reportify-sdk 0.3.9 → 0.3.11

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 CHANGED
@@ -62,6 +62,8 @@ interface EarningsSearchOptions {
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  endDatetime?: string;
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  fiscalYear?: string;
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  fiscalQuarter?: string;
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+ /** Sort order: 'date_desc' (newest first, default when no query), 'relevance' (recommended when query is provided), 'date_asc' (oldest first) */
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+ sortBy?: 'relevance' | 'date_desc' | 'date_asc';
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  }
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  interface CompanyOverview {
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  symbol: string;
@@ -1390,6 +1392,35 @@ declare class UserModule {
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  * ```
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  */
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  followedCompanies(): Promise<FollowedCompany[]>;
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+ /**
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+ * Follow a company (add to stock watchlist)
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+ *
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+ * @param symbol - Stock symbol in market:ticker format (e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
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+ * @returns The followed company information
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+ *
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+ * @example
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+ * ```typescript
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+ * const result = await client.user.followCompany('US:AAPL');
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+ * console.log(`Followed: ${result.symbol} - ${result.name}`);
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+ * ```
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+ */
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+ followCompany(symbol: string): Promise<FollowedCompany>;
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+ /**
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+ * Unfollow a company (remove from stock watchlist)
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+ *
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+ * @param symbol - Stock symbol in market:ticker format (e.g., US:AAPL, HK:00700)
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+ * @returns Status of the unfollow operation
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+ *
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+ * @example
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+ * ```typescript
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+ * const result = await client.user.unfollowCompany('US:AAPL');
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+ * console.log(`Unfollowed: ${result.symbol}, success: ${result.success}`);
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+ * ```
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+ */
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+ unfollowCompany(symbol: string): Promise<{
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+ symbol: string;
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+ success: boolean;
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+ }>;
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  }
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  /**
@@ -1435,21 +1466,27 @@ declare class SearchModule {
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  */
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  filings(query: string, symbols: string[], options?: Omit<SearchOptions, 'symbols' | 'categories' | 'industries' | 'channelIds'>): Promise<Document[]>;
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  /**
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- * Search earnings call transcripts and slides
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+ * Search for earnings-related conference call transcripts and presentation slides.
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+ * Query is optional - if not provided, returns documents in reverse chronological order;
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+ * if provided, results are sorted by relevance by default.
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  *
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- * @param query - Search query string
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  * @param symbols - Stock symbols in market:ticker format (required, e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
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- * @param options - Search options including fiscal year/quarter filters
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+ * @param options - Search options including query, fiscal year/quarter filters, and sort order
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  */
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- conferenceCalls(query: string, symbols: string[], options?: EarningsSearchOptions): Promise<Document[]>;
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+ conferenceCalls(symbols: string[], options?: EarningsSearchOptions & {
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+ query?: string;
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+ }): Promise<Document[]>;
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  /**
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- * Search earnings financial reports
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+ * Search for earnings-related documents submitted to exchanges, including quarterly reports,
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+ * semi-annual reports, and annual reports. Query is optional - if not provided, returns
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+ * documents in reverse chronological order; if provided, results are sorted by relevance by default.
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  *
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- * @param query - Search query string
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  * @param symbols - Stock symbols in market:ticker format (required, e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
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- * @param options - Search options including fiscal year/quarter filters
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+ * @param options - Search options including query, fiscal year/quarter filters, and sort order
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  */
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- earningsPack(query: string, symbols: string[], options?: EarningsSearchOptions): Promise<Document[]>;
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+ earningsPack(symbols: string[], options?: EarningsSearchOptions & {
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+ query?: string;
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+ }): Promise<Document[]>;
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  /**
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  * Search conference calls and IR (Investor Relations) meetings
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  */
package/dist/index.d.ts CHANGED
@@ -62,6 +62,8 @@ interface EarningsSearchOptions {
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  endDatetime?: string;
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  fiscalYear?: string;
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  fiscalQuarter?: string;
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+ /** Sort order: 'date_desc' (newest first, default when no query), 'relevance' (recommended when query is provided), 'date_asc' (oldest first) */
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+ sortBy?: 'relevance' | 'date_desc' | 'date_asc';
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  }
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  interface CompanyOverview {
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  symbol: string;
@@ -1390,6 +1392,35 @@ declare class UserModule {
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  * ```
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  */
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  followedCompanies(): Promise<FollowedCompany[]>;
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+ /**
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+ * Follow a company (add to stock watchlist)
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+ *
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+ * @param symbol - Stock symbol in market:ticker format (e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
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+ * @returns The followed company information
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+ *
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+ * @example
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+ * ```typescript
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+ * const result = await client.user.followCompany('US:AAPL');
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+ * console.log(`Followed: ${result.symbol} - ${result.name}`);
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+ * ```
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+ */
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+ followCompany(symbol: string): Promise<FollowedCompany>;
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+ /**
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+ * Unfollow a company (remove from stock watchlist)
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+ *
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+ * @param symbol - Stock symbol in market:ticker format (e.g., US:AAPL, HK:00700)
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+ * @returns Status of the unfollow operation
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+ *
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+ * @example
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+ * ```typescript
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+ * const result = await client.user.unfollowCompany('US:AAPL');
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+ * console.log(`Unfollowed: ${result.symbol}, success: ${result.success}`);
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+ * ```
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+ */
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+ unfollowCompany(symbol: string): Promise<{
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+ symbol: string;
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+ success: boolean;
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+ }>;
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  }
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  /**
@@ -1435,21 +1466,27 @@ declare class SearchModule {
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  */
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  filings(query: string, symbols: string[], options?: Omit<SearchOptions, 'symbols' | 'categories' | 'industries' | 'channelIds'>): Promise<Document[]>;
1437
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  /**
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- * Search earnings call transcripts and slides
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+ * Search for earnings-related conference call transcripts and presentation slides.
