kensho-kfinance 2.8.0__py3-none-any.whl → 2.9.0__py3-none-any.whl

{kensho_kfinance-2.8.0.dist-info → kensho_kfinance-2.9.0.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: kensho-kfinance
-Version: 2.8.0
+Version: 2.9.0
 Summary: Python CLI for kFinance
 Author-email: Luke Brown <luke.brown@kensho.com>, Michelle Keoy <michelle.keoy@kensho.com>, Keith Page <keith.page@kensho.com>, Matthew Rosen <matthew.rosen@kensho.com>, Nick Roshdieh <nick.roshdieh@kensho.com>
 Project-URL: source, https://github.com/kensho-technologies/kfinance
@@ -14,7 +14,7 @@ License-File: LICENSE
 License-File: AUTHORS.md
 Requires-Dist: cachetools<6,>=5.5
 Requires-Dist: click<=9,>=8.2.1
-Requires-Dist: fastmcp<3,>=2
+Requires-Dist: fastmcp<2.10,>=2.9
 Requires-Dist: langchain-core>=0.3.15
 Requires-Dist: langchain-google-genai<3,>=2.1.5
 Requires-Dist: numpy>=1.22.4

{kensho_kfinance-2.8.0.dist-info → kensho_kfinance-2.9.0.dist-info}/RECORD

@@ -1,18 +1,18 @@
-kensho_kfinance-2.8.0.dist-info/licenses/AUTHORS.md,sha256=0h9ClbI0pu1oKj1M28ROUsaxrbZg-6ukQGl6X4y9noI,68
-kensho_kfinance-2.8.0.dist-info/licenses/LICENSE,sha256=bsY4blvSgq6o0FMQ3RXa2NCgco--nHCCchLXzxr6kms,83
-kfinance/CHANGELOG.md,sha256=JaR2dyTzhmue8dt6LVbt8ckSFTuqnJuqP5mYaePs85A,2245
+kensho_kfinance-2.9.0.dist-info/licenses/AUTHORS.md,sha256=0h9ClbI0pu1oKj1M28ROUsaxrbZg-6ukQGl6X4y9noI,68
+kensho_kfinance-2.9.0.dist-info/licenses/LICENSE,sha256=bsY4blvSgq6o0FMQ3RXa2NCgco--nHCCchLXzxr6kms,83
+kfinance/CHANGELOG.md,sha256=vwLoxhyrR2AGSJbkfkvWYjjZQ6UBrfjOPSZq4eM9nok,2280
 kfinance/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 kfinance/batch_request_handling.py,sha256=G9rhpgQaCdb5C1dsfuJip8383iszibcOJ5k8gxld-tQ,5001
 kfinance/decimal_with_unit.py,sha256=U1eJSJ-4zPHkdtHcrfaW9CmmaLPE13MiWJy6odRyeXo,2904
 kfinance/fetch.py,sha256=MSdDddZ_1YdmzCuXqCXwY_vfFLdbdQeCJ6YRQrwCUCI,28157
-kfinance/kfinance.py,sha256=qa8oOFBayT2zIdvDh4Gizg1aF_PNWJrsvoAd1q5Oflg,73225
+kfinance/kfinance.py,sha256=ob5jNO5-aTSfBwknsSVCMLQJD5mWZkPTAZlvsBJ_Z2Y,72584
 kfinance/mcp.py,sha256=MbktclVfBOEwfe-eR7kPaTXopMJmn_8RMlf4Jx5CXKU,3689
 kfinance/meta_classes.py,sha256=0wI70PXfQzNbRUW2nYVfxJjqCqqI5EukUIKjaMcrzVA,21804
 kfinance/prompt.py,sha256=PtVB8c_FcSlVdyGgByAnIFGzuUuBaEjciCqnBJl1hSQ,25133
 kfinance/py.typed,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 kfinance/pydantic_models.py,sha256=avpbPqwrAyLqsCbrmFpK_B8_fj1nPlBHrnPxRcBaSkE,774
 kfinance/server_thread.py,sha256=jUnt1YGoYDkqqz1MbCwd44zJs1T_Z2BCgvj75bdtLgA,2574
-kfinance/version.py,sha256=xvvCLYZzL60ATcl_e94czeUS6YcsWE3LumbDKAyCfWM,511
+kfinance/version.py,sha256=pqhLPO2SP7VnEU-lJpoO0qS9x0Kgz8BD6Rgr6J_aK-o,511
 kfinance/models/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 kfinance/models/business_relationship_models.py,sha256=XlkYI_XUegORH4U4oLXjdFIX9Pr9FvQUnFAc67D2M4s,770
 kfinance/models/capitalization_models.py,sha256=jB0MIZ94UOPfVckuS2asED9ARjisrStC_O4KgfHmoJw,3193
@@ -34,14 +34,14 @@ kfinance/tests/test_decimal_with_unit.py,sha256=98zZmSLojWq3FS0e5AuNxv9eluqGVEoq
 kfinance/tests/test_example_notebook.py,sha256=VFS2W_T0yEtd74YiRxj3KA7eEL_fJuCpWwUAkiFqzkc,6501
 kfinance/tests/test_fetch.py,sha256=s8fSkXDtNjDcK_jWQYUO1stx9ElX1I54qG_48WxfBAc,18558
 kfinance/tests/test_group_objects.py,sha256=SoMEZmkG4RYdgWOAwxLHHtzIQho92KM01YbQXPUg578,1689
-kfinance/tests/test_objects.py,sha256=Fd5iYy-Ofzil3xJr5hLflsvvNVwoWfEDDiRZb_-LVKc,41082
+kfinance/tests/test_objects.py,sha256=cpTE22omZATe-2j9jnuchgEiZtNM-wler95ainYoh_o,42471
