kensho-kfinance 2.7.0__py3-none-any.whl → 2.9.0__py3-none-any.whl
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- {kensho_kfinance-2.7.0.dist-info → kensho_kfinance-2.9.0.dist-info}/METADATA +2 -2
- kensho_kfinance-2.9.0.dist-info/RECORD +70 -0
- kfinance/CHANGELOG.md +6 -0
- kfinance/decimal_with_unit.py +78 -0
- kfinance/fetch.py +15 -16
- kfinance/kfinance.py +108 -122
- kfinance/meta_classes.py +28 -27
- kfinance/models/business_relationship_models.py +26 -0
- kfinance/models/capitalization_models.py +90 -0
- kfinance/models/competitor_models.py +13 -0
- kfinance/models/currency_models.py +345 -0
- kfinance/models/date_and_period_models.py +48 -0
- kfinance/models/id_models.py +7 -0
- kfinance/models/industry_models.py +12 -0
- kfinance/{constants.py → models/line_item_models.py} +1 -165
- kfinance/models/permission_models.py +15 -0
- kfinance/models/price_models.py +70 -0
- kfinance/models/segment_models.py +8 -0
- kfinance/models/statement_models.py +9 -0
- kfinance/tests/test_batch_requests.py +61 -31
- kfinance/tests/test_client.py +1 -1
- kfinance/tests/test_decimal_with_unit.py +60 -0
- kfinance/tests/test_example_notebook.py +1 -0
- kfinance/tests/test_fetch.py +23 -12
- kfinance/tests/test_models/__init__.py +0 -0
- kfinance/tests/test_models/test_capitalization_models.py +83 -0
- kfinance/tests/test_models/test_price_models.py +58 -0
- kfinance/tests/test_objects.py +107 -57
- kfinance/tests/test_tools.py +35 -11
- kfinance/tool_calling/get_advisors_for_company_in_transaction_from_identifier.py +10 -7
- kfinance/tool_calling/get_business_relationship_from_identifier.py +2 -1
- kfinance/tool_calling/get_capitalization_from_identifier.py +4 -5
- kfinance/tool_calling/get_competitors_from_identifier.py +2 -1
- kfinance/tool_calling/get_cusip_from_ticker.py +1 -1
- kfinance/tool_calling/get_earnings.py +1 -1
- kfinance/tool_calling/get_financial_line_item_from_identifier.py +3 -1
- kfinance/tool_calling/get_financial_statement_from_identifier.py +3 -1
- kfinance/tool_calling/get_history_metadata_from_identifier.py +2 -1
- kfinance/tool_calling/get_info_from_identifier.py +1 -1
- kfinance/tool_calling/get_isin_from_ticker.py +1 -1
- kfinance/tool_calling/get_latest.py +2 -1
- kfinance/tool_calling/get_latest_earnings.py +1 -1
- kfinance/tool_calling/get_merger_info_from_transaction_id.py +6 -5
- kfinance/tool_calling/get_mergers_from_identifier.py +4 -1
- kfinance/tool_calling/get_n_quarters_ago.py +2 -1
- kfinance/tool_calling/get_next_earnings.py +1 -1
- kfinance/tool_calling/get_prices_from_identifier.py +4 -3
- kfinance/tool_calling/get_segments_from_identifier.py +3 -1
- kfinance/tool_calling/get_transcript.py +1 -1
- kfinance/tool_calling/resolve_identifier.py +1 -1
- kfinance/tool_calling/shared_models.py +1 -1
- kfinance/version.py +2 -2
- kensho_kfinance-2.7.0.dist-info/RECORD +0 -54
- {kensho_kfinance-2.7.0.dist-info → kensho_kfinance-2.9.0.dist-info}/WHEEL +0 -0
- {kensho_kfinance-2.7.0.dist-info → kensho_kfinance-2.9.0.dist-info}/licenses/AUTHORS.md +0 -0
- {kensho_kfinance-2.7.0.dist-info → kensho_kfinance-2.9.0.dist-info}/licenses/LICENSE +0 -0
- {kensho_kfinance-2.7.0.dist-info → kensho_kfinance-2.9.0.dist-info}/top_level.txt +0 -0
- /kfinance/{tests/scratch.py → models/__init__.py} +0 -0
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from pydantic import BaseModel, Field
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from kfinance.constants import Permission
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from kfinance.kfinance import MergerOrAcquisition
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from kfinance.models.permission_models import Permission
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from kfinance.tool_calling.shared_models import KfinanceTool
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kfinance_api_client=self.kfinance_client.kfinance_api_client,
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transaction_id=transaction_id,
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merger_title=None,
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closed_date=None,
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)
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merger_timeline = merger_or_acquisition.get_timeline
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merger_participants = merger_or_acquisition.get_participants
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else None,
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"participants": {
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"target": {
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"company_id": merger_participants["target"].company_id,