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+ * Query is optional - if not provided, returns documents in reverse chronological order;
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+ * if provided, results are sorted by relevance by default.
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  *
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- * @param query - Search query string
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  * @param symbols - Stock symbols in market:ticker format (required, e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
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- * @param options - Search options including fiscal year/quarter filters
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+ * @param options - Search options including query, fiscal year/quarter filters, and sort order
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  */
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- conferenceCalls(query: string, symbols: string[], options?: EarningsSearchOptions): Promise<Document[]>;
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+ conferenceCalls(symbols: string[], options?: EarningsSearchOptions & {
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+ query?: string;
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+ }): Promise<Document[]>;
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  /**
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- * Search earnings financial reports
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+ * Search for earnings-related documents submitted to exchanges, including quarterly reports,
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+ * semi-annual reports, and annual reports. Query is optional - if not provided, returns
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+ * documents in reverse chronological order; if provided, results are sorted by relevance by default.
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  *
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- * @param query - Search query string
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  * @param symbols - Stock symbols in market:ticker format (required, e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
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- * @param options - Search options including fiscal year/quarter filters
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+ * @param options - Search options including query, fiscal year/quarter filters, and sort order
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  */
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- earningsPack(query: string, symbols: string[], options?: EarningsSearchOptions): Promise<Document[]>;
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+ earningsPack(symbols: string[], options?: EarningsSearchOptions & {
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+ query?: string;
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+ }): Promise<Document[]>;
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  /**
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  * Search conference calls and IR (Investor Relations) meetings
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  */
package/dist/index.js CHANGED
@@ -1417,6 +1417,49 @@ var UserModule = class {
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  followedAt: company.followed_at
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  }));
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  }
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+ /**
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+ * Follow a company (add to stock watchlist)
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+ *
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+ * @param symbol - Stock symbol in market:ticker format (e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
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+ * @returns The followed company information
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+ *
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+ * @example
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+ * ```typescript
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+ * const result = await client.user.followCompany('US:AAPL');
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+ * console.log(`Followed: ${result.symbol} - ${result.name}`);
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+ * ```
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+ */
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+ async followCompany(symbol) {
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+ const response = await this.client.post("/v1/tools/user/follow-company", { symbol });
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+ return {
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+ symbol: response.symbol,
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+ ticker: response.ticker,
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+ market: response.market,
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+ name: response.name,
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+ chineseName: response.chinese_name,
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+ englishName: response.english_name,
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+ logo: response.logo,
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+ followedAt: response.followed_at
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+ };
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+ }
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+ /**
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+ * Unfollow a company (remove from stock watchlist)
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+ *
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+ * @param symbol - Stock symbol in market:ticker format (e.g., US:AAPL, HK:00700)
1449
+ * @returns Status of the unfollow operation
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+ *
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+ * @example
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+ * ```typescript
1453
+ * const result = await client.user.unfollowCompany('US:AAPL');
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+ * console.log(`Unfollowed: ${result.symbol}, success: ${result.success}`);
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+ * ```
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+ */
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+ async unfollowCompany(symbol) {
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+ return this.client.post(
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+ "/v1/tools/user/unfollow-company",
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+ { symbol }
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+ );
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+ }
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  };
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  // src/search.ts
@@ -1495,18 +1538,20 @@ var SearchModule = class {
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  return response.docs || [];
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  }
1497
1540
  /**
1498
- * Search earnings call transcripts and slides
1541
+ * Search for earnings-related conference call transcripts and presentation slides.
1542
+ * Query is optional - if not provided, returns documents in reverse chronological order;
1543
+ * if provided, results are sorted by relevance by default.
