reportify-sdk 0.2.7 → 0.2.9
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/index.d.mts +651 -147
- package/dist/index.d.ts +651 -147
- package/dist/index.js +981 -266
- package/dist/index.mjs +976 -265
- package/package.json +1 -1
package/dist/index.d.mts
CHANGED
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@@ -51,8 +51,10 @@ interface SearchOptions {
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num?: number;
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categories?: string[];
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symbols?: string[];
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-
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-
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+
industries?: string[];
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channelIds?: string[];
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startDatetime?: string;
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endDatetime?: string;
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}
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interface CompanyOverview {
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symbol: string;
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@@ -110,9 +112,9 @@ interface IPOEvent {
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priceRange?: string;
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[key: string]: unknown;
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}
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-
type Period = 'annual' | 'quarterly';
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-
type
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-
type
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type Period = 'annual' | 'quarterly' | 'cumulative quarterly';
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type Calendar = 'calendar' | 'fiscal';
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type ShareholderType = 'shareholders' | 'outstanding_shareholders';
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type Market = 'us' | 'hk' | 'cn';
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type IPOStatus = 'Filing' | 'Hearing' | 'Priced';
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interface IndustryConstituent {
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@@ -136,15 +138,113 @@ interface IndexFund {
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symbol: string;
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[key: string]: unknown;
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}
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-
interface
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-
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interface DocsListOptions {
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symbols?: string[];
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categories?: string[];
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markets?: string[];
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institutions?: string[];
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tags?: Record<string, unknown[]>;
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startDate?: string;
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endDate?: string;
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minScore?: number;
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extendedFilters?: Record<string, unknown>[];
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folderIds?: string[];
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pageNum?: number;
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pageSize?: number;
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}
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-
interface
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interface ChunkSearchOptions {
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symbols?: string[];
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categories?: string[];
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folderIds?: string[];
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docIds?: string[];
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markets?: string[];
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institutions?: string[];
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tags?: Record<string, unknown[]>;
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startDate?: string;
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endDate?: string;
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minScore?: number;
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extendedFilters?: Record<string, unknown>[];
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num?: number;
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includeDocExtraDetails?: boolean;
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refineQuestion?: boolean;
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dateRange?: 'h' | 'd' | 'w' | 'm' | 'y';
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}
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interface UploadDocRequest {
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url: string;
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name?: string;
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metadatas?: Record<string, unknown>;
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publishedAt?: number;
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tags?: Record<string, unknown[]>;
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}
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interface Channel {
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id: string;
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name: string;
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description?: string;
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avatarUrl?: string;
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following?: boolean;
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}
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type ChatMode = 'concise' | 'comprehensive' | 'deepresearch';
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interface ChatCompletionOptions {
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folderIds?: string[];
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docIds?: string[];
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categories?: string[];
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markets?: string[];
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institutions?: string[];
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symbols?: string[];
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tags?: Record<string, unknown[]>;
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startDate?: string;
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endDate?: string;
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minScore?: number;
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extendedFilters?: Record<string, unknown>[];
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mode?: ChatMode;
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sessionId?: string;
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stream?: boolean;
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}
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interface ChatCompletionResponse {
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type: string;
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messageId: string;
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message: string;
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extra?: Record<string, unknown>;
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}
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interface AgentConversation {
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id: number;
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userId: number;
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agentId: number;
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type: string;
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title?: string;
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status: string;
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createdAt: number;
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updatedAt: number;
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}
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interface AgentMessage {
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id: number;
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userId: number;
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conversationId: number;
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turnId: number;
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role: 'user' | 'assistant';
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replyToMessageId?: number;
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content?: Record<string, unknown>;
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status: string;
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errorInfo?: Record<string, unknown>;
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assistantMessageId?: string;
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createdAt: number;
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updatedAt: number;
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assistantEvents?: Record<string, unknown>[];
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}
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interface DocumentInput {
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docId: string;
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docTitle: string;
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fileType?: string;
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}
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interface FollowedCompany {
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symbol: string;
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ticker?: string;
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market?: string;
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name?: string;
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chineseName?: string;
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englishName?: string;
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logo?: string;
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followedAt?: number;
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}
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declare class ReportifyError extends Error {
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statusCode?: number;
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@@ -176,56 +276,120 @@ declare class StockModule {
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/**
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* Get company overview including business description, sector, and key metrics
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*
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-
* @param
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* @param options - Query options
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* @param options.symbols - Stock symbols. You can enter multiple items, separated by commas(,)
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* @param options.names - Stock names. You can enter multiple items, separated by commas(,)
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*
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* @example
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* ```typescript
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* // Single stock by symbol
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* const info = await client.stock.overview({ symbols: 'US:AAPL' });
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* console.log(info.name, info.sector);
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*
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* // Multiple stocks by symbols
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* const infos = await client.stock.overview({ symbols: 'US:AAPL,US:MSFT' });
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* for (const info of infos) {
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* console.log(info.name);
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* }
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*
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* // Search by name
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* const info = await client.stock.overview({ names: 'Apple Inc.' });
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* ```
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*/
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-
overview(
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overview(options: {
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symbols?: string;
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names?: string;
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}): Promise<CompanyOverview | CompanyOverview[]>;
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/**
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* Get list of major shareholders
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*
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* @param symbol - Stock symbol
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* @param options.type - Type of shareholders ('shareholders' or 'outstanding_shareholders')
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* @param options.limit - Number of results to return (default: 10)
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*/
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shareholders(symbol: string
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shareholders(symbol: string, options?: {
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type?: ShareholderType;
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limit?: number;
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}): Promise<Shareholder[]>;
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/**
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* Get income statement data
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*
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* @param symbol - Stock symbol
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* @param options.period - "annual" or "quarterly"
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* @param options.limit - Number of periods to return
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* @param options.period - "annual", "quarterly", or "cumulative quarterly"