 kfinance/tests/test_tools.py,sha256=jLrugYTSdK6Cw4SmJxsxdYdJ1S3X7wDcBC7kQAWe75A,31024
 kfinance/tests/test_models/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 kfinance/tests/test_models/test_capitalization_models.py,sha256=E-5eZX0ufdFsmcWATt5agyH4Ks-q8TNO-W6cnYIMOcE,3116
 kfinance/tests/test_models/test_price_models.py,sha256=DHBMAFJ8axat1s_C0tElqcCjw6YhmzF9WWKpKmySwv0,2378
 kfinance/tool_calling/README.md,sha256=omJq7Us6r4U45QB7hRpLjRJ5BMalCkZkh4uXBjTbJXc,2022
 kfinance/tool_calling/__init__.py,sha256=UmtbtG6PvQHB1fInEL-K5q0kPHL__zTY9wzaPRSp1wg,2174
-kfinance/tool_calling/get_advisors_for_company_in_transaction_from_identifier.py,sha256=kL8cnTIsnPBAZcTriKJKL2uFfFFNUuV0PMKVitD2MXQ,1630
+kfinance/tool_calling/get_advisors_for_company_in_transaction_from_identifier.py,sha256=IYpImoYfeq7Ep_IrUZgsSHC0oLSmI1mwuTR_1ftTPMY,1789
 kfinance/tool_calling/get_business_relationship_from_identifier.py,sha256=oPlVpDy4AY8nQFZnHRp9DhpL8SecIlyEY6aiklHtVDg,1551
 kfinance/tool_calling/get_capitalization_from_identifier.py,sha256=qciQI9gSJh4gGatnjOkid-GJSlzXkvt7-2VcK2yBfrg,1558
 kfinance/tool_calling/get_competitors_from_identifier.py,sha256=J9TVWNU_6d6ltJLIJTdCtkhbc0MqoCbqdWUxrwBkOUs,1156
@@ -54,8 +54,8 @@ kfinance/tool_calling/get_info_from_identifier.py,sha256=2-NmGvFpYXASGV_lJaYhhdX
 kfinance/tool_calling/get_isin_from_ticker.py,sha256=tp79lowBUdkv7fm-8QX4vJqeDZiq5M_jkkp8XKC1KY4,661
 kfinance/tool_calling/get_latest.py,sha256=m6nBA8Bo51Q85kGbGnP59IUz4-lm_CRo1kSuNM26iXg,857
 kfinance/tool_calling/get_latest_earnings.py,sha256=R98ImaONP3AjVshygkRLwcAHKscvVRkVoPw117O9nuw,1197
-kfinance/tool_calling/get_merger_info_from_transaction_id.py,sha256=zzAg79hbUmwcdg-hJ2wGjcTQ_YHWXw85eOt48lmlZLs,3165
-kfinance/tool_calling/get_mergers_from_identifier.py,sha256=2w8bA-FQMdbmleuoWTbMPHK1K4IRxwHciZQPeQGGIVw,1725
+kfinance/tool_calling/get_merger_info_from_transaction_id.py,sha256=gB6VUmCAKS0OBclpcdp2gQq7cdxKbWTXt5Z8aMH_-ys,3243
+kfinance/tool_calling/get_mergers_from_identifier.py,sha256=tgpcLQM1CPvyk4_xyUhcZh01kAzwdkQCV6gq-bEsFhA,1935
 kfinance/tool_calling/get_n_quarters_ago.py,sha256=VYUBbQIowHXmNuln1oKoDKeWDbnXLg4p6X0d1HoY_NY,784
 kfinance/tool_calling/get_next_earnings.py,sha256=vL3sCoocPhHDRawVRu9IyQPLXVAgODrZgKSqkP3Scs8,1177
 kfinance/tool_calling/get_prices_from_identifier.py,sha256=uXD9fiLFI0vUM_YY8DI_9ifC0oeeC3KCyaTQQ0IjuSA,1966
@@ -64,7 +64,7 @@ kfinance/tool_calling/get_transcript.py,sha256=urZgpQXigmahy-vj6OjkGI9O6HJcPIpd-
 kfinance/tool_calling/prompts.py,sha256=Yw1DJIMh90cjL-8q6_RMRiSjCtFDXvJAy7QiV5_uAU8,911
 kfinance/tool_calling/resolve_identifier.py,sha256=Rkhwi6m3hffE19qaxRkrsu6slRKyiAXjfLr8L41N2zc,647
 kfinance/tool_calling/shared_models.py,sha256=Sx_zlwk5YLu533406Pmh499NH5oTBWrZf8Ua8zoUSRk,3746
-kensho_kfinance-2.8.0.dist-info/METADATA,sha256=XiOVL58W7LuXqyo76ASS9XESdvFUCHVYHXigOl11YTY,6197
-kensho_kfinance-2.8.0.dist-info/WHEEL,sha256=_zCd3N1l69ArxyTb8rzEoP9TpbYXkqRFSNOD5OuxnTs,91
-kensho_kfinance-2.8.0.dist-info/top_level.txt,sha256=kT_kNwVhfQoOAecY8W7uYah5xaHMoHoAdBIvXh6DaKM,9
-kensho_kfinance-2.8.0.dist-info/RECORD,,
+kensho_kfinance-2.9.0.dist-info/METADATA,sha256=NhJXLeMBY0A1QP2PaA2BWB7-m-cUxY1wqp7TlDRqPAY,6202
+kensho_kfinance-2.9.0.dist-info/WHEEL,sha256=_zCd3N1l69ArxyTb8rzEoP9TpbYXkqRFSNOD5OuxnTs,91
+kensho_kfinance-2.9.0.dist-info/top_level.txt,sha256=kT_kNwVhfQoOAecY8W7uYah5xaHMoHoAdBIvXh6DaKM,9
+kensho_kfinance-2.9.0.dist-info/RECORD,,

