hotfix/fmp-rev-segments: Adds Fiscal Period to busines/geographic segments revenue. (#5921)

* add fiscal_period to revenue by geography and business line

* data description and unused imports

* update test cassette

6 files changed, 487 insertions, 95 deletions

diff --git a/openbb_platform/core/openbb_core/provider/standard_models/revenue_business_line.py b/openbb_platform/core/openbb_core/provider/standard_models/revenue_business_line.py
index 4c44a136b6d..90d44d971fe 100644
--- a/openbb_platform/core/openbb_core/provider/standard_models/revenue_business_line.py
+++ b/openbb_platform/core/openbb_core/provider/standard_models/revenue_business_line.py
@@ -1,18 +1,19 @@
 """Revenue by Business Line Standard Model."""
 
-
+import warnings
 from datetime import date as dateType
-from typing import Dict, List, Literal, Set, Union
+from typing import Dict, Literal, Optional
 
 from pydantic import Field, field_validator
 
 from openbb_core.provider.abstract.data import Data, ForceInt
 from openbb_core.provider.abstract.query_params import QueryParams
 from openbb_core.provider.utils.descriptions import (
-    DATA_DESCRIPTIONS,
     QUERY_DESCRIPTIONS,
 )
 
+_warn = warnings.warn
+
 
 class RevenueBusinessLineQueryParams(QueryParams):
     """Revenue by Business Line Query."""
@@ -26,17 +27,29 @@ class RevenueBusinessLineQueryParams(QueryParams):
     )  # should always be flat
 
     @field_validator("symbol", mode="before", check_fields=False)
-    def upper_symbol(cls, v: Union[str, List[str], Set[str]]):
+    @classmethod
+    def upper_symbol(cls, v: str):
         """Convert symbol to uppercase."""
-        if isinstance(v, str):
-            return v.upper()
-        return ",".join([symbol.upper() for symbol in list(v)])
+        if "," in v:
+            _warn(
+                f"{QUERY_DESCRIPTIONS.get('symbol_list_warning', '')} {v.split(',')[0].upper()}"
+            )
+        return v.split(",")[0].upper() if "," in v else v.upper()
 
 
 class RevenueBusinessLineData(Data):
     """Revenue by Business Line Data."""
 
-    date: dateType = Field(description=DATA_DESCRIPTIONS.get("date", ""))
+    period_ending: dateType = Field(description="The end date of the reporting period.")
+    fiscal_period: Optional[str] = Field(
+        default=None, description="The fiscal period of the reporting period."
+    )
+    fiscal_year: Optional[int] = Field(
+        default=None, description="The fiscal year of the reporting period."
+    )
+    filing_date: Optional[dateType] = Field(
+        default=None, description="The filing date of the report."
+    )
     business_line: Dict[str, ForceInt] = Field(
-        description="Day level data containing the revenue of the business line."
+        description="Dictionary containing the revenue of the business line."
     )
diff --git a/openbb_platform/core/openbb_core/provider/standard_models/revenue_geographic.py b/openbb_platform/core/openbb_core/provider/standard_models/revenue_geographic.py
index bdd7fbfc695..adfb22cf066 100644
--- a/openbb_platform/core/openbb_core/provider/standard_models/revenue_geographic.py
+++ b/openbb_platform/core/openbb_core/provider/standard_models/revenue_geographic.py
@@ -1,18 +1,19 @@
 """Revenue by Geographic Segments Standard Model."""
 
-
+import warnings
 from datetime import date as dateType
-from typing import Dict, List, Literal, Optional, Set, Union
+from typing import Dict, Literal, Optional
 
 from pydantic import Field, field_validator
 
 from openbb_core.provider.abstract.data import Data, ForceInt
 from openbb_core.provider.abstract.query_params import QueryParams
 from openbb_core.provider.utils.descriptions import (
-    DATA_DESCRIPTIONS,
     QUERY_DESCRIPTIONS,
 )
 
+_warn = warnings.warn
+
 
 class RevenueGeographicQueryParams(QueryParams):
     """Revenue by Geographic Segments Query."""
@@ -27,32 +28,28 @@ class RevenueGeographicQueryParams(QueryParams):
 
     @field_validator("symbol", mode="before", check_fields=False)
     @classmethod
-    def upper_symbol(cls, v: Union[str, List[str], Set[str]]):
+    def upper_symbol(cls, v: str):
         """Convert symbol to uppercase."""
-        if isinstance(v, str):
-            return v.upper()
-        return ",".join([symbol.upper() for symbol in list(v)])
+        if "," in v:
+            _warn(
+                f"{QUERY_DESCRIPTIONS.get('symbol_list_warning', '')} {v.split(',')[0].upper()}"
+            )
+        return v.split(",")[0].upper() if "," in v else v.upper()
 
 
 class RevenueGeographicData(Data):
     """Revenue by Geographic Segments Data."""
 
