Initial commit

venv/lib/python3.10/site-packages/edgar/thirteenf/rendering.py

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+"""Rich rendering for 13F holdings reports."""
+
+from rich import box
+from rich.console import Group
+from rich.panel import Panel
+from rich.table import Column, Table
+
+__all__ = ['render_rich', 'infotable_summary']
+
+
+def infotable_summary(thirteen_f):
+    """
+    Create a summary DataFrame of the information table for display.
+
+    Args:
+        thirteen_f: ThirteenF instance
+
+    Returns:
+        pd.DataFrame or None: Summary of holdings sorted by value
+    """
+    if thirteen_f.has_infotable():
+        infotable = thirteen_f.infotable
+        if infotable is not None and len(infotable) > 0:
+            return (infotable
+                    .filter(['Issuer', 'Class', 'Cusip', 'Ticker', 'Value', 'SharesPrnAmount', 'Type', 'PutCall',
+                             'SoleVoting', 'SharedVoting', 'NonVoting'])
+                    .rename(columns={'SharesPrnAmount': 'Shares'})
+                    .assign(Value=lambda df: df.Value,
+                            Type=lambda df: df.Type.fillna('-'),
+                            Ticker=lambda df: df.Ticker.fillna(''))
+                    .sort_values(['Value'], ascending=False)
+                    )
+    return None
+
+
+def render_rich(thirteen_f):
+    """
+    Create Rich Panel display for a 13F filing.
+
+    Args:
+        thirteen_f: ThirteenF instance
+
+    Returns:
+        Panel: Rich Panel containing filing summary and holdings table
+    """
+    title = f"{thirteen_f.form} Holding Report for {thirteen_f.filing.company} for period {thirteen_f.report_period}"
+    summary = Table(
+        "Report Period",
+        Column("Investment Manager", style="bold deep_sky_blue1"),
+        "Signed By",
+        "Holdings",
+        "Value",
+        "Accession Number",
+        "Filed",
+        box=box.SIMPLE)
+
+    summary.add_row(
+        thirteen_f.report_period,
+        thirteen_f.investment_manager.name if thirteen_f.investment_manager else thirteen_f.manager_name,
+        thirteen_f.signer or "-",
+        str(thirteen_f.total_holdings or "-"),
+        f"${thirteen_f.total_value:,.0f}" if thirteen_f.total_value else "-",
+        thirteen_f.filing.accession_no,
+        thirteen_f.filing_date
+    )
+
+    content = [summary]
+
+    # info table
+    infotable_summary_df = infotable_summary(thirteen_f)
+    if infotable_summary_df is not None:
+        table = Table("", "Issuer", "Class", "Cusip", "Ticker", "Value", "Type", "Shares", "Put/Call",
+                      row_styles=["bold", ""],
+                      box=box.SIMPLE)
+        for index, row in enumerate(infotable_summary_df.itertuples()):
+            table.add_row(str(index),
+                          row.Issuer,
+                          row.Class,
+                          row.Cusip,
+                          row.Ticker,
+                          f"${row.Value:,.0f}",
+                          row.Type,
+                          f"{int(row.Shares):,.0f}",
+                          row.PutCall
+                          )
+        content.append(table)
+
+    return Panel(
+        Group(*content), title=title, subtitle=title
+    )