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"company_name": merger_participants["target"].name,
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"company_id": merger_participants["target"].company.company_id,
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"company_name": merger_participants["target"].company.name,
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},
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"buyers": [
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{"company_id": buyer.company_id, "company_name": buyer.name}
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{"company_id": buyer.company.company_id, "company_name": buyer.company.name}
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for buyer in merger_participants["buyers"]
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],
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"sellers": [
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{"company_id": seller.company_id, "company_name": seller.name}
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{"company_id": seller.company.company_id, "company_name": seller.company.name}
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for seller in merger_participants["sellers"]
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],
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}
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from pydantic import BaseModel
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from kfinance.
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from kfinance.models.permission_models import Permission
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from kfinance.tool_calling.shared_models import KfinanceTool, ToolArgsWithIdentifier
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{
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"transaction_id": merger_or_acquisition.transaction_id,
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"merger_title": merger_or_acquisition.merger_title,
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"closed_date": merger_or_acquisition.closed_date,
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}
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for merger_or_acquisition in mergers_and_acquisitions["target"]
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{
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"transaction_id": merger_or_acquisition.transaction_id,
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"merger_title": merger_or_acquisition.merger_title,
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"closed_date": merger_or_acquisition.closed_date,
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}
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{
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"transaction_id": merger_or_acquisition.transaction_id,
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"merger_title": merger_or_acquisition.merger_title,
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"closed_date": merger_or_acquisition.closed_date,
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}
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for merger_or_acquisition in mergers_and_acquisitions["seller"]
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from pydantic import BaseModel, Field
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from kfinance.
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from kfinance.models.date_and_period_models import YearAndQuarter
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from kfinance.models.permission_models import Permission
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from kfinance.constants import Permission
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from kfinance.models.permission_models import Permission
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end_date: date | None = None,
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periodicity: Periodicity = Periodicity.day,
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) -> dict:
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ticker = self.kfinance_client.ticker(identifier)
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return ticker.history(
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start_date=start_date.isoformat() if start_date else None,
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end_date=end_date.isoformat() if end_date else None,
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periodicity=periodicity,
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adjusted=adjusted,
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).