-    date: dateType = Field(description=DATA_DESCRIPTIONS.get("date", ""))
-    geographic_segment: Dict[str, ForceInt] = Field(
-        description="Day level data containing the revenue of the geographic segment."
+    period_ending: dateType = Field(description="The end date of the reporting period.")
+    fiscal_period: Optional[str] = Field(
+        default=None, description="The fiscal period of the reporting period."
     )
-    americas: Optional[ForceInt] = Field(
-        default=None, description="Revenue from the the American segment."
+    fiscal_year: Optional[int] = Field(
+        default=None, description="The fiscal year of the reporting period."
     )
-    europe: Optional[ForceInt] = Field(
-        default=None, description="Revenue from the the European segment."
+    filing_date: Optional[dateType] = Field(
+        default=None, description="The filing date of the report."
     )
-    greater_china: Optional[ForceInt] = Field(
-        default=None, description="Revenue from the the Greater China segment."
-    )
-    japan: Optional[ForceInt] = Field(
-        default=None, description="Revenue from the the Japan segment."
-    )
-    rest_of_asia_pacific: Optional[ForceInt] = Field(
-        default=None, description="Revenue from the the Rest of Asia Pacific segment."
+    geographic_segment: Dict[str, ForceInt] = Field(
+        description="Dictionary of the revenue by geographic segment."
     )
diff --git a/openbb_platform/providers/fmp/openbb_fmp/models/revenue_business_line.py b/openbb_platform/providers/fmp/openbb_fmp/models/revenue_business_line.py
index 981db010da0..adad792f284 100644
--- a/openbb_platform/providers/fmp/openbb_fmp/models/revenue_business_line.py
+++ b/openbb_platform/providers/fmp/openbb_fmp/models/revenue_business_line.py
@@ -1,5 +1,5 @@
 """FMP Revenue by Business Line Model."""
-
+# pylint: disable=unused-argument
 from datetime import datetime
 from typing import Any, Dict, List, Optional
 
@@ -8,6 +8,7 @@ from openbb_core.provider.standard_models.revenue_business_line import (
     RevenueBusinessLineData,
     RevenueBusinessLineQueryParams,
 )
+from openbb_fmp.models.cash_flow import FMPCashFlowStatementFetcher
 from openbb_fmp.utils.helpers import create_url, get_data_many
 from pydantic import field_validator
 
@@ -22,11 +23,11 @@ class FMPRevenueBusinessLineQueryParams(RevenueBusinessLineQueryParams):
 class FMPRevenueBusinessLineData(RevenueBusinessLineData):
     """FMP Revenue by Business Line Data."""
 
-    @field_validator("date", mode="before", check_fields=False)
+    @field_validator("period_ending", "filing_date", mode="before", check_fields=False)
     @classmethod
     def date_validate(cls, v):  # pylint: disable=E0213
         """Return the date as a datetime object."""
-        return datetime.strptime(v, "%Y-%m-%d")
+        return datetime.strptime(v, "%Y-%m-%d") if v else None
 
 
 class FMPRevenueBusinessLineFetcher(
@@ -53,15 +54,35 @@ class FMPRevenueBusinessLineFetcher(
 
         url = create_url(4, "revenue-product-segmentation", api_key, query)
 