kfinance/CHANGELOG.md

@@ -1,5 +1,8 @@
 # Changelog
 
+## v2.9.0
+- Limit FastMCP version
+
 ## v2.8.0
 - Add currency to get_capitalization and get_prices tools.
 

kfinance/kfinance.py

@@ -641,83 +641,77 @@ class Company(CompanyFunctionsMetaClass):
         return self._mergers_for_company
 
 
-class AdvisedCompany(Company):
+class ParticipantInMerger:
     """A Company that has been involved in a transaction is a company that may have been advised."""
 
     def __init__(
-        self,
-        kfinance_api_client: KFinanceApiClient,
-        company_id: int,
-        transaction_id: int,
-        company_name: str | None = None,
+        self, kfinance_api_client: KFinanceApiClient, transaction_id: int, company: Company
     ):
         """Initialize the AdvisedCompany object
 
         :param kfinance_api_client: The KFinanceApiClient used to fetch data
         :type kfinance_api_client: KFinanceApiClient
-        :param company_id: The S&P Global CIQ Company Id
-        :type company_id: int
         :param transaction_id: The S&P Global CIP Transaction Id
         :type transaction_id: int
+        :param company: The company object
+        :type company: Company
         """
-
-        super().__init__(
-            kfinance_api_client=kfinance_api_client,
-            company_id=company_id,
-            company_name=company_name,
-        )
+        self.kfinance_api_client = kfinance_api_client
         self.transaction_id = transaction_id
+        self._company = company
+
+    @property
+    def company(self) -> Company:
+        """Get the specific Company object."""
+        return self._company
 