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* @param options.limit - Number of periods to return (default: 8)
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* @param options.startDate - Start date (YYYY-MM-DD)
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* @param options.endDate - End date (YYYY-MM-DD)
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* @param options.calendar - "calendar" or "fiscal" (default: "fiscal")
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* @param options.fiscalYear - Specific fiscal year (e.g., "2023")
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* @param options.fiscalQuarter - Specific fiscal quarter (Q1, Q2, Q3, Q4, FY, H1)
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*/
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incomeStatement(symbol: string, options?: {
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period?: Period;
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limit?: number;
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startDate?: string;
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endDate?: string;
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calendar?: Calendar;
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fiscalYear?: string;
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fiscalQuarter?: string;
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}): Promise<FinancialStatement[]>;
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/**
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* Get balance sheet data
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*
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* @param symbol - Stock symbol
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* @param options.period - "annual" or "quarterly"
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* @param options.limit - Number of periods to return
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* @param options.limit - Number of periods to return (default: 8)
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* @param options.startDate - Start date (YYYY-MM-DD)
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* @param options.endDate - End date (YYYY-MM-DD)
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* @param options.calendar - "calendar" or "fiscal" (default: "fiscal")
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* @param options.fiscalYear - Specific fiscal year (e.g., "2023")
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* @param options.fiscalQuarter - Specific fiscal quarter (Q1, Q2, Q3, Q4, FY)
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*/
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balanceSheet(symbol: string, options?: {
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period?:
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period?: 'annual' | 'quarterly';
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limit?: number;
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startDate?: string;
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endDate?: string;
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calendar?: Calendar;
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fiscalYear?: string;
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fiscalQuarter?: string;
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}): Promise<FinancialStatement[]>;
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/**
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* Get cash flow statement data
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*
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* @param symbol - Stock symbol
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* @param options.period - "annual" or "quarterly"
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* @param options.limit - Number of periods to return
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* @param options.period - "annual", "quarterly", or "cumulative quarterly"
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* @param options.limit - Number of periods to return (default: 8)
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* @param options.startDate - Start date (YYYY-MM-DD)
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* @param options.endDate - End date (YYYY-MM-DD)
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* @param options.calendar - "calendar" or "fiscal" (default: "fiscal")
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* @param options.fiscalYear - Specific fiscal year (e.g., "2023")
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* @param options.fiscalQuarter - Specific fiscal quarter (Q1, Q2, Q3, Q4, FY, H1)
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*/
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cashflowStatement(symbol: string, options?: {
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period?: Period;
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limit?: number;
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startDate?: string;
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endDate?: string;
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calendar?: Calendar;
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fiscalYear?: string;
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fiscalQuarter?: string;
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}): Promise<FinancialStatement[]>;
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/**
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* Get revenue breakdown
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* Get revenue breakdown
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*
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* @param symbol - Stock symbol
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-
* @param options.
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* @param options.period - Report cycle (e.g., "FY", "Q2")
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* @param options.limit - Number of records to return (default: 6)
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* @param options.startDate - Start date (YYYY-MM-DD)
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* @param options.endDate - End date (YYYY-MM-DD)
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* @param options.fiscalYear - Specific fiscal year (e.g., "2023")
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*/
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revenueBreakdown(symbol: string, options?: {
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-
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period?: string;
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limit?: number;
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startDate?: string;
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endDate?: string;
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fiscalYear?: string;
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}): Promise<FinancialStatement[]>;
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/**
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* Get historical stock prices
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@@ -236,63 +400,61 @@ declare class StockModule {
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prices(symbol: string, options?: {
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startDate?: string;
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endDate?: string;
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limit?: number;
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}): Promise<PriceData[]>;
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/**
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* Get
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* Get real-time stock quote
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*
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* @param symbol - Stock symbol
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-
* @param options - Query options
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-
*/
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-
kline(symbol: string, options?: {
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interval?: Interval;
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adjust?: PriceAdjust;
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startDate?: string;
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endDate?: string;
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limit?: number;
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-
}): Promise<PriceData[]>;
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-
/**
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* Get real-time stock quotes
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-
*
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-
* @param symbols - Single symbol or array of symbols
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*/
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-
quote(
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quote(symbol: string): Promise<Quote>;
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/**
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* Get stock index prices
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*
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-
* @param symbol - Index symbol
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+
* @param symbol - Index symbol (e.g., HSI, SPX, DJI)
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* @param options - Query options
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*/
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indexPrices(symbol: string, options?: {
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startDate?: string;
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endDate?: string;
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-
limit?: number;
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}): Promise<PriceData[]>;
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/**
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* Screen stocks based on various criteria
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*/
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screener(options?: {
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-
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-
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-
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-
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-
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-
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marketCapMoreThan?: number;
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425
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marketCapLowerThan?: number;
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priceMoreThan?: number;
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427
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priceLowerThan?: number;
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428
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changePercentageMoreThan?: number;
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changePercentageLowerThan?: number;
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volumeMoreThan?: number;
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volumeLowerThan?: number;
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country?: string;
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exchange?: string;
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434
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+
dividendYieldMoreThan?: number;
|
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|
+
dividendYieldLowerThan?: number;
|
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peTtmMoreThan?: number;
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peTtmLowerThan?: number;
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limit?: number;
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}): Promise<CompanyOverview[]>;
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/**
|
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* Get earnings announcement calendar
|
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+
*
|
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|
+
* @param options.market - Required: Stock market (cn, hk, us)
|
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|
+
* @param options.startDate - Required: Start date (YYYY-MM-DD)
|
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445
|
+
* @param options.endDate - Required: End date (YYYY-MM-DD)
|
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+
* @param options.symbol - Optional: Stock symbol
|
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447
|
*/
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|
-
earningsCalendar(options
|
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-
market
|
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-
startDate
|
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|
-
endDate
|
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|
+
earningsCalendar(options: {
|
|
449
|
+
market: Market;
|
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|
+
startDate: string;
|
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+
endDate: string;
|
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symbol?: string;
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453
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}): Promise<EarningsEvent[]>;
|
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454
|
/**
|
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* Get Hong Kong IPO calendar
|
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456
|
*/
|
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|
-
ipoCalendarHK(status
|
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|
+
ipoCalendarHK(status: IPOStatus): Promise<IPOEvent[]>;
|
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458
|
/**
|
|
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459
|
* Get constituent stocks of an industry
|
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460
|
*
|
|
@@ -346,84 +508,6 @@ declare class StockModule {
|
|
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508
|
private normalizeArrayResponse;
|
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347
509
|
}
|
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510
|
|
|
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|
-
/**
|
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|
-
* Timeline Module
|
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|
-
*
|
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|
-
* Provides access to timeline feeds based on user's followed entities.