-        return await get_data_many(url, **kwargs)
+        cf_fetcher = FMPCashFlowStatementFetcher()
+        cf_query = cf_fetcher.transform_query(
+            {"symbol": query.symbol, "period": query.period, "limit": 200}
+        )
+        cf_data = await cf_fetcher.aextract_data(cf_query, {"fmp_api_key": api_key})
+        filing_dates = sorted(
+            [
+                {
+                    "period_ending": d["date"],
+                    "fiscal_year": d["calendarYear"],
+                    "fiscal_period": d["period"],
+                    "filing_date": d["fillingDate"],
+                }
+                for d in cf_data
+            ],
+            key=lambda d: d["period_ending"],
+        )
+        rev_data = await get_data_many(url, **kwargs)
+        rev_data_dict = {list(d.keys())[0]: list(d.values())[0] for d in rev_data}
+        combined_data = [
+            {**d, "business_line": rev_data_dict[d["period_ending"]]}
+            for d in filing_dates
+            if d["period_ending"] in rev_data_dict
+        ]
+        return combined_data
 
     @staticmethod
     def transform_data(
         query: FMPRevenueBusinessLineQueryParams, data: List[Dict], **kwargs: Any
     ) -> List[FMPRevenueBusinessLineData]:
         """Return the transformed data."""
-        return [
-            FMPRevenueBusinessLineData(date=key, business_line=value)
-            for d in data
-            for key, value in d.items()
-        ]
+        return [FMPRevenueBusinessLineData.model_validate(d) for d in data]
diff --git a/openbb_platform/providers/fmp/openbb_fmp/models/revenue_geographic.py b/openbb_platform/providers/fmp/openbb_fmp/models/revenue_geographic.py
index c1a63bc69af..f3e824135c8 100644
--- a/openbb_platform/providers/fmp/openbb_fmp/models/revenue_geographic.py
+++ b/openbb_platform/providers/fmp/openbb_fmp/models/revenue_geographic.py
@@ -1,5 +1,5 @@
 """FMP Revenue Geographic Model."""
-
+# pylint: disable=unused-argument
 from datetime import datetime
 from typing import Any, Dict, List, Optional
 
@@ -8,6 +8,7 @@ from openbb_core.provider.standard_models.revenue_geographic import (
     RevenueGeographicData,
     RevenueGeographicQueryParams,
 )
+from openbb_fmp.models.cash_flow import FMPCashFlowStatementFetcher
 from openbb_fmp.utils.helpers import create_url, get_data_many
 from pydantic import field_validator
 
@@ -22,11 +23,11 @@ class FMPRevenueGeographicQueryParams(RevenueGeographicQueryParams):
 class FMPRevenueGeographicData(RevenueGeographicData):
     """FMP Revenue Geographic Data."""
 
-    @field_validator("date", mode="before")
+    @field_validator("period_ending", "filing_date", mode="before", check_fields=False)
     @classmethod
     def date_validate(cls, v):  # pylint: disable=E0213
-        """Return date as a datetime object."""
-        return datetime.strptime(v, "%Y-%m-%d")
+        """Return the date as a datetime object."""
+        return datetime.strptime(v, "%Y-%m-%d") if v else None
 
 
 class FMPRevenueGeographicFetcher(
@@ -53,28 +54,38 @@ class FMPRevenueGeographicFetcher(
 
         url = create_url(4, "revenue-geographic-segmentation", api_key, query)
 
-        return await get_data_many(url, **kwargs)
+        cf_fetcher = FMPCashFlowStatementFetcher()
+        cf_query = cf_fetcher.transform_query(
+            {"symbol": query.symbol, "period": query.period, "limit": 200}
+        )
+        cf_data = await cf_fetcher.aextract_data(cf_query, {"fmp_api_key": api_key})
+        filing_dates = sorted(
+            [
+                {
+                    "period_ending": d["date"],
+                    "fiscal_year": d["calendarYear"],
+                    "fiscal_period": d["period"],
+                    "filing_date": d["fillingDate"],
+                }
+                for d in cf_data
+            ],
+            key=lambda d: d["period_ending"],
+        )
+
+        rev_data = await get_data_many(url, **kwargs)
+        rev_data_dict = {list(d.keys())[0]: list(d.values())[0] for d in rev_data}
+
+        combined_data = [
+            {**d, "geographic_segment": rev_data_dict[d["period_ending"]]}
+            for d in filing_dates
+            if d["period_ending"] in rev_data_dict
+        ]
+
+        return combined_data
 