     @property
-    def advisors(self) -> Companies | None:
+    def advisors(self) -> list[Advisor] | None:
         """Get the companies that advised this company during the current transaction."""
         advisors = self.kfinance_api_client.fetch_advisors_for_company_in_merger(
-            transaction_id=self.transaction_id, advised_company_id=self.company_id
+            transaction_id=self.transaction_id, advised_company_id=self._company.company_id
         )["advisors"]
-        companies = [
-            AdvisorCompany(
-                kfinance_api_client=self.kfinance_api_client,
-                company_id=int(advisor["advisor_company_id"]),
-                company_name=str(advisor["advisor_company_name"]),
+        return [
+            Advisor(
                 advisor_type_name=str(advisor["advisor_type_name"]),
+                company=Company(
+                    kfinance_api_client=self.kfinance_api_client,
+                    company_id=int(advisor["advisor_company_id"]),
+                    company_name=str(advisor["advisor_company_name"]),
+                ),
             )
             for advisor in advisors
         ]
-        return Companies(kfinance_api_client=self.kfinance_api_client, companies=companies)
 
 
-class AdvisorCompany(Company):
+class Advisor:
     """A company that advised another company during a transaction."""
 
     def __init__(
         self,
-        kfinance_api_client: KFinanceApiClient,
-        company_id: int,
-        advisor_type_name: str,
-        company_name: str | None = None,
+        advisor_type_name: str | None,
+        company: Company,
     ):
         """Initialize the AdvisorCompany object
 
-        :param kfinance_api_client: The KFinanceApiClient used to fetch data
-        :type kfinance_api_client: KFinanceApiClient
-        :param company_id: The S&P Global CIQ Company Id
-        :type company_id: int
+        :param company: The company that advised
+        :type company: Company
         :param advisor_type_name: The type of the advisor company
         :type advisor_type_name: str
         """
-
-        super().__init__(
-            kfinance_api_client=kfinance_api_client,
-            company_id=company_id,
-            company_name=company_name,
-        )
         self._advisor_type_name = advisor_type_name
+        self._company = company
 
     @property
     def advisor_type_name(self) -> str | None:
         """When this company advised another during a transaction, get the advisor type name."""
         return self._advisor_type_name
 
+    @property
+    def company(self) -> Company:
+        """Get the Company object."""
+        return self._company
+
 
 class Security:
     """Security class
@@ -1253,7 +1247,11 @@ class MergerOrAcquisition:
     """An object that represents a merger or an acquisition of a company."""
 
     def __init__(
-        self, kfinance_api_client: KFinanceApiClient, transaction_id: int, merger_title: str | None
+        self,
+        kfinance_api_client: KFinanceApiClient,
+        transaction_id: int,
+        merger_title: str | None,
+        closed_date: date | None,
     ) -> None:
         """MergerOrAcqusition initializer.
 
@@ -1264,6 +1262,7 @@ class MergerOrAcquisition:
         self.kfinance_api_client = kfinance_api_client
         self.transaction_id = transaction_id
         self.merger_title = merger_title
+        self.closed_date = closed_date
         self._merger_info: dict | None = None
 
     @property
@@ -1301,36 +1300,39 @@ class MergerOrAcquisition:
         Each category is a single Company or a list of Companies.
         """
         return {
-            "target": AdvisedCompany(
+            "target": ParticipantInMerger(
                 kfinance_api_client=self.kfinance_api_client,
-                company_id=self.merger_info["participants"]["target"]["company_id"],
-                company_name=self.merger_info["participants"]["target"]["company_name"],
                 transaction_id=self.transaction_id,
+                company=Company(
+                    kfinance_api_client=self.kfinance_api_client,
+                    company_id=self.merger_info["participants"]["target"]["company_id"],
+                    company_name=self.merger_info["participants"]["target"]["company_name"],
+                ),
             ),
-            "buyers": Companies(
-                kfinance_api_client=self.kfinance_api_client,
-                companies=[
-                    AdvisedCompany(
+            "buyers": [
+                ParticipantInMerger(
+                    kfinance_api_client=self.kfinance_api_client,
+                    transaction_id=self.transaction_id,
+                    company=Company(
                         kfinance_api_client=self.kfinance_api_client,
                         company_id=company["company_id"],
                         company_name=company["company_name"],
-                        transaction_id=self.transaction_id,
-                    )
-                    for company in self.merger_info["participants"]["buyers"]
-                ],
-            ),
-            "sellers": Companies(
-                kfinance_api_client=self.kfinance_api_client,
-                companies=[
-                    AdvisedCompany(
+                    ),
+                )
+                for company in self.merger_info["participants"]["buyers"]
+            ],
+            "sellers": [
+                ParticipantInMerger(
+                    kfinance_api_client=self.kfinance_api_client,
+                    transaction_id=self.transaction_id,
+                    company=Company(
                         kfinance_api_client=self.kfinance_api_client,
                         company_id=company["company_id"],
                         company_name=company["company_name"],
-                        transaction_id=self.transaction_id,
-                    )
-                    for company in self.merger_info["participants"]["sellers"]
-                ],
-            ),
+                    ),
+                )
+                for company in self.merger_info["participants"]["sellers"]
+            ],
         }
 