|
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|
-
*/
|
|
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|
-
|
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|
-
declare class TimelineModule {
|
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|
-
private client;
|
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|
-
constructor(client: Reportify);
|
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|
-
/**
|
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|
-
* Get timeline for followed companies
|
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|
-
*
|
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|
-
* Returns recent content related to companies the user is following.
|
|
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|
-
*
|
|
363
|
-
* @param options.num - Number of items to return (default: 10, max: 100)
|
|
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|
-
*/
|
|
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|
-
companies(options?: TimelineOptions): Promise<Document[]>;
|
|
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|
-
/**
|
|
367
|
-
* Get timeline for followed topics
|
|
368
|
-
*
|
|
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|
-
* Returns recent content related to custom topics the user is following.
|
|
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|
-
*
|
|
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|
-
* @param options.num - Number of items to return
|
|
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|
-
*/
|
|
373
|
-
topics(options?: TimelineOptions): Promise<Document[]>;
|
|
374
|
-
/**
|
|
375
|
-
* Get timeline for followed professional institutes
|
|
376
|
-
*
|
|
377
|
-
* Returns recent content from research institutions, banks, etc.
|
|
378
|
-
*
|
|
379
|
-
* @param options.num - Number of items to return
|
|
380
|
-
*/
|
|
381
|
-
institutes(options?: TimelineOptions): Promise<Document[]>;
|
|
382
|
-
/**
|
|
383
|
-
* Get timeline for followed public media
|
|
384
|
-
*
|
|
385
|
-
* Returns recent content from public media accounts.
|
|
386
|
-
*
|
|
387
|
-
* @param options.num - Number of items to return
|
|
388
|
-
*/
|
|
389
|
-
publicMedia(options?: TimelineOptions): Promise<Document[]>;
|
|
390
|
-
/**
|
|
391
|
-
* Get timeline for followed social media
|
|
392
|
-
*
|
|
393
|
-
* Returns recent content from social media accounts.
|
|
394
|
-
*
|
|
395
|
-
* @param options.num - Number of items to return
|
|
396
|
-
*/
|
|
397
|
-
socialMedia(options?: TimelineOptions): Promise<Document[]>;
|
|
398
|
-
}
|
|
399
|
-
|
|
400
|
-
/**
|
|
401
|
-
* Knowledge Base Module
|
|
402
|
-
*
|
|
403
|
-
* Provides access to user's personal knowledge base for searching
|
|
404
|
-
* uploaded documents.
|
|
405
|
-
*/
|
|
406
|
-
|
|
407
|
-
declare class KBModule {
|
|
408
|
-
private client;
|
|
409
|
-
constructor(client: Reportify);
|
|
410
|
-
/**
|
|
411
|
-
* Search user's knowledge base
|
|
412
|
-
*
|
|
413
|
-
* Performs semantic search across documents the user has uploaded.