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).model_dump(mode="json")
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class KfinanceTool(BaseTool):
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kfinance/version.py
CHANGED
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kensho_kfinance-2.7.0.dist-info/licenses/AUTHORS.md,sha256=0h9ClbI0pu1oKj1M28ROUsaxrbZg-6ukQGl6X4y9noI,68
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kensho_kfinance-2.7.0.dist-info/licenses/LICENSE,sha256=bsY4blvSgq6o0FMQ3RXa2NCgco--nHCCchLXzxr6kms,83
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kfinance/CHANGELOG.md,sha256=wNB99rvUBZsLmuCxq9ZtzvNpzeze8YmFz2HMdue3Di4,2175
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kfinance/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
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kfinance/batch_request_handling.py,sha256=G9rhpgQaCdb5C1dsfuJip8383iszibcOJ5k8gxld-tQ,5001
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kfinance/constants.py,sha256=Zh7ruf-gFR6twCy5CUjOCgT_cGX-rgFdmR84AkcztYw,49453
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kfinance/fetch.py,sha256=sDxO3loGNcn2aT8azXR6MlHHLyjYoWIKK1HpN2-fYu0,27682
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kfinance/kfinance.py,sha256=MvEgcSDSiws3beJefQbOh3n8DdC6Wf33wiwf3Jfu6Mg,73194
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kfinance/mcp.py,sha256=MbktclVfBOEwfe-eR7kPaTXopMJmn_8RMlf4Jx5CXKU,3689
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kfinance/meta_classes.py,sha256=ulRNnWZ4P0HURs8XPzCTsJ3SYbvnT4SXyG4dIuITxAo,21766
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kfinance/prompt.py,sha256=PtVB8c_FcSlVdyGgByAnIFGzuUuBaEjciCqnBJl1hSQ,25133
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kfinance/py.typed,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
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kfinance/pydantic_models.py,sha256=avpbPqwrAyLqsCbrmFpK_B8_fj1nPlBHrnPxRcBaSkE,774
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kfinance/server_thread.py,sha256=jUnt1YGoYDkqqz1MbCwd44zJs1T_Z2BCgvj75bdtLgA,2574
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kfinance/version.py,sha256=t0tYtjmuqfTGJQNs3pmrehzkGSiJlTwAuPRgzmcsAVU,511
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kfinance/tests/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
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kfinance/tests/conftest.py,sha256=dhL_RSc-af3j-2_UrAGRE9mxgcbjuIRtj08DTx79pQc,1123
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kfinance/tests/scratch.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
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kfinance/tests/test_batch_requests.py,sha256=2A0XnDDDSPkq0-BuiRryZx8b9_jBDtjYd2kWxFVyRew,10140
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kfinance/tests/test_client.py,sha256=_OJ8fZ14aa7Oj2znheuRIRKz7FyQLqwkhWexEZetxmg,3855
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kfinance/tests/test_example_notebook.py,sha256=XHwDKw2avyMonTmi3snCcFWNfZhEJOkpBGOZNrMLrhk,6470
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kfinance/tests/test_fetch.py,sha256=mIj61dd843p3D1qtTAO60rZi6Rax0NgefOTTiBFrQcQ,17887
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kfinance/tests/test_group_objects.py,sha256=SoMEZmkG4RYdgWOAwxLHHtzIQho92KM01YbQXPUg578,1689
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kfinance/tests/test_objects.py,sha256=YlpxjlT1kJsDf4SgTZkhhthODwCnwNukJF_wvi11p3A,40805
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kfinance/tests/test_tools.py,sha256=nq6xfnUYBm4uF_iGe2iLv6SXFesbEy4QyBk4ldXyhPk,30097
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kfinance/tool_calling/README.md,sha256=omJq7Us6r4U45QB7hRpLjRJ5BMalCkZkh4uXBjTbJXc,2022
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kfinance/tool_calling/__init__.py,sha256=UmtbtG6PvQHB1fInEL-K5q0kPHL__zTY9wzaPRSp1wg,2174
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kfinance/tool_calling/get_advisors_for_company_in_transaction_from_identifier.py,sha256=rrUVesFG3EpdVnvML42o6apJyBfWOBk0iYydJgIZaig,1615
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kfinance/tool_calling/get_business_relationship_from_identifier.py,sha256=vILN4k2NGCIrpgWiT_p7CLwDv_uQf9qXwojmQwDRsJo,1480
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kfinance/tool_calling/get_capitalization_from_identifier.py,sha256=7n52UH0oug6KspPxCQsRinb6WPC4M5UNK1CFhQxKAaE,1529