     @property
@@ -1360,7 +1362,6 @@ class Companies(set):
         self,
         kfinance_api_client: KFinanceApiClient,
         company_ids: Optional[Iterable[int]] = None,
-        transaction_id: Optional[int] = None,
         companies: Optional[Iterable[Company]] = None,
     ) -> None:
         """Initialize the Companies object
@@ -1369,8 +1370,6 @@ class Companies(set):
         :type kfinance_api_client: KFinanceApiClient
         :param company_ids: An iterable of S&P CIQ Company ids
         :type company_ids: Iterable[int]
-        :param transaction_id: If the companies were party to a transaction, the S&P CIQ Transaction Id
-        :type transaction_id: Optional[int]
         :param companies: If there's already an iterable of Company objects
         :type companies: Iterable[Company]
         """
@@ -1378,23 +1377,13 @@ class Companies(set):
         if companies is not None:
             super().__init__(company for company in companies)
         elif company_ids is not None:
-            if transaction_id is not None:
-                super().__init__(
-                    AdvisedCompany(
-                        kfinance_api_client=kfinance_api_client,
-                        company_id=company_id,
-                        transaction_id=transaction_id,
-                    )
-                    for company_id in company_ids
-                )
-            else:
-                super().__init__(
-                    Company(
-                        kfinance_api_client=kfinance_api_client,
-                        company_id=company_id,
-                    )
-                    for company_id in company_ids
+            super().__init__(
+                Company(
+                    kfinance_api_client=kfinance_api_client,
+                    company_id=company_id,
                 )
+                for company_id in company_ids
+            )
 
 
 @add_methods_of_singular_class_to_iterable_class(Security)
@@ -1533,6 +1522,7 @@ class MergersAndAcquisitions(set):
                 kfinance_api_client=kfinance_api_client,
                 transaction_id=id_and_title["transaction_id"],
                 merger_title=id_and_title["merger_title"],
+                closed_date=id_and_title["closed_date"],
             )
             for id_and_title in ids_and_titles
         )

kfinance/tests/test_objects.py

@@ -11,11 +11,11 @@ from PIL.Image import open as image_open
 import time_machine
 
 from kfinance.kfinance import (
-    AdvisedCompany,
     BusinessRelationships,
     Company,
     Earnings,
     MergerOrAcquisition,
+    ParticipantInMerger,
     Security,
     Ticker,
     TradingItem,
@@ -125,16 +125,40 @@ MOCK_COMPANY_DB = {
         },
         "mergers": {
             "target": [
-                {"transaction_id": 10998717, "merger_title": "Closed M/A of Microsoft Corporation"},
-                {"transaction_id": 28237969, "merger_title": "Closed M/A of Microsoft Corporation"},
+                {
+                    "transaction_id": 10998717,
+                    "merger_title": "Closed M/A of Microsoft Corporation",
+                    "closed_date": "2021-01-01",
+                },
+                {
+                    "transaction_id": 28237969,
+                    "merger_title": "Closed M/A of Microsoft Corporation",
+                    "closed_date": "2022-01-01",
+                },
             ],
             "buyer": [
-                {"transaction_id": 517414, "merger_title": "Closed M/A of MongoMusic, Inc."},
-                {"transaction_id": 596722, "merger_title": "Closed M/A of Digital Anvil, Inc."},
+                {
+                    "transaction_id": 517414,
+                    "merger_title": "Closed M/A of MongoMusic, Inc.",
+                    "closed_date": "2023-01-01",
+                },
+                {
+                    "transaction_id": 596722,
+                    "merger_title": "Closed M/A of Digital Anvil, Inc.",
+                    "closed_date": "2023-01-01",
+                },
             ],
             "seller": [
-                {"transaction_id": 455551, "merger_title": "Closed M/A of VacationSpot.com, Inc."},
-                {"transaction_id": 456045, "merger_title": "Closed M/A of TransPoint, LLC"},
+                {
+                    "transaction_id": 455551,
+                    "merger_title": "Closed M/A of VacationSpot.com, Inc.",
+                    "closed_date": "2024-01-01",
+                },
+                {
+                    "transaction_id": 456045,
+                    "merger_title": "Closed M/A of TransPoint, LLC",
+                    "closed_date": "2025-01-01",
+                },
             ],
         },
         "advisors": {
@@ -380,8 +404,8 @@ class MockKFinanceApiClient:
     def fetch_mergers_for_company(self, company_id):
         return copy.deepcopy(MOCK_COMPANY_DB[company_id]["mergers"])
 