|
|
414
|
-
*
|
|
415
|
-
* @param query - Search query string
|
|
416
|
-
* @param options - Search options
|
|
417
|
-
*
|
|
418
|
-
* @example
|
|
419
|
-
* ```typescript
|
|
420
|
-
* const results = await client.kb.search('quarterly revenue', { num: 5 });
|
|
421
|
-
* results.forEach(chunk => console.log(chunk.content));
|
|
422
|
-
* ```
|
|
423
|
-
*/
|
|
424
|
-
search(query: string, options?: KBSearchOptions): Promise<Chunk[]>;
|
|
425
|
-
}
|
|
426
|
-
|
|
427
511
|
/**
|
|
428
512
|
* Documents Module
|
|
429
513
|
*
|
|
@@ -446,21 +530,6 @@ interface DocSummary {
|
|
|
446
530
|
keyPoints?: string[];
|
|
447
531
|
[key: string]: unknown;
|
|
448
532
|
}
|
|
449
|
-
interface DocsListOptions {
|
|
450
|
-
symbols?: string[];
|
|
451
|
-
categories?: string[];
|
|
452
|
-
startDate?: string;
|
|
453
|
-
endDate?: string;
|
|
454
|
-
page?: number;
|
|
455
|
-
pageSize?: number;
|
|
456
|
-
}
|
|
457
|
-
interface ChunkSearchOptions {
|
|
458
|
-
symbols?: string[];
|
|
459
|
-
categories?: string[];
|
|
460
|
-
startDate?: string;
|
|
461
|
-
endDate?: string;
|
|
462
|
-
num?: number;
|
|
463
|
-
}
|
|
464
533
|
declare class DocsModule {
|
|
465
534
|
private client;
|
|
466
535
|
constructor(client: Reportify);
|
|
@@ -488,6 +557,34 @@ declare class DocsModule {
|
|
|
488
557
|
* @param options - Filter options
|
|
489
558
|
*/
|
|
490
559
|
list(options?: DocsListOptions): Promise<PaginatedResponse<Document>>;
|
|
560
|
+
/**
|
|
561
|
+
* Query documents by symbols
|
|
562
|
+
*
|
|
563
|
+
* @param symbols - Required: Stock symbols
|
|
564
|
+
* @param options - Filter options
|
|
565
|
+
*/
|
|
566
|
+
queryBySymbols(symbols: string[], options?: {
|
|
567
|
+
categories?: string[];
|
|
568
|
+
markets?: string[];
|
|
569
|
+
startDate?: string;
|
|
570
|
+
endDate?: string;
|
|
571
|
+
pageNum?: number;
|
|
572
|
+
pageSize?: number;
|
|
573
|
+
}): Promise<PaginatedResponse<Document>>;
|
|
574
|
+
/**
|
|
575
|
+
* Query documents by tags
|
|
576
|
+
*
|
|
577
|
+
* @param tags - Required: Document tags
|
|
578
|
+
* @param options - Filter options
|
|
579
|
+
*/
|
|
580
|
+
queryByTags(tags: Record<string, unknown[]>, options?: {
|
|
581
|
+
categories?: string[];
|
|
582
|
+
markets?: string[];
|
|
583
|
+
startDate?: string;
|
|
584
|
+
endDate?: string;
|
|
585
|
+
pageNum?: number;
|
|
586
|
+
pageSize?: number;
|
|
587
|
+
}): Promise<PaginatedResponse<Document>>;
|
|
491
588
|
/**
|
|
492
589
|
* Search document chunks semantically
|
|
493
590
|
*
|
|
@@ -495,6 +592,78 @@ declare class DocsModule {
|
|
|
495
592
|
* @param options - Search options
|
|
496
593
|
*/
|
|
497
594
|
searchChunks(query: string, options?: ChunkSearchOptions): Promise<Chunk[]>;
|
|
595
|
+
/**
|
|
596
|
+
* Create a new document folder
|
|
597
|
+
*
|
|
598
|
+
* @param name - Folder name
|
|
599
|
+
* @returns Folder ID
|
|
600
|
+
*/
|
|
601
|
+
createFolder(name: string): Promise<{
|
|
602
|
+
folderId: string;
|
|
603
|
+
}>;
|
|
604
|
+
/**
|
|
605
|
+
* Delete a document folder and all files within it
|
|
606
|
+
*
|
|
607
|
+
* @param folderId - Folder ID to delete
|
|
608
|
+
* @returns Deleted folder ID and document IDs
|
|
609
|
+
*/
|
|
610
|
+
deleteFolder(folderId: string): Promise<{
|
|
611
|
+
folderId: string;
|
|
612
|
+
docIds: string[];
|
|
613
|
+
}>;
|
|
614
|
+
/**
|
|
615
|
+
* Upload documents by URL
|
|
616
|
+
*
|
|
617
|
+
* @param docs - Array of document upload requests
|
|
618
|
+
* @param options.folderId - Optional folder ID
|
|
619
|
+
* @param options.pdfParsingMode - PDF parsing mode (1: by page, 3: by logic)
|
|
620
|
+
*/
|
|
621
|
+
uploadDocs(docs: UploadDocRequest[], options?: {
|
|
622
|
+
folderId?: string;
|
|
623
|
+
pdfParsingMode?: number;
|
|
624
|
+
}): Promise<{
|
|
625
|
+
docs: Array<{
|
|
626
|
+
id: string;
|
|
627
|
+
title: string;
|
|
628
|
+
originalUrl: string;
|
|
629
|
+
}>;
|
|
630
|
+
}>;
|
|
631
|
+
/**
|
|
632
|
+
* Upload documents by URL asynchronously
|
|
633
|
+
*
|
|
634
|
+
* @param docs - Array of document upload requests
|
|
635
|
+
* @param options.folderId - Optional folder ID
|
|
636
|
+
* @param options.pdfParsingMode - PDF parsing mode (1: by page, 3: by logic)
|
|
637
|
+
*/
|
|
638
|
+
uploadDocsAsync(docs: UploadDocRequest[], options?: {
|
|
639
|
+
folderId?: string;
|
|
640
|
+
pdfParsingMode?: number;
|
|
641
|
+
}): Promise<{
|
|
642
|
+
docs: Array<{
|
|
643
|
+
id: string;
|
|
644
|
+
title: string;
|
|
645
|
+
originalUrl: string;
|
|
646
|
+
}>;
|
|
647
|
+
}>;
|
|
648
|
+
/**
|
|
649
|
+
* Get upload status of a document
|
|
650
|
+
*
|
|
651
|
+
* @param docId - Document ID
|
|
652
|
+
* @returns Upload status (pending, processing, completed)
|
|
653
|
+
*/
|
|
654
|
+
getUploadStatus(docId: string): Promise<{
|
|
655
|
+
id: string;
|
|
656
|
+
status: 'pending' | 'processing' | 'completed';
|
|
657
|
+
}>;
|
|
658
|
+
/**
|
|
659
|
+
* Delete documents
|
|
660
|
+
*
|
|
661
|
+
* @param docIds - Array of document IDs to delete
|
|
662
|
+
* @returns Deleted document IDs
|
|
663
|
+
*/
|
|
664
|
+
deleteDocs(docIds: string[]): Promise<{
|
|
665
|
+
docIds: string[];
|
|
666
|
+
}>;
|
|
498
667
|
}
|
|
499
668
|
|
|
500
669
|
/**
|
|
@@ -904,6 +1073,297 @@ declare class ConceptsModule {
|
|
|
904
1073
|
today(): Promise<ConceptFeed[]>;
|
|
905
1074
|
}
|
|
906
1075
|
|
|
1076
|
+
/**
|
|
1077
|
+
* Channels Module
|
|
1078
|
+
*
|
|
1079
|
+
* Provides access to channel search, following, and document feeds.
