aipa-cli 0.1.43__tar.gz → 0.1.45__tar.gz

{aipa_cli-0.1.43 → aipa_cli-0.1.45}/CHANGELOG.md

@@ -5,6 +5,25 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [0.1.45] - 2026-05-31
+
+### Added
+- `--period` flag to `fundamentals ratios` for quarter-specific queries (e.g. `"2024 Q2"`)
+
+### Changed
+- Updated all skill docs: added "report"/"báo cáo" fundamentals hint, added `--period` docs for `ratios`
+
+## [0.1.44] - 2026-05-31
+
+### Added
+- `--year` flag to `fundamentals rank` and `fundamentals screen` for historical year filtering
+- `--period` flag to `fundamentals rank` and `fundamentals screen` for quarter-specific queries (e.g. `"2024 Q2"`)
+- Reporting period (e.g. `period=2025`, `period=2026 Q1`) in headers of `fundamentals ratios`, `rank`, and `screen`
+
+### Changed
+- Updated docs (AGENTS.md, skill files) with new flags and version gate >=0.1.44
+- Bump SDK dependency to >=0.1.23
+
 ## [0.1.43] - 2026-05-31
 
 ### Added

{aipa_cli-0.1.43 → aipa_cli-0.1.45}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: aipa-cli
-Version: 0.1.43
+Version: 0.1.45
 Summary: Terminal TUI for AI-powered ticker analysis
 Project-URL: Homepage, https://github.com/quanhua92/aipriceaction
 Project-URL: Repository, https://github.com/quanhua92/aipriceaction
@@ -15,7 +15,7 @@ Classifier: Programming Language :: Python :: 3
 Classifier: Programming Language :: Python :: 3.13
 Classifier: Topic :: Office/Business :: Financial
 Requires-Python: >=3.13
-Requires-Dist: aipriceaction>=0.1.21
+Requires-Dist: aipriceaction>=0.1.23
 Requires-Dist: langchain-core
 Requires-Dist: langchain-openai
 Requires-Dist: langgraph

{aipa_cli-0.1.43 → aipa_cli-0.1.45}/pyproject.toml

@@ -9,7 +9,7 @@ license = "MIT"
 readme = "README.md"
 requires-python = ">=3.13"
 dependencies = [
-    "aipriceaction>=0.1.21",
+    "aipriceaction>=0.1.23",
     "textual>=3.0.0",
     "textual-autocomplete>=4.0.6",
     "textual-plotext>=0.4.1",

{aipa_cli-0.1.43 → aipa_cli-0.1.45}/src/aipriceaction_terminal/__init__.py

@@ -1,4 +1,4 @@
 """AIPriceAction Terminal - TUI chat interface for ticker analysis."""
 
-__version__ = "0.1.43"
+__version__ = "0.1.45"
 

{aipa_cli-0.1.43 → aipa_cli-0.1.45}/src/aipriceaction_terminal/cli.py

@@ -148,6 +148,7 @@ def run():
     p_fund_ratios.add_argument("--latest", action="store_true", help="Show only latest period (quarterly or yearly)")
     p_fund_ratios.add_argument("--yearly", action="store_true", help="Show only yearly reports")
     p_fund_ratios.add_argument("--year", type=int, default=None, help="Show specific year")
+    p_fund_ratios.add_argument("--period", type=str, default=None, help="Specific period like '2024' or '2024 Q2'")
     p_fund_ratios.add_argument("--no-yearly", action="store_true", help="Include quarterly reports (default, same as omitting the flag)")
     p_fund_ratios.add_argument("--category", default=None,
         choices=["valuation", "profitability", "leverage", "liquidity", "bank", "efficiency"],
@@ -157,6 +158,8 @@ def run():
     p_fund_rank = fund_sub.add_parser("rank", help="Rank tickers by a fundamental field")
     p_fund_rank.add_argument("--latest", action="store_true", help="Use latest period (quarterly or yearly) instead of yearly only")
     p_fund_rank.add_argument("--yearly", action="store_true", help="Use yearly reports only (default)")
+    p_fund_rank.add_argument("--year", type=int, default=None, help="Specific year (e.g. 2024)")
+    p_fund_rank.add_argument("--period", type=str, default=None, help="Specific period like '2024' or '2024 Q2'")
     p_fund_rank.add_argument("--sort-by", default="roe", choices=_fund_sort_choices)
     p_fund_rank.add_argument("--direction", default="desc", choices=["desc", "asc"])
     p_fund_rank.add_argument("--limit", type=int, default=10)
@@ -167,6 +170,8 @@ def run():
     p_fund_screen = fund_sub.add_parser("screen", help="Screen tickers by fundamental criteria")
     p_fund_screen.add_argument("--latest", action="store_true", help="Use latest period (quarterly or yearly) instead of yearly only")
     p_fund_screen.add_argument("--yearly", action="store_true", help="Use yearly reports only (default)")
+    p_fund_screen.add_argument("--year", type=int, default=None, help="Specific year (e.g. 2024)")
+    p_fund_screen.add_argument("--period", type=str, default=None, help="Specific period like '2024' or '2024 Q2'")
     p_fund_screen.add_argument("tickers", nargs="*", default=[], help="Ticker symbols (default: all VN)")
     p_fund_screen.add_argument("--watchlist", default=None, help="Use watchlist as ticker source")
     p_fund_screen.add_argument("--source", default=None)