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kfinance/tool_calling/get_competitors_from_identifier.py,sha256=RZ1ngeeZee12GOKUvw1rpzij9A55Zfs3MTt6O-DC98M,1096
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kfinance/tool_calling/get_cusip_from_ticker.py,sha256=P4J2JS0_jwmfBWD9k-URlJ0gPFsgTkglivN-d3fA9Ek,652
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kfinance/tool_calling/get_earnings.py,sha256=53mpdno7uaVMQVQXC_IXYEGvBh2kM7e41SFxI9LG--A,1230
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kfinance/tool_calling/get_financial_line_item_from_identifier.py,sha256=iQywFZzXQdvL3oSWPHZJ6v1kifR27tsHLcXa6089Wls,2161
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kfinance/tool_calling/get_financial_statement_from_identifier.py,sha256=4nJvQBaZZpD9-cKBONEimicUsQxIftFfdVj7rRqdUck,1914
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kfinance/tool_calling/get_history_metadata_from_identifier.py,sha256=N-ZXYMT0YGIcTmCEAKgs5IK134WKFeuVzrGyPYIliXM,734
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kfinance/tool_calling/get_info_from_identifier.py,sha256=XRan7nKa0FQuBF0i8UmoN2E0FOMEx34N8H-El4J51E0,772
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kfinance/tool_calling/get_isin_from_ticker.py,sha256=iy4p8dhOpkooPZP8BPQRijsZbDbuAf9WyV5t8zBGMi8,646
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kfinance/tool_calling/get_latest.py,sha256=CHtR8MvUdOxI63kWVWFONUaqlHPhSrE9qv96RRCJsiw,792
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kfinance/tool_calling/get_latest_earnings.py,sha256=lUahH0G-QbxxeN4ClF-ETrMACFesw5UXOl9pnssDgzM,1182
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kfinance/tool_calling/get_merger_info_from_transaction_id.py,sha256=uTtUFMtKrN53BxZ53s_HlTyyc4ToO1qIPFUts6IQFu8,3150
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kfinance/tool_calling/get_mergers_from_identifier.py,sha256=Av86oG4Rf4eUYG3aHIzIMwJEkrxKR1CqRYLPnCQN5po,1710
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kfinance/tool_calling/get_n_quarters_ago.py,sha256=R-_Wn-VUYABb7CPD2OQ_xauMAOZoYXW0FPw6ccvw6Ho,719
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kfinance/tool_calling/get_next_earnings.py,sha256=O7bIXqJmvxgBZZ9jjcvN2WGy2KIsBe6YegnymiYJy-E,1162
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kfinance/tool_calling/get_prices_from_identifier.py,sha256=4yTEPWTMqfUfU6JdsD_TQJLEFTNji0wic-8oXtdSqVY,1890
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46
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kfinance/tool_calling/get_segments_from_identifier.py,sha256=-6I5pK_VSNxszUuQX6ne9zr7HFwaeWCFMddmJ3PYA_g,1873
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47
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kfinance/tool_calling/get_transcript.py,sha256=2Vzab47kMw1288AubFXwhNGHtodmy_n2itITgk5szOg,767
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48
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kfinance/tool_calling/prompts.py,sha256=Yw1DJIMh90cjL-8q6_RMRiSjCtFDXvJAy7QiV5_uAU8,911
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49
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kfinance/tool_calling/resolve_identifier.py,sha256=_XEfGtDEB5tnAnseyQaugn4AuNsy6wZe5f-QOh8myko,632
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50
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kfinance/tool_calling/shared_models.py,sha256=2KUY7PLFO-89Y6pYyDNbF8ub8KgWkay16683u8Wvf8Y,3731
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51
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kensho_kfinance-2.7.0.dist-info/METADATA,sha256=MGykZUh-nhnOLxDtjsY_rgKZX73bGLOJ5vg54yO_pY0,6197
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52
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kensho_kfinance-2.7.0.dist-info/WHEEL,sha256=_zCd3N1l69ArxyTb8rzEoP9TpbYXkqRFSNOD5OuxnTs,91
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53
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kensho_kfinance-2.7.0.dist-info/top_level.txt,sha256=kT_kNwVhfQoOAecY8W7uYah5xaHMoHoAdBIvXh6DaKM,9
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54
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kensho_kfinance-2.7.0.dist-info/RECORD,,
|
|
File without changes
|
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File without changes
|
|
File without changes
|
|
File without changes
|
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File without changes
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