|
|
1080
|
+
*/
|
|
1081
|
+
|
|
1082
|
+
declare class ChannelsModule {
|
|
1083
|
+
private client;
|
|
1084
|
+
constructor(client: Reportify);
|
|
1085
|
+
/**
|
|
1086
|
+
* Search for channels by query string
|
|
1087
|
+
*
|
|
1088
|
+
* @param query - Search query string
|
|
1089
|
+
* @param options - Pagination options
|
|
1090
|
+
*/
|
|
1091
|
+
search(query: string, options?: {
|
|
1092
|
+
pageNum?: number;
|
|
1093
|
+
pageSize?: number;
|
|
1094
|
+
}): Promise<PaginatedResponse<Channel>>;
|
|
1095
|
+
/**
|
|
1096
|
+
* Get list of channels user is following
|
|
1097
|
+
*
|
|
1098
|
+
* @param options - Pagination options
|
|
1099
|
+
*/
|
|
1100
|
+
getFollowings(options?: {
|
|
1101
|
+
pageNum?: number;
|
|
1102
|
+
pageSize?: number;
|
|
1103
|
+
}): Promise<PaginatedResponse<Channel>>;
|
|
1104
|
+
/**
|
|
1105
|
+
* Follow a channel
|
|
1106
|
+
*
|
|
1107
|
+
* @param channelId - Channel ID to follow
|
|
1108
|
+
*/
|
|
1109
|
+
follow(channelId: string): Promise<Channel>;
|
|
1110
|
+
/**
|
|
1111
|
+
* Unfollow a channel
|
|
1112
|
+
*
|
|
1113
|
+
* @param channelId - Channel ID to unfollow
|
|
1114
|
+
*/
|
|
1115
|
+
unfollow(channelId: string): Promise<{
|
|
1116
|
+
status: boolean;
|
|
1117
|
+
message: string;
|
|
1118
|
+
}>;
|
|
1119
|
+
/**
|
|
1120
|
+
* Get documents from followed channels
|
|
1121
|
+
*
|
|
1122
|
+
* @param options - Query options
|
|
1123
|
+
*/
|
|
1124
|
+
getDocs(options?: {
|
|
1125
|
+
channelIds?: string;
|
|
1126
|
+
pageNum?: number;
|
|
1127
|
+
pageSize?: number;
|
|
1128
|
+
}): Promise<PaginatedResponse<Document>>;
|
|
1129
|
+
}
|
|
1130
|
+
|
|
1131
|
+
/**
|
|
1132
|
+
* Chat Module
|
|
1133
|
+
*
|
|
1134
|
+
* Provides chat completion based on document content.
|
|
1135
|
+
*/
|
|
1136
|
+
|
|
1137
|
+
declare class ChatModule {
|
|
1138
|
+
private client;
|
|
1139
|
+
constructor(client: Reportify);
|
|
1140
|
+
/**
|
|
1141
|
+
* Chat completion based on document content
|
|
1142
|
+
*
|
|
1143
|
+
* @param query - User query
|
|
1144
|
+
* @param options - Chat options
|
|
1145
|
+
*/
|
|
1146
|
+
completion(query: string, options?: ChatCompletionOptions): Promise<ChatCompletionResponse>;
|
|
1147
|
+
}
|
|
1148
|
+
|
|
1149
|
+
/**
|
|
1150
|
+
* Agent Module
|
|
1151
|
+
*
|
|
1152
|
+
* Provides access to agent conversations and chat functionality.
