kensho-kfinance 2.8.0__py3-none-any.whl → 3.0.0__py3-none-any.whl

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  1. {kensho_kfinance-2.8.0.dist-info → kensho_kfinance-3.0.0.dist-info}/METADATA +2 -2
  2. kensho_kfinance-3.0.0.dist-info/RECORD +110 -0
  3. kfinance/CHANGELOG.md +6 -0
  4. kfinance/__init__.py +1 -0
  5. kfinance/client/README.md +9 -0
  6. kfinance/{batch_request_handling.py → client/batch_request_handling.py} +63 -27
  7. kfinance/{fetch.py → client/fetch.py} +23 -29
  8. kfinance/{kfinance.py → client/kfinance.py} +105 -111
  9. kfinance/{meta_classes.py → client/meta_classes.py} +26 -35
  10. kfinance/{decimal_with_unit.py → client/models/decimal_with_unit.py} +1 -1
  11. kfinance/{tests → client/models/tests}/test_decimal_with_unit.py +1 -1
  12. kfinance/client/tests/__init__.py +0 -0
  13. kfinance/{tests → client/tests}/test_batch_requests.py +8 -6
  14. kfinance/{tests → client/tests}/test_client.py +25 -19
  15. kfinance/{tests → client/tests}/test_fetch.py +11 -29
  16. kfinance/{tests → client/tests}/test_group_objects.py +1 -1
  17. kfinance/{tests → client/tests}/test_objects.py +111 -63
  18. kfinance/{tests/conftest.py → conftest.py} +14 -2
  19. kfinance/domains/README.md +14 -0
  20. kfinance/domains/__init__.py +0 -0
  21. kfinance/domains/business_relationships/__init__.py +0 -0
  22. kfinance/{models → domains/business_relationships}/business_relationship_models.py +10 -0
  23. kfinance/domains/business_relationships/business_relationship_tools.py +74 -0
  24. kfinance/domains/business_relationships/tests/__init__.py +0 -0
  25. kfinance/domains/business_relationships/tests/test_business_relationship_tools.py +55 -0
  26. kfinance/domains/capitalizations/__init__.py +0 -0
  27. kfinance/{models → domains/capitalizations}/capitalization_models.py +24 -17
  28. kfinance/domains/capitalizations/capitalization_tools.py +89 -0
  29. kfinance/domains/capitalizations/tests/__init__.py +0 -0
  30. kfinance/{tests/test_models → domains/capitalizations/tests}/test_capitalization_models.py +8 -10
  31. kfinance/domains/capitalizations/tests/test_capitalization_tools.py +85 -0
  32. kfinance/domains/companies/__init__.py +0 -0
  33. kfinance/domains/companies/company_identifiers.py +175 -0
  34. kfinance/domains/companies/company_models.py +27 -0
  35. kfinance/domains/companies/company_tools.py +66 -0
  36. kfinance/domains/companies/tests/__init__.py +0 -0
  37. kfinance/domains/companies/tests/test_company_tools.py +26 -0
  38. kfinance/domains/competitors/__init__.py +0 -0
  39. kfinance/{models → domains/competitors}/competitor_models.py +7 -0
  40. kfinance/domains/competitors/competitor_tools.py +62 -0
  41. kfinance/domains/competitors/tests/__init__.py +0 -0
  42. kfinance/domains/competitors/tests/test_competitor_tools.py +45 -0
  43. kfinance/domains/cusip_and_isin/__init__.py +0 -0
  44. kfinance/domains/cusip_and_isin/cusip_and_isin_tools.py +80 -0
  45. kfinance/domains/cusip_and_isin/tests/__init__.py +0 -0
  46. kfinance/domains/cusip_and_isin/tests/test_cusip_and_isin_tools.py +57 -0
  47. kfinance/domains/earnings/__init__.py +0 -0
  48. kfinance/domains/earnings/earning_models.py +41 -0
  49. kfinance/domains/earnings/earning_tools.py +174 -0
  50. kfinance/domains/earnings/tests/__init__.py +0 -0
  51. kfinance/domains/earnings/tests/test_earnings_tools.py +195 -0
  52. kfinance/domains/line_items/__init__.py +0 -0
  53. kfinance/domains/line_items/line_item_tools.py +114 -0
  54. kfinance/domains/line_items/tests/__init__.py +0 -0
  55. kfinance/domains/line_items/tests/test_line_item_tools.py +86 -0
  56. kfinance/domains/mergers_and_acquisitions/__init__.py +0 -0
  57. kfinance/domains/mergers_and_acquisitions/merger_and_acquisition_tools.py +176 -0
  58. kfinance/domains/mergers_and_acquisitions/tests/__init__.py +0 -0
  59. kfinance/domains/mergers_and_acquisitions/tests/test_merger_and_acquisition_tools.py +124 -0
  60. kfinance/domains/prices/__init__.py +0 -0
  61. kfinance/{models → domains/prices}/price_models.py +1 -1
  62. kfinance/domains/prices/price_tools.py +165 -0
  63. kfinance/domains/prices/tests/__init__.py +0 -0
  64. kfinance/{tests/test_models → domains/prices/tests}/test_price_models.py +2 -2
  65. kfinance/domains/prices/tests/test_price_tools.py +141 -0
  66. kfinance/domains/segments/__init__.py +0 -0