-    def fetch_merger_info(self, transaction_id):
-        return copy.deepcopy(MOCK_MERGERS_DB[transaction_id])
+    def fetch_merger_info(self, transaction_id: int):
+        return copy.deepcopy(MOCK_MERGERS_DB[str(transaction_id)])
 
     def fetch_advisors_for_company_in_merger(self, transaction_id, advised_company_id):
         return copy.deepcopy(MOCK_COMPANY_DB[advised_company_id]["advisors"][transaction_id])
@@ -444,26 +468,31 @@ class TestCompany(TestCase):
     def setUp(self):
         """setup tests"""
         self.kfinance_api_client = MockKFinanceApiClient()
-        self.msft_company = AdvisedCompany(
-            self.kfinance_api_client, company_id=msft_company_id, transaction_id=msft_buys_mongo
+        self.msft_company = ParticipantInMerger(
+            kfinance_api_client=self.kfinance_api_client,
+            transaction_id=msft_buys_mongo,
+            company=Company(
+                kfinance_api_client=self.kfinance_api_client,
+                company_id=msft_company_id,
+            ),
         )
 
     def test_company_id(self) -> None:
         """test company id"""
         expected_company_id = msft_company_id
-        company_id = self.msft_company.company_id
+        company_id = self.msft_company.company.company_id
         self.assertEqual(expected_company_id, company_id)
 
     def test_info(self) -> None:
         """test info"""
         expected_info = MOCK_COMPANY_DB[msft_company_id]["info"]
-        info = self.msft_company.info
+        info = self.msft_company.company.info
         self.assertEqual(expected_info, info)
 
     def test_name(self) -> None:
         """test name"""
         expected_name = MOCK_COMPANY_DB[msft_company_id]["info"]["name"]
-        name = self.msft_company.name
+        name = self.msft_company.company.name
         self.assertEqual(expected_name, name)
 
     def test_founding_date(self) -> None:
@@ -471,7 +500,7 @@ class TestCompany(TestCase):
         expected_founding_date = datetime.strptime(
             MOCK_COMPANY_DB[msft_company_id]["info"]["founding_date"], "%Y-%m-%d"
         ).date()
-        founding_date = self.msft_company.founding_date
+        founding_date = self.msft_company.company.founding_date
         self.assertEqual(expected_founding_date, founding_date)
 
     def test_earnings_call_datetimes(self) -> None:
@@ -481,7 +510,7 @@ class TestCompany(TestCase):
                 MOCK_COMPANY_DB[msft_company_id]["earnings_call_dates"]["earnings"][0]
             ).replace(tzinfo=timezone.utc)
         ]
-        earnings_call_datetimes = self.msft_company.earnings_call_datetimes
+        earnings_call_datetimes = self.msft_company.company.earnings_call_datetimes
         self.assertEqual(expected_earnings_call_datetimes, earnings_call_datetimes)
 
     def test_income_statement(self) -> None:
@@ -493,7 +522,7 @@ class TestCompany(TestCase):
             .apply(pd.to_numeric)
             .replace(np.nan, None)
         )
-        income_statement = self.msft_company.income_statement()
+        income_statement = self.msft_company.company.income_statement()
         pd.testing.assert_frame_equal(expected_income_statement, income_statement)
 
     def test_revenue(self) -> None:
@@ -505,14 +534,14 @@ class TestCompany(TestCase):
             .replace(np.nan, None)
             .set_index(pd.Index(["revenue"]))
         )
-        revenue = self.msft_company.revenue()
+        revenue = self.msft_company.company.revenue()
         pd.testing.assert_frame_equal(expected_revenue, revenue)
 
     def test_business_segments(self) -> None:
         """test business statement"""
         expected_segments = MOCK_COMPANY_DB[msft_company_id]["segments"]
 