|
|
1153
|
+
*/
|
|
1154
|
+
|
|
1155
|
+
declare class AgentModule {
|
|
1156
|
+
private client;
|
|
1157
|
+
constructor(client: Reportify);
|
|
1158
|
+
/**
|
|
1159
|
+
* Create a new agent conversation
|
|
1160
|
+
*
|
|
1161
|
+
* @param agentId - Agent ID
|
|
1162
|
+
* @param title - Optional conversation title
|
|
1163
|
+
*/
|
|
1164
|
+
createConversation(agentId: number, title?: string): Promise<AgentConversation>;
|
|
1165
|
+
/**
|
|
1166
|
+
* Chat with agent in a conversation
|
|
1167
|
+
*
|
|
1168
|
+
* @param conversationId - Conversation ID
|
|
1169
|
+
* @param message - User message
|
|
1170
|
+
* @param options - Chat options
|
|
1171
|
+
*/
|
|
1172
|
+
chat(conversationId: number, message: string, options?: {
|
|
1173
|
+
documents?: DocumentInput[];
|
|
1174
|
+
stream?: boolean;
|
|
1175
|
+
}): Promise<unknown>;
|
|
1176
|
+
/**
|
|
1177
|
+
* Get conversation details
|
|
1178
|
+
*
|
|
1179
|
+
* @param conversationId - Conversation ID
|
|
1180
|
+
*/
|
|
1181
|
+
getConversation(conversationId: number): Promise<AgentConversation>;
|
|
1182
|
+
/**
|
|
1183
|
+
* List messages in a conversation
|
|
1184
|
+
*
|
|
1185
|
+
* @param conversationId - Conversation ID
|
|
1186
|
+
* @param options - Query options
|
|
1187
|
+
*/
|
|
1188
|
+
listMessages(conversationId: number, options?: {
|
|
1189
|
+
limit?: number;
|
|
1190
|
+
beforeMessageId?: number;
|
|
1191
|
+
}): Promise<{
|
|
1192
|
+
messages: AgentMessage[];
|
|
1193
|
+
}>;
|
|
1194
|
+
/**
|
|
1195
|
+
* Get assistant message events (streaming or non-streaming)
|
|
1196
|
+
*
|
|
1197
|
+
* @param conversationId - Conversation ID
|
|
1198
|
+
* @param assistantMessageId - Assistant message ID from chat response header
|
|
1199
|
+
* @param options - Query options
|
|
1200
|
+
*/
|
|
1201
|
+
getAssistantMessageEvents(conversationId: number, assistantMessageId: string, options?: {
|
|
1202
|
+
stream?: boolean;
|
|
1203
|
+
timeout?: number;
|
|
1204
|
+
fromOffset?: number;
|
|
1205
|
+
}): Promise<unknown>;
|
|
1206
|
+
/**
|
|
1207
|
+
* Cancel agent execution
|
|
1208
|
+
*
|
|
1209
|
+
* @param conversationId - Conversation ID
|
|
1210
|
+
* @param assistantMessageId - Assistant message ID
|
|
1211
|
+
*/
|
|
1212
|
+
cancelExecution(conversationId: number, assistantMessageId: string): Promise<{
|
|
1213
|
+
responseId: string;
|
|
1214
|
+
status: string;
|
|
1215
|
+
}>;
|
|
1216
|
+
/**
|
|
1217
|
+
* Get agent generated file
|
|
1218
|
+
*
|
|
1219
|
+
* @param fileId - Agent generated file ID
|
|
1220
|
+
* @returns File content as ArrayBuffer
|
|
1221
|
+
*
|
|
1222
|
+
* @example
|
|
1223
|
+
* ```typescript
|
|
1224
|
+
* const fileContent = await client.agent.getFile('file_abc123');
|
|
1225
|
+
* // Save to file in Node.js
|
|
1226
|
+
* fs.writeFileSync('output.xlsx', Buffer.from(fileContent));
|
|
1227
|
+
* ```
|
|
1228
|
+
*/
|
|
1229
|
+
getFile(fileId: string): Promise<ArrayBuffer>;
|
|
1230
|
+
}
|
|
1231
|
+
|
|
1232
|
+
/**
|
|
1233
|
+
* Knowledge Base Module
|
|
1234
|
+
*
|
|
1235
|
+
* Provides access to user's personal knowledge base for searching
|
|
1236
|
+
* uploaded documents.
|
|
1237
|
+
*
|
|
1238
|
+
* NOTE: This module uses internal APIs that are not documented in the public OpenAPI spec.
|
|
1239
|
+
* These endpoints may change without notice. For production use, consider using
|
|
1240
|
+
* the documented docs.searchChunks() method instead.
|
|
1241
|
+
*/
|
|
1242
|
+
|
|
1243
|
+
interface KBSearchOptions {
|
|
1244
|
+
folderIds?: string[];
|
|
1245
|
+
docIds?: string[];
|
|
1246
|
+
startDate?: string;
|
|
1247
|
+
endDate?: string;
|
|
1248
|
+
num?: number;
|
|
1249
|
+
}
|
|
1250
|
+
declare class KBModule {
|
|
1251
|
+
private client;
|
|
1252
|
+
constructor(client: Reportify);
|
|
1253
|
+
/**
|
|
1254
|
+
* Search user's knowledge base
|
|
1255
|
+
*
|
|
1256
|
+
* @deprecated This method uses an internal API not documented in the public OpenAPI spec.
|
|
1257
|
+
* Consider using client.docs.searchChunks() instead.
|
|
1258
|
+
*
|
|
1259
|
+
* Performs semantic search across documents the user has uploaded
|
|
1260
|
+
* to their personal knowledge base.
|
|
1261
|
+
*
|
|
1262
|
+
* @param query - Search query string
|
|
1263
|
+
* @param options - Search options
|
|
1264
|
+
*
|
|
1265
|
+
* @example
|
|
1266
|
+
* ```typescript
|
|
1267
|
+
* const results = await client.kb.search('quarterly revenue', { num: 5 });
|
|
1268
|
+
* results.forEach(chunk => console.log(chunk.content));
|
|
1269
|
+
* ```
|
|
1270
|
+
*/
|
|
1271
|
+
search(query: string, options?: KBSearchOptions): Promise<Chunk[]>;
|
|
1272
|
+
}
|
|
1273
|
+
|
|
1274
|
+
/**
|
|
1275
|
+
* Timeline Module
|
|
1276
|
+
*
|
|
1277
|
+
* Provides access to timeline feeds based on user's followed entities.
|
|
1278
|
+
*
|
|
1279
|
+
* NOTE: This module uses internal APIs that are not documented in the public OpenAPI spec.
|
|
1280
|
+
* These endpoints may change without notice.
|
|
1281
|
+
*/
|
|
1282
|
+
|
|
1283
|
+
interface TimelineOptions {
|
|
1284
|
+
num?: number;
|
|
1285
|
+
}
|
|
1286
|
+
declare class TimelineModule {
|
|
1287
|
+
private client;
|
|
1288
|
+
constructor(client: Reportify);
|
|
1289
|
+
/**
|
|
1290
|
+
* Get timeline for followed companies
|
|
1291
|
+
*
|
|
1292
|
+
* @deprecated This method uses an internal API not documented in the public OpenAPI spec.