     @staticmethod
     def transform_data(
         query: FMPRevenueGeographicQueryParams, data: List[Dict], **kwargs: Any
     ) -> List[FMPRevenueGeographicData]:
         """Return the transformed data."""
-        return [
-            FMPRevenueGeographicData(
-                date=key,
-                geographic_segment=v,
-                americas=v.get("Americas Segment", v.get("North America", None)),
-                europe=v.get("Europe Segment", v.get("Europe", None)),
-                greater_china=v.get(
-                    "Greater China Segment", v.get("Greater China", None)
-                ),
-                japan=v.get("Japan Segment", v.get("Japan", v.get("J P", None))),
-                rest_of_asia_pacific=v.get(
-                    "Rest of Asia Pacific Segment", v.get("Asia-Pacific", None)
-                ),
-            )
-            for d in data
-            for key, v in d.items()
-            if isinstance(v, Dict)
-        ]
+        return [FMPRevenueGeographicData.model_validate(d) for d in data]
diff --git a/openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_revenue_business_line_fetcher.yaml b/openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_revenue_business_line_fetcher.yaml
index 020a5cef713..785e3edf1e9 100644
--- a/openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_revenue_business_line_fetcher.yaml
+++ b/openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_revenue_business_line_fetcher.yaml
@@ -3,9 +3,183 @@ interactions:
     body: null
     headers:
       Accept:
-      - '*/*'
+      - application/json
       Accept-Encoding:
-      - gzip, deflate, br
+      - gzip, deflate
+      Connection:
+      - keep-alive
+    method: GET
+    uri: https://financialmodelingprep.com/api/v3/cash-flow-statement/AAPL?apikey=MOCK_API_KEY&limit=200&period=annual
+  response:
+    body:
+      string: !!binary |
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+    headers:
+      Access-Control-Allow-Credentials:
+      - 'true'
+      Access-Control-Allow-Headers:
+      - X-Requested-With, content-type, auth-token, Authorization, stripe-signature,
+        APPS
+      Access-Control-Allow-Methods:
+      - GET, POST, OPTIONS
+      Access-Control-Allow-Origin:
+      - '*'
+      Access-Control-Max-Age:
+      - '3600'
+      Connection:
+      - keep-alive
+      Content-Encoding:
+      - gzip
+      Content-Type:
+      - application/json; charset=utf-8
+      Date:
+      - Fri, 05 Jan 2024 21:23:47 GMT
+      Etag:
+      - W/"dce9-lmsObLv7FoJ8s1nEBTpjv9OWr+4"
+      Server:
+      - nginx/1.18.0 (Ubuntu)
+      Transfer-Encoding:
+      - chunked
+      Vary:
+      - Accept-Encoding
+      X-Frame-Options:
+      - SAMEORIGIN
+      X-Powered-By:
+      - Express
+    status:
+      code: 200
+      message: OK
+- request:
+    body: null
+    headers:
+      Accept:
+      - application/json
+      Accept-Encoding:
+      - gzip, deflate
       Connection:
       - keep-alive
     method: GET
@@ -13,20 +187,20 @@ interactions:
   response:
     body:
       string: !!binary |
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     headers:
       Access-Control-Allow-Credentials:
       - 'true'
@@ -46,9 +220,9 @@ interactions:
       Content-Type:
       - application/json; charset=utf-8
       Date:
-      - Mon, 16 Oct 2023 12:22:07 GMT
-      ETag:
-      - W/"bcc-RmRDrPPLIZSDozSR7yOvF32ihbo"
+      - Fri, 05 Jan 2024 21:23:48 GMT
+      Etag:
+      - W/"c95-f87WUVMmUm4/WysLRNFu8Xy3rmE"
       Server:
       - nginx/1.18.0 (Ubuntu)
       Transfer-Encoding:
diff --git a/openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_revenue_geographic_fetcher.yaml b/openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_revenue_geographic_fetcher.yaml
index dd702ef4bd7..f86bca477eb 100644
--- a/openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_revenue_geographic_fetcher.yaml
+++ b/openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_revenue_geographic_fetcher.yaml
@@ -3,9 +3,183 @@ interactions:
     body: null
     headers:
       Accept:
-      - '*/*'
+      - application/json
       Accept-Encoding:
-      - gzip, deflate, br
+      - gzip, deflate
+      Connection:
+      - keep-alive
+    method: GET
+    uri: https://financialmodelingprep.com/api/v3/cash-flow-statement/AAPL?apikey=MOCK_API_KEY&limit=200&period=annual
+  response:
+    body:
+      string: !!binary |
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