{aipa_cli-0.1.43 → aipa_cli-0.1.45}/src/aipriceaction_terminal/cli_commands.py

@@ -793,7 +793,14 @@ def _fund_ratios(args) -> None:
         return
 
     entries = fr.ratios
-    if args.year is not None:
+    if args.period is not None:
+        from aipriceaction.fundamental_ranking import _parse_period
+        p_year, p_q = _parse_period(args.period)
+        if p_q is not None:
+            entries = [r for r in entries if r.year_report == p_year and r.length_report == p_q]
+        else:
+            entries = [r for r in entries if r.year_report == p_year]
+    elif args.year is not None:
         entries = [r for r in entries if r.year_report == args.year]
     elif args.latest:
         entries = entries[:1]
@@ -811,8 +818,7 @@ def _fund_ratios(args) -> None:
     categories = [args.category] if args.category else list(_CATEGORY_FIELDS.keys())
 
     for entry in entries:
-        period_type = "yearly" if entry.length_report in (5, 12) else f"Q{entry.length_report}"
-        print(f"\n=== {ticker} Financial Ratios (year={entry.year_report}, {period_type}) ===")
+        print(f"\n=== {ticker} Financial Ratios (period={_period_str(entry)}) ===")
 
         for cat_name in categories:
             fields = _CATEGORY_FIELDS[cat_name]
@@ -827,6 +833,16 @@ def _fund_ratios(args) -> None:
     print(f"\n  Total entries: {fr.count}  |  Showing: {len(entries)}")
 
 
+def _period_str(entry) -> str:
+    if entry is None:
+        return "N/A"
+    length = entry.length_report
+    year = entry.year_report
+    if length in (5, 12) or entry.ratio_type == "RATIO_YEAR":
+        return str(year)
+    return f"{year} Q{length}"
+
+
 def _fund_rank(args) -> None:
     import pandas as pd
 
@@ -847,6 +863,8 @@ def _fund_rank(args) -> None:
         limit=args.limit,
         source=_resolve_source(args.source),
         yearly_only=not args.latest,
+        year=args.year,
+        period=args.period,
     )
 
     if not entries:
@@ -874,8 +892,14 @@ def _fund_rank(args) -> None:
             "industry": (e.industry or "")[:25],
         })
 
+    if args.period:
+        period = args.period
+    elif entries:
+        period = _period_str(entries[0].latest_ratio)
+    else:
+        period = "latest" if args.latest else "yearly"
     df = pd.DataFrame(rows)
-    print(f"\n=== Top {len(entries)} by {sort_field} ({args.direction}) ===")
+    print(f"\n=== Top {len(entries)} by {sort_field} ({args.direction}, period={period}) ===")
     print(df.to_string(index=False))
 
 
@@ -899,6 +923,8 @@ def _fund_screen(args) -> None:
         limit=args.limit,
         source=_resolve_source(args.source),
         yearly_only=not args.latest,
+        year=args.year,
+        period=args.period,
         pe_min=args.pe_min, pe_max=args.pe_max,
         pb_min=args.pb_min, pb_max=args.pb_max,
         roe_min=args.roe_min, roe_max=args.roe_max,
@@ -949,8 +975,14 @@ def _fund_screen(args) -> None:
             filters.append(f"{attr_name}={v}")
     filter_desc = ", ".join(filters) if filters else "no filters"
 
+    if args.period:
+        period = args.period
+    elif entries:
+        period = _period_str(entries[0].latest_ratio)
+    else:
+        period = "latest" if args.latest else "yearly"
     df = pd.DataFrame(rows)
-    print(f"\n=== Screened: {filter_desc} ({len(entries)} match, by {sort_field} {args.direction}) ===")
+    print(f"\n=== Screened: {filter_desc} ({len(entries)} match, by {sort_field} {args.direction}, period={period}) ===")
     print(df.to_string(index=False))