|
|
1293
|
+
*
|
|
1294
|
+
* Returns recent content related to companies the user is following.
|
|
1295
|
+
*
|
|
1296
|
+
* @param options.num - Number of items to return (default: 10, max: 100)
|
|
1297
|
+
*/
|
|
1298
|
+
companies(options?: TimelineOptions): Promise<Document[]>;
|
|
1299
|
+
/**
|
|
1300
|
+
* Get timeline for followed topics
|
|
1301
|
+
*
|
|
1302
|
+
* @deprecated This method uses an internal API not documented in the public OpenAPI spec.
|
|
1303
|
+
*
|
|
1304
|
+
* Returns recent content related to custom topics the user is following.
|
|
1305
|
+
*
|
|
1306
|
+
* @param options.num - Number of items to return
|
|
1307
|
+
*/
|
|
1308
|
+
topics(options?: TimelineOptions): Promise<Document[]>;
|
|
1309
|
+
/**
|
|
1310
|
+
* Get timeline for followed professional institutes
|
|
1311
|
+
*
|
|
1312
|
+
* @deprecated This method uses an internal API not documented in the public OpenAPI spec.
|
|
1313
|
+
*
|
|
1314
|
+
* Returns recent content from research institutions, banks, etc.
|
|
1315
|
+
*
|
|
1316
|
+
* @param options.num - Number of items to return
|
|
1317
|
+
*/
|
|
1318
|
+
institutes(options?: TimelineOptions): Promise<Document[]>;
|
|
1319
|
+
/**
|
|
1320
|
+
* Get timeline for followed public media
|
|
1321
|
+
*
|
|
1322
|
+
* @deprecated This method uses an internal API not documented in the public OpenAPI spec.
|
|
1323
|
+
*
|
|
1324
|
+
* Returns recent content from public media accounts.
|
|
1325
|
+
*
|
|
1326
|
+
* @param options.num - Number of items to return
|
|
1327
|
+
*/
|
|
1328
|
+
publicMedia(options?: TimelineOptions): Promise<Document[]>;
|
|
1329
|
+
/**
|
|
1330
|
+
* Get timeline for followed social media
|
|
1331
|
+
*
|
|
1332
|
+
* @deprecated This method uses an internal API not documented in the public OpenAPI spec.
|
|
1333
|
+
*
|
|
1334
|
+
* Returns recent content from social media accounts.
|
|
1335
|
+
*
|
|
1336
|
+
* @param options.num - Number of items to return
|
|
1337
|
+
*/
|
|
1338
|
+
socialMedia(options?: TimelineOptions): Promise<Document[]>;
|
|
1339
|
+
}
|
|
1340
|
+
|
|
1341
|
+
/**
|
|
1342
|
+
* User Module
|
|
1343
|
+
*
|
|
1344
|
+
* Provides access to user-related tools and data.
|
|
1345
|
+
*/
|
|
1346
|
+
|
|
1347
|
+
declare class UserModule {
|
|
1348
|
+
private client;
|
|
1349
|
+
constructor(client: Reportify);
|
|
1350
|
+
/**
|
|
1351
|
+
* Get all companies followed by the user
|
|
1352
|
+
*
|
|
1353
|
+
* Returns a list of companies that the user is following,
|
|
1354
|
+
* including company details like symbol, name, logo, and follow timestamp.
|
|
1355
|
+
*
|
|
1356
|
+
* @example
|
|
1357
|
+
* ```typescript
|
|
1358
|
+
* const companies = await client.user.followedCompanies();
|
|
1359
|
+
* companies.forEach(company => {
|
|
1360
|
+
* console.log(`${company.symbol}: ${company.name}`);
|
|
1361
|
+
* });
|
|
1362
|
+
* ```
|
|
1363
|
+
*/
|
|
1364
|
+
followedCompanies(): Promise<FollowedCompany[]>;
|
|
1365
|
+
}
|
|
1366
|
+
|
|
907
1367
|
/**
|
|
908
1368
|
* Reportify Client
|
|
909
1369
|
*
|
|
@@ -929,11 +1389,15 @@ declare class Reportify {
|
|
|
929
1389
|
private baseUrl;
|
|
930
1390
|
private timeout;
|
|
931
1391
|
readonly stock: StockModule;
|
|
932
|
-
readonly timeline: TimelineModule;
|
|
933
|
-
readonly kb: KBModule;
|
|
934
1392
|
readonly docs: DocsModule;
|
|
935
1393
|
readonly quant: QuantModule;
|
|
936
1394
|
readonly concepts: ConceptsModule;
|
|
1395
|
+
readonly channels: ChannelsModule;
|
|
1396
|
+
readonly chat: ChatModule;
|
|
1397
|
+
readonly agent: AgentModule;
|
|
1398
|
+
readonly kb: KBModule;
|
|
1399
|
+
readonly timeline: TimelineModule;
|
|
1400
|
+
readonly user: UserModule;
|
|
937
1401
|
constructor(config: ReportifyConfig);
|
|
938
1402
|
/**
|
|
939
1403
|
* Make an HTTP request to the API
|
|
@@ -950,6 +1414,14 @@ declare class Reportify {
|
|
|
950
1414
|
* Make a POST request
|
|
951
1415
|
*/
|
|
952
1416
|
post<T = unknown>(path: string, body?: Record<string, unknown>): Promise<T>;
|
|
1417
|
+
/**
|
|
1418
|
+
* Make a DELETE request
|
|
1419
|
+
*/
|
|
1420
|
+
delete<T = unknown>(path: string, body?: Record<string, unknown>): Promise<T>;
|
|
1421
|
+
/**
|
|
1422
|
+
* Make a GET request and return raw bytes (for file downloads)
|
|
1423
|
+
*/
|
|
1424
|
+
getBytes(path: string): Promise<ArrayBuffer>;
|
|
953
1425
|
/**
|
|
954
1426
|
* Search documents across all categories
|
|
955
1427
|
*
|
|
@@ -974,12 +1446,44 @@ declare class Reportify {
|
|
|
974
1446
|
searchReports(query: string, options?: SearchOptions): Promise<Document[]>;
|
|
975
1447
|
/**
|
|
976
1448
|
* Search company filings
|
|
1449
|
+
* @param query - Search query string
|
|
1450
|
+
* @param symbols - Required: Stock symbols to filter by
|
|
1451
|
+
* @param options - Search options
|
|
1452
|
+
*/
|
|
1453
|
+
searchFilings(query: string, symbols: string[], options?: Omit<SearchOptions, 'symbols' | 'categories' | 'industries' | 'channelIds'>): Promise<Document[]>;
|
|
1454
|
+
/**
|
|
1455
|
+
* Search earnings pack documents (Financial reports, Earnings call transcripts, etc.)