-        business_segment = self.msft_company.business_segments()
+        business_segment = self.msft_company.company.business_segments()
         self.assertEqual(expected_segments, business_segment)
 
     def test_relationships(self) -> None:
@@ -523,7 +552,9 @@ class TestCompany(TestCase):
 
         expected_suppliers = MOCK_COMPANY_DB[msft_company_id][BusinessRelationshipType.supplier]
 
-        suppliers_via_method = self.msft_company.relationships(BusinessRelationshipType.supplier)
+        suppliers_via_method = self.msft_company.company.relationships(
+            BusinessRelationshipType.supplier
+        )
         self.assertIsInstance(suppliers_via_method, BusinessRelationships)
         # Company ids should match
         self.assertEqual(
@@ -536,23 +567,35 @@ class TestCompany(TestCase):
         )
 
         # Fetching via property should return the same result
-        suppliers_via_property = self.msft_company.supplier
+        suppliers_via_property = self.msft_company.company.supplier
         self.assertEqual(suppliers_via_property, suppliers_via_method)
 
     def test_mergers(self) -> None:
         expected_mergers = MOCK_COMPANY_DB[msft_company_id]["mergers"]
-        mergers = self.msft_company.mergers_and_acquisitions
+        mergers = self.msft_company.company.mergers_and_acquisitions
         mergers_json = {
             "target": [
-                {"transaction_id": merger.transaction_id, "merger_title": merger.merger_title}
+                {
+                    "transaction_id": merger.transaction_id,
+                    "merger_title": merger.merger_title,
+                    "closed_date": merger.closed_date,
+                }
                 for merger in mergers["target"]
             ],
             "buyer": [
-                {"transaction_id": merger.transaction_id, "merger_title": merger.merger_title}
+                {
+                    "transaction_id": merger.transaction_id,
+                    "merger_title": merger.merger_title,
+                    "closed_date": merger.closed_date,
+                }
                 for merger in mergers["buyer"]
             ],
             "seller": [
-                {"transaction_id": merger.transaction_id, "merger_title": merger.merger_title}
+                {
+                    "transaction_id": merger.transaction_id,
+                    "merger_title": merger.merger_title,
+                    "closed_date": merger.closed_date,
+                }
                 for merger in mergers["seller"]
             ],
         }
@@ -571,7 +614,7 @@ class TestCompany(TestCase):
         company_ids: list[int] = []
         advisor_type_names: list[str] = []
         for advisor in advisors:
-            company_ids.append(advisor.company_id)
+            company_ids.append(advisor.company.company_id)
             advisor_type_names.append(advisor.advisor_type_name)
         self.assertListEqual(expected_company_ids, company_ids)
         self.assertListEqual(expected_advisor_type_names, advisor_type_names)
@@ -970,9 +1013,10 @@ class TestMerger(TestCase):
     def setUp(self):
         self.kfinance_api_client = MockKFinanceApiClient()
         self.merger = MergerOrAcquisition(
-            self.kfinance_api_client,
-            transaction_id=msft_buys_mongo,
+            kfinance_api_client=self.kfinance_api_client,
+            transaction_id=int(msft_buys_mongo),
             merger_title="Closed M/A of MongoMusic, Inc.",
+            closed_date=date(2021, 1, 1),
         )
 
     def test_merger_info(self) -> None:
@@ -984,16 +1028,16 @@ class TestMerger(TestCase):
             ],
             "participants": {
                 "target": {
-                    "company_id": self.merger.get_participants["target"].company_id,
-                    "company_name": self.merger.get_participants["target"].name,
+                    "company_id": self.merger.get_participants["target"].company.company_id,
+                    "company_name": self.merger.get_participants["target"].company.name,
                 },
                 "buyers": [
-                    {"company_id": company.company_id, "company_name": company.name}
-                    for company in self.merger.get_participants["buyers"]
+                    {"company_id": buyer.company.company_id, "company_name": buyer.company.name}
+                    for buyer in self.merger.get_participants["buyers"]
                 ],
                 "sellers": [
-                    {"company_id": company.company_id, "company_name": company.name}
-                    for company in self.merger.get_participants["sellers"]
+                    {"company_id": seller.company.company_id, "company_name": seller.company.name}
+                    for seller in self.merger.get_participants["sellers"]
                 ],
             },
             "consideration": {

kfinance/tool_calling/get_advisors_for_company_in_transaction_from_identifier.py

@@ -2,7 +2,7 @@ from typing import Type
 
 from pydantic import BaseModel, Field
 
-from kfinance.kfinance import AdvisedCompany
+from kfinance.kfinance import Company, ParticipantInMerger
 from kfinance.models.permission_models import Permission
 from kfinance.tool_calling.shared_models import KfinanceTool, ToolArgsWithIdentifier
 