  67. kfinance/domains/segments/segment_tools.py +91 -0
  68. kfinance/domains/segments/tests/__init__.py +0 -0
  69. kfinance/domains/segments/tests/test_segment_tools.py +80 -0
  70. kfinance/domains/statements/__init__.py +0 -0
  71. kfinance/domains/statements/statement_tools.py +113 -0
  72. kfinance/domains/statements/tests/__init__.py +0 -0
  73. kfinance/domains/statements/tests/test_statement_tools.py +73 -0
  74. kfinance/integrations/README.md +8 -0
  75. kfinance/integrations/__init__.py +0 -0
  76. kfinance/integrations/mcp/__init__.py +0 -0
  77. kfinance/{mcp.py → integrations/mcp/mcp.py} +2 -2
  78. kfinance/integrations/tests/__init__.py +0 -0
  79. kfinance/{tests → integrations/tests}/test_example_notebook.py +4 -4
  80. kfinance/{tool_calling → integrations/tool_calling}/README.md +2 -2
  81. kfinance/integrations/tool_calling/__init__.py +0 -0
  82. kfinance/integrations/tool_calling/all_tools.py +55 -0
  83. kfinance/{tool_calling → integrations/tool_calling}/prompts.py +3 -2
  84. kfinance/integrations/tool_calling/static_tools/README.md +4 -0
  85. kfinance/integrations/tool_calling/static_tools/__init__.py +0 -0
  86. kfinance/{tool_calling → integrations/tool_calling/static_tools}/get_latest.py +3 -3
  87. kfinance/{tool_calling → integrations/tool_calling/static_tools}/get_n_quarters_ago.py +3 -3
  88. kfinance/integrations/tool_calling/static_tools/tests/__init__.py +0 -0
  89. kfinance/integrations/tool_calling/static_tools/tests/test_get_lastest.py +30 -0
  90. kfinance/integrations/tool_calling/static_tools/tests/test_get_n_quarters_ago.py +24 -0
  91. kfinance/integrations/tool_calling/tests/__init__.py +0 -0
  92. kfinance/integrations/tool_calling/tests/test_tool_calling_models.py +69 -0
  93. kfinance/{tool_calling/shared_models.py → integrations/tool_calling/tool_calling_models.py} +37 -7
  94. kfinance/version.py +2 -2
  95. kensho_kfinance-2.8.0.dist-info/RECORD +0 -70
  96. kfinance/models/id_models.py +0 -7
  97. kfinance/prompt.py +0 -526
  98. kfinance/pydantic_models.py +0 -33
  99. kfinance/tests/test_tools.py +0 -804
  100. kfinance/tool_calling/__init__.py +0 -53
  101. kfinance/tool_calling/get_advisors_for_company_in_transaction_from_identifier.py +0 -39
  102. kfinance/tool_calling/get_business_relationship_from_identifier.py +0 -30
  103. kfinance/tool_calling/get_capitalization_from_identifier.py +0 -35
  104. kfinance/tool_calling/get_competitors_from_identifier.py +0 -25
  105. kfinance/tool_calling/get_cusip_from_ticker.py +0 -20
  106. kfinance/tool_calling/get_earnings.py +0 -33
  107. kfinance/tool_calling/get_financial_line_item_from_identifier.py +0 -48
  108. kfinance/tool_calling/get_financial_statement_from_identifier.py +0 -44
  109. kfinance/tool_calling/get_history_metadata_from_identifier.py +0 -17
  110. kfinance/tool_calling/get_info_from_identifier.py +0 -16
  111. kfinance/tool_calling/get_isin_from_ticker.py +0 -20
  112. kfinance/tool_calling/get_latest_earnings.py +0 -30
  113. kfinance/tool_calling/get_merger_info_from_transaction_id.py +0 -68
  114. kfinance/tool_calling/get_mergers_from_identifier.py +0 -41
  115. kfinance/tool_calling/get_next_earnings.py +0 -30
  116. kfinance/tool_calling/get_prices_from_identifier.py +0 -46
  117. kfinance/tool_calling/get_segments_from_identifier.py +0 -44
  118. kfinance/tool_calling/get_transcript.py +0 -23
  119. kfinance/tool_calling/resolve_identifier.py +0 -18
  120. {kensho_kfinance-2.8.0.dist-info → kensho_kfinance-3.0.0.dist-info}/WHEEL +0 -0
  121. {kensho_kfinance-2.8.0.dist-info → kensho_kfinance-3.0.0.dist-info}/licenses/AUTHORS.md +0 -0
  122. {kensho_kfinance-2.8.0.dist-info → kensho_kfinance-3.0.0.dist-info}/licenses/LICENSE +0 -0
  123. {kensho_kfinance-2.8.0.dist-info → kensho_kfinance-3.0.0.dist-info}/top_level.txt +0 -0
  124. /kfinance/{models → client}/__init__.py +0 -0
  125. /kfinance/{models → client}/industry_models.py +0 -0
  126. /kfinance/{tests → client/models}/__init__.py +0 -0
  127. /kfinance/{models → client/models}/currency_models.py +0 -0
  128. /kfinance/{models → client/models}/date_and_period_models.py +0 -0
  129. /kfinance/{tests/test_models → client/models/tests}/__init__.py +0 -0
  130. /kfinance/{models → client}/permission_models.py +0 -0
  131. /kfinance/{server_thread.py → client/server_thread.py} +0 -0