|
|
1456
|
+
* @param query - Search query string
|
|
1457
|
+
* @param symbols - Required: Stock symbols to filter by
|
|
1458
|
+
* @param options - Search options
|
|
1459
|
+
*/
|
|
1460
|
+
searchEarningsPack(query: string, symbols: string[], options?: Omit<SearchOptions, 'symbols' | 'categories' | 'industries' | 'channelIds'>): Promise<Document[]>;
|
|
1461
|
+
/**
|
|
1462
|
+
* Search conference call transcripts
|
|
1463
|
+
* @param query - Search query string
|
|
1464
|
+
* @param symbols - Required: Stock symbols to filter by
|
|
1465
|
+
* @param options - Search options
|
|
1466
|
+
*/
|
|
1467
|
+
searchConferenceCalls(query: string, symbols: string[], options?: Omit<SearchOptions, 'symbols' | 'categories' | 'industries' | 'channelIds'>): Promise<Document[]>;
|
|
1468
|
+
/**
|
|
1469
|
+
* Search minutes transcripts (Conference calls, IR meetings)
|
|
1470
|
+
* @param query - Search query string
|
|
1471
|
+
* @param options - Search options
|
|
1472
|
+
*/
|
|
1473
|
+
searchMinutes(query: string, options?: SearchOptions): Promise<Document[]>;
|
|
1474
|
+
/**
|
|
1475
|
+
* Search social media content
|
|
1476
|
+
*/
|
|
1477
|
+
searchSocials(query: string, options?: SearchOptions): Promise<Document[]>;
|
|
1478
|
+
/**
|
|
1479
|
+
* Search webpage content
|
|
977
1480
|
*/
|
|
978
|
-
|
|
1481
|
+
searchWebpages(query: string, options?: Omit<SearchOptions, 'symbols' | 'categories' | 'industries' | 'channelIds'>): Promise<Document[]>;
|
|
979
1482
|
/**
|
|
1483
|
+
* @deprecated Use searchConferenceCalls instead
|
|
980
1484
|
* Search earnings call transcripts
|
|
981
1485
|
*/
|
|
982
|
-
searchTranscripts(query: string, options?: SearchOptions): Promise<Document[]>;
|
|
1486
|
+
searchTranscripts(query: string, symbols: string[], options?: Omit<SearchOptions, 'symbols' | 'categories' | 'industries' | 'channelIds'>): Promise<Document[]>;
|
|
983
1487
|
}
|
|
984
1488
|
|
|
985
|
-
export { APIError, AuthenticationError, type BacktestParams, type BacktestResult, type BatchOHLCVParams, type Chunk, type CompanyInfo, type CompanyOverview, type Concept, type ConceptDoc, type ConceptEvent, type ConceptFeed, type ConceptStock, ConceptsModule, DocsModule, type Document, type EarningsEvent, type FactorComputeParams, type FactorMeta, type FinancialStatement, type IPOEvent, type IPOStatus, type IndexConstituent, type IndexFund, type IndicatorComputeParams, type IndicatorData, type IndicatorMeta, type IndustryConstituent,
|
|
1489
|
+
export { APIError, type AgentConversation, type AgentMessage, AgentModule, AuthenticationError, type BacktestParams, type BacktestResult, type BatchOHLCVParams, type Calendar, type Channel, ChannelsModule, type ChatCompletionOptions, type ChatCompletionResponse, type ChatMode, ChatModule, type Chunk, type ChunkSearchOptions, type CompanyInfo, type CompanyOverview, type Concept, type ConceptDoc, type ConceptEvent, type ConceptFeed, type ConceptStock, ConceptsModule, type DocsListOptions, DocsModule, type Document, type DocumentInput, type EarningsEvent, type FactorComputeParams, type FactorMeta, type FinancialStatement, type FollowedCompany, type IPOEvent, type IPOStatus, type IndexConstituent, type IndexFund, type IndicatorComputeParams, type IndicatorData, type IndicatorMeta, type IndustryConstituent, KBModule, type KBSearchOptions, type Market, NotFoundError, type OHLCVData, type OHLCVParams, type PaginatedResponse, type Period, type PriceData, QuantModule, type Quote, RateLimitError, Reportify, type ReportifyConfig, ReportifyError, type ScreenParams, type ScreenedStock, type SearchOptions, type Shareholder, type ShareholderType, type StockInfo, type StockMarket, StockModule, TimelineModule, type TimelineOptions, type UploadDocRequest, UserModule };
|