@@ -19,18 +19,21 @@ class GetAdvisorsForCompanyInTransactionFromIdentifier(KfinanceTool):
 
     def _run(self, identifier: str, transaction_id: int) -> list:
         ticker = self.kfinance_client.ticker(identifier)
-        advised_company = AdvisedCompany(
+        participant_in_merger = ParticipantInMerger(
             kfinance_api_client=ticker.kfinance_api_client,
-            company_id=ticker.company.company_id,
             transaction_id=transaction_id,
+            company=Company(
+                kfinance_api_client=ticker.kfinance_api_client,
+                company_id=ticker.company.company_id,
+            ),
         )
-        advisors = advised_company.advisors
+        advisors = participant_in_merger.advisors
 
         if advisors:
             return [
                 {
-                    "advisor_company_id": advisor.company_id,
-                    "advisor_company_name": advisor.name,
+                    "advisor_company_id": advisor.company.company_id,
+                    "advisor_company_name": advisor.company.name,
                     "advisor_type_name": advisor.advisor_type_name,
                 }
                 for advisor in advisors

kfinance/tool_calling/get_merger_info_from_transaction_id.py

@@ -22,6 +22,7 @@ class GetMergerInfoFromTransactionId(KfinanceTool):
             kfinance_api_client=self.kfinance_client.kfinance_api_client,
             transaction_id=transaction_id,
             merger_title=None,
+            closed_date=None,
         )
         merger_timeline = merger_or_acquisition.get_timeline
         merger_participants = merger_or_acquisition.get_participants
@@ -36,15 +37,15 @@ class GetMergerInfoFromTransactionId(KfinanceTool):
             else None,
             "participants": {
                 "target": {
-                    "company_id": merger_participants["target"].company_id,
-                    "company_name": merger_participants["target"].name,
+                    "company_id": merger_participants["target"].company.company_id,
+                    "company_name": merger_participants["target"].company.name,
                 },
                 "buyers": [
-                    {"company_id": buyer.company_id, "company_name": buyer.name}
+                    {"company_id": buyer.company.company_id, "company_name": buyer.company.name}
                     for buyer in merger_participants["buyers"]
                 ],
                 "sellers": [
-                    {"company_id": seller.company_id, "company_name": seller.name}
+                    {"company_id": seller.company.company_id, "company_name": seller.company.name}
                     for seller in merger_participants["sellers"]
                 ],
             }

kfinance/tool_calling/get_mergers_from_identifier.py

@@ -21,6 +21,7 @@ class GetMergersFromIdentifier(KfinanceTool):
                 {
                     "transaction_id": merger_or_acquisition.transaction_id,
                     "merger_title": merger_or_acquisition.merger_title,
+                    "closed_date": merger_or_acquisition.closed_date,
                 }
                 for merger_or_acquisition in mergers_and_acquisitions["target"]
             ],
@@ -28,6 +29,7 @@ class GetMergersFromIdentifier(KfinanceTool):
                 {
                     "transaction_id": merger_or_acquisition.transaction_id,
                     "merger_title": merger_or_acquisition.merger_title,
+                    "closed_date": merger_or_acquisition.closed_date,
                 }
                 for merger_or_acquisition in mergers_and_acquisitions["buyer"]
             ],
@@ -35,6 +37,7 @@ class GetMergersFromIdentifier(KfinanceTool):
                 {
                     "transaction_id": merger_or_acquisition.transaction_id,
                     "merger_title": merger_or_acquisition.merger_title,
+                    "closed_date": merger_or_acquisition.closed_date,
                 }
                 for merger_or_acquisition in mergers_and_acquisitions["seller"]
             ],

kfinance/version.py

@@ -17,5 +17,5 @@ __version__: str
 __version_tuple__: VERSION_TUPLE
 version_tuple: VERSION_TUPLE
 
-__version__ = version = '2.8.0'
-__version_tuple__ = version_tuple = (2, 8, 0)
+__version__ = version = '2.9.0'
+__version_tuple__ = version_tuple = (2, 9, 0)