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1544
  *
1500
- * @param query - Search query string
1501
1545
  * @param symbols - Stock symbols in market:ticker format (required, e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
1502
- * @param options - Search options including fiscal year/quarter filters
1546
+ * @param options - Search options including query, fiscal year/quarter filters, and sort order
1503
1547
  */
1504
- async conferenceCalls(query, symbols, options = {}) {
1548
+ async conferenceCalls(symbols, options = {}) {
1505
1549
  const body = {
1506
- query,
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1550
  symbols,
1508
- num: options.num || 10
1551
+ num: options.num || 10,
1552
+ sort_by: options.sortBy || "date_desc"
1509
1553
  };
1554
+ if (options.query) body.query = options.query;
1510
1555
  if (options.startDatetime) body.start_datetime = options.startDatetime;
1511
1556
  if (options.endDatetime) body.end_datetime = options.endDatetime;
1512
1557
  if (options.fiscalYear) body.fiscal_year = options.fiscalYear;
@@ -1515,18 +1560,20 @@ var SearchModule = class {
1515
1560
  return response.docs || [];
1516
1561
  }
1517
1562
  /**
1518
- * Search earnings financial reports
1563
+ * Search for earnings-related documents submitted to exchanges, including quarterly reports,
1564
+ * semi-annual reports, and annual reports. Query is optional - if not provided, returns
1565
+ * documents in reverse chronological order; if provided, results are sorted by relevance by default.
1519
1566
  *
1520
- * @param query - Search query string
1521
1567
  * @param symbols - Stock symbols in market:ticker format (required, e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
1522
- * @param options - Search options including fiscal year/quarter filters
1568
+ * @param options - Search options including query, fiscal year/quarter filters, and sort order
1523
1569
  */
1524
- async earningsPack(query, symbols, options = {}) {
1570
+ async earningsPack(symbols, options = {}) {
1525
1571
  const body = {
1526
- query,
1527
1572
  symbols,
1528
- num: options.num || 10
1573
+ num: options.num || 10,
1574
+ sort_by: options.sortBy || "date_desc"
1529
1575
  };
1576
+ if (options.query) body.query = options.query;
1530
1577
  if (options.startDatetime) body.start_datetime = options.startDatetime;
1531
1578
  if (options.endDatetime) body.end_datetime = options.endDatetime;
1532
1579
  if (options.fiscalYear) body.fiscal_year = options.fiscalYear;
@@ -1670,7 +1717,7 @@ var Reportify = class {
1670
1717
  headers: {
1671
1718
  Authorization: `Bearer ${this.apiKey}`,
1672
1719
  "Content-Type": "application/json",
1673
- "User-Agent": "reportify-sdk-js/0.3.9"
1720
+ "User-Agent": "reportify-sdk-js/0.3.10"
1674
1721
  },
1675
1722
  body: options.body ? JSON.stringify(options.body) : void 0,
1676
1723
  signal: controller.signal
@@ -1731,7 +1778,7 @@ var Reportify = class {
1731
1778
  headers: {
1732
1779
  Authorization: `Bearer ${this.apiKey}`,
1733
1780
  "Content-Type": "application/json",
1734
- "User-Agent": "reportify-sdk-typescript/0.3.9"
1781
+ "User-Agent": "reportify-sdk-typescript/0.3.10"
1735
1782
  }
1736
1783
  });
1737
1784
  if (!response.ok) {
package/dist/index.mjs CHANGED
@@ -1375,6 +1375,49 @@ var UserModule = class {
1375
1375
  followedAt: company.followed_at
1376
1376
  }));
1377
1377
  }
1378
+ /**
1379
+ * Follow a company (add to stock watchlist)
1380
+ *
1381
+ * @param symbol - Stock symbol in market:ticker format (e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
1382
+ * @returns The followed company information
1383
+ *
1384
+ * @example
1385
+ * ```typescript
1386
+ * const result = await client.user.followCompany('US:AAPL');
1387
+ * console.log(`Followed: ${result.symbol} - ${result.name}`);
1388
+ * ```
1389
+ */
1390
+ async followCompany(symbol) {
1391
+ const response = await this.client.post("/v1/tools/user/follow-company", { symbol });
1392
+ return {
1393
+ symbol: response.symbol,
1394
+ ticker: response.ticker,
1395
+ market: response.market,
1396
+ name: response.name,
1397
+ chineseName: response.chinese_name,
1398
+ englishName: response.english_name,
1399
+ logo: response.logo,
1400
+ followedAt: response.followed_at
1401
+ };
1402
+ }
1403
+ /**
1404
+ * Unfollow a company (remove from stock watchlist)
1405
+ *
1406
+ * @param symbol - Stock symbol in market:ticker format (e.g., US:AAPL, HK:00700)
1407
+ * @returns Status of the unfollow operation
1408
+ *
1409
+ * @example
1410
+ * ```typescript
1411
+ * const result = await client.user.unfollowCompany('US:AAPL');
1412
+ * console.log(`Unfollowed: ${result.symbol}, success: ${result.success}`);
1413
+ * ```
1414
+ */
1415
+ async unfollowCompany(symbol) {
1416
+ return this.client.post(
1417
+ "/v1/tools/user/unfollow-company",
1418
+ { symbol }
1419
+ );
1420
+ }
1378
1421
  };
1379
1422
 
1380
1423
  // src/search.ts
@@ -1453,18 +1496,20 @@ var SearchModule = class {
1453
1496
  return response.docs || [];
1454
1497
  }
1455
1498
  /**
1456
- * Search earnings call transcripts and slides
1499
+ * Search for earnings-related conference call transcripts and presentation slides.
