    """Safely extract and convert number from data"""
        try:
        if isinstance(data_dict, dict):
            for k, v in data_dict.items():
                if isinstance(v, dict) and key in k:
                    value = v.get(year, '0')
                    return self.clean_number(value)
            return 0.0
        except Exception as e:
            print(f"Error extracting {key} for {year}: {str(e)}")
            return 0.0

    def calculate_growth(self, current, previous):
    """Calculate growth percentage with safety check"""
        try:
            if previous and previous != 0:
                return ((current - previous) / abs(previous)) * 100
            return 0.0
        except:
            return 0.0

    def calculate_percentage(self, numerator, denominator):
    """Calculate percentage with safety check"""
        try:
            if denominator and denominator != 0:
                 return (numerator / denominator) * 100
            return 0.0
        except:
            return 0.0

    def get_default_metrics(self):
    """Return default metrics structure"""
        return {
        "Revenue": {"2025": 0, "2021": 0, "Growth": 0},
        "Profit": {"2025": 0, "2021": 0, "Growth": 0, "Margin_2025": 0},
        "Assets": {"2025": 0, "2021": 0, "Growth": 0}
    }

    def generate_analysis_prompt(self, metrics):
    """Create focused analysis prompt with safety checks"""
        return f"""<human>Analyze these financial metrics and provide insights:

Key Performance Indicators:
1. Revenue Performance:
   - 2025: ${metrics['Revenue']['2025']:,.1f}M
   - 2021: ${metrics['Revenue']['2021']:,.1f}M
   - 5-Year Growth: {metrics['Revenue']['Growth']:.1f}%

2. Profitability:
   - 2025 Net Profit: ${metrics['Profit']['2025']:,.1f}M
   - 2021 Net Profit: ${metrics['Profit']['2021']:,.1f}M
   - Profit Growth: {metrics['Profit']['Growth']:.1f}%
   - 2025 Profit Margin: {metrics['Profit']['Margin_2025']:.1f}%

3. Asset Base:
   - 2025 Total Assets: ${metrics['Assets']['2025']:,.1f}M
   - 2021 Total Assets: ${metrics['Assets']['2021']:,.1f}M
   - Asset Growth: {metrics['Assets']['Growth']:.1f}%

Based on these metrics, provide:
1. Financial Performance Assessment
2. Key Strengths and Weaknesses
3. Strategic Recommendations</human>"""

    def generate_analysis_prompt(self, metrics):
        """Create focused analysis prompt"""
        return f"""<human>Analyze these financial metrics and provide insights:

Key Performance Indicators (in millions):
1. Revenue:
   - 2025: ${metrics['Revenue']['2025']:.1f}M
   - 2021: ${metrics['Revenue']['2021']:.1f}M
   - Growth: {((metrics['Revenue']['2025'] - metrics['Revenue']['2021']) / metrics['Revenue']['2021'] * 100):.1f}%

2. Net Profit:
   - 2025: ${metrics['Profit']['2025']:.1f}M
   - 2021: ${metrics['Profit']['2021']:.1f}M
   - Margin 2025: {(metrics['Profit']['2025'] / metrics['Revenue']['2025'] * 100):.1f}%

3. Asset Utilization:
   - 2025: ${metrics['Assets']['2025']:.1f}M
   - 2021: ${metrics['Assets']['2021']:.1f}M
   - Growth: {((metrics['Assets']['2025'] - metrics['Assets']['2021']) / metrics['Assets']['2021'] * 100):.1f}%

Provide:
1. Performance Assessment
2. Key Strengths and Concerns
3. Strategic Recommendations</human>"""

    def generate_analysis(self, prompt):
        """Generate analysis using TinyLlama"""
        try:
            inputs = self.tokenizer(prompt, return_tensors="pt", truncation=True, max_length=1500)
            outputs = self.model.generate(
                inputs["input_ids"],
                max_new_tokens=500,
                temperature=0.7,
                top_p=0.9,
                do_sample=True,
                pad_token_id=self.tokenizer.eos_token_id,
                no_repeat_ngram_size=3
            )
            return self.tokenizer.decode(outputs[0], skip_special_tokens=True)
        except Exception as e:
            return f"Error generating analysis: {str(e)}"

    def analyze_financials(self, balance_sheet_file, income_stmt_file):
        """Main analysis function"""
        try:
            # Read files
            with open(balance_sheet_file, 'r') as f:
                balance_sheet = f.read()
            with open(income_stmt_file, 'r') as f:
                income_stmt = f.read()

            # Parse data
            income_data = self.parse_markdown_table(income_stmt, "Income Statement")
            balance_data = self.parse_markdown_table(balance_sheet, "Balance Sheet")

            # Extract metrics
            metrics = self.extract_key_metrics(income_data.get("Income Statement", {}),
                                            balance_data.get("Balance Sheet", {}))

            # Generate analysis
            analysis_prompt = self.generate_analysis_prompt(metrics)
            analysis = self.generate_analysis(analysis_prompt)

            # Prepare results
            results = {
                "Financial Analysis": {
                    "Key Metrics": metrics,
                    "AI Analysis": analysis.split("<human>")[-1].strip(),
                    "Analysis Period": "2021-2025",
                    "Note": "All monetary values in millions ($M)"
                }
            }

            return json.dumps(results, indent=2)

        except Exception as e:
            return f"Error in analysis: {str(e)}"

def create_interface():
    analyzer = FastFinancialAnalyzer()
    
    iface = gr.Interface(
        fn=analyzer.analyze_financials,
        inputs=[
            gr.File(label="Balance Sheet (Markdown)", type="filepath"),
            gr.File(label="Income Statement (Markdown)", type="filepath")
        ],
        outputs=gr.Textbox(label="Analysis Results", lines=25),
        title="Fast Financial Statement Analyzer",
        description="Upload financial statements in Markdown format for quick AI-powered analysis"
    )
    
    return iface

if __name__ == "__main__":
    iface = create_interface()
    iface.launch()