  132. /kfinance/{models → domains/line_items}/line_item_models.py +0 -0
  133. /kfinance/{models → domains/segments}/segment_models.py +0 -0
  134. /kfinance/{models → domains/statements}/statement_models.py +0 -0
kfinance/tool_calling/get_transcript.py DELETED
@@ -1,23 +0,0 @@
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- from typing import Type
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-
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- from pydantic import BaseModel, Field
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-
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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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-
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-
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- class GetTranscriptArgs(BaseModel):
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- """Tool argument with a key_dev_id."""
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-
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- key_dev_id: int = Field(description="The key dev ID for the earnings call")
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-
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-
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- class GetTranscript(KfinanceTool):
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- name: str = "get_transcript"
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- description: str = "Get the raw transcript text for an earnings call by key dev ID."
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- args_schema: Type[BaseModel] = GetTranscriptArgs
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- accepted_permissions: set[Permission] | None = {Permission.TranscriptsPermission}
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-
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- def _run(self, key_dev_id: int) -> str:
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- transcript = self.kfinance_client.transcript(key_dev_id)
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- return transcript.raw
kfinance/tool_calling/resolve_identifier.py DELETED
@@ -1,18 +0,0 @@
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- from typing import Type
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-
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- from pydantic import BaseModel
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-
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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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-
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- class ResolveIdentifier(KfinanceTool):
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- name: str = "resolve_identifier"
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- description: str = (
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- "Get the company_id, security_id, and trading_item_id associated with an identifier."
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- )
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- args_schema: Type[BaseModel] = ToolArgsWithIdentifier
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- accepted_permissions: set[Permission] | None = None
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-
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- def _run(self, identifier: str) -> dict[str, int]:
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- return self.kfinance_client.ticker(identifier).id_triple._asdict()
/kfinance/{models → client}/__init__.py RENAMED
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/kfinance/{models → client}/industry_models.py RENAMED
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/kfinance/{tests → client/models}/__init__.py RENAMED
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/kfinance/{models → client/models}/currency_models.py RENAMED
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/kfinance/{models → client}/permission_models.py RENAMED
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/kfinance/{server_thread.py → client/server_thread.py} RENAMED
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/kfinance/{models → domains/segments}/segment_models.py RENAMED
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