1500
+ * Query is optional - if not provided, returns documents in reverse chronological order;
1501
+ * if provided, results are sorted by relevance by default.
1457
1502
  *
1458
- * @param query - Search query string
1459
1503
  * @param symbols - Stock symbols in market:ticker format (required, e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
1460
- * @param options - Search options including fiscal year/quarter filters
1504
+ * @param options - Search options including query, fiscal year/quarter filters, and sort order
1461
1505
  */
1462
- async conferenceCalls(query, symbols, options = {}) {
1506
+ async conferenceCalls(symbols, options = {}) {
1463
1507
  const body = {
1464
- query,
1465
1508
  symbols,
1466
- num: options.num || 10
1509
+ num: options.num || 10,
1510
+ sort_by: options.sortBy || "date_desc"
1467
1511
  };
1512
+ if (options.query) body.query = options.query;
1468
1513
  if (options.startDatetime) body.start_datetime = options.startDatetime;
1469
1514
  if (options.endDatetime) body.end_datetime = options.endDatetime;
1470
1515
  if (options.fiscalYear) body.fiscal_year = options.fiscalYear;
@@ -1473,18 +1518,20 @@ var SearchModule = class {
1473
1518
  return response.docs || [];
1474
1519
  }
1475
1520
  /**
1476
- * Search earnings financial reports
1521
+ * Search for earnings-related documents submitted to exchanges, including quarterly reports,
1522
+ * semi-annual reports, and annual reports. Query is optional - if not provided, returns
1523
+ * documents in reverse chronological order; if provided, results are sorted by relevance by default.
1477
1524
  *
1478
- * @param query - Search query string
1479
1525
  * @param symbols - Stock symbols in market:ticker format (required, e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
1480
- * @param options - Search options including fiscal year/quarter filters
1526
+ * @param options - Search options including query, fiscal year/quarter filters, and sort order
1481
1527
  */
1482
- async earningsPack(query, symbols, options = {}) {
1528
+ async earningsPack(symbols, options = {}) {
1483
1529
  const body = {
1484
- query,
1485
1530
  symbols,
1486
- num: options.num || 10
1531
+ num: options.num || 10,
1532
+ sort_by: options.sortBy || "date_desc"
1487
1533
  };
1534
+ if (options.query) body.query = options.query;
1488
1535
  if (options.startDatetime) body.start_datetime = options.startDatetime;
1489
1536
  if (options.endDatetime) body.end_datetime = options.endDatetime;
1490
1537
  if (options.fiscalYear) body.fiscal_year = options.fiscalYear;
@@ -1628,7 +1675,7 @@ var Reportify = class {
1628
1675
  headers: {
1629
1676
  Authorization: `Bearer ${this.apiKey}`,
1630
1677
  "Content-Type": "application/json",
1631
- "User-Agent": "reportify-sdk-js/0.3.9"
1678
+ "User-Agent": "reportify-sdk-js/0.3.10"
1632
1679
  },
1633
1680
  body: options.body ? JSON.stringify(options.body) : void 0,
1634
1681
  signal: controller.signal
@@ -1689,7 +1736,7 @@ var Reportify = class {
1689
1736
  headers: {
1690
1737
  Authorization: `Bearer ${this.apiKey}`,
1691
1738
  "Content-Type": "application/json",
1692
- "User-Agent": "reportify-sdk-typescript/0.3.9"
1739
+ "User-Agent": "reportify-sdk-typescript/0.3.10"
1693
1740
  }
1694
1741
  });
1695
1742
  if (!response.ok) {
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "reportify-sdk",
3
- "version": "0.3.9",
3
+ "version": "0.3.11",
4
4
  "description": "TypeScript SDK for Reportify API - Financial data and document search",
5
5
  "main": "dist/index.js",
6
6
  "module": "dist/index.mjs",