kensho-kfinance 3.1.0__py3-none-any.whl → 3.1.1__py3-none-any.whl

{kensho_kfinance-3.1.0.dist-info → kensho_kfinance-3.1.1.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: kensho-kfinance
-Version: 3.1.0
+Version: 3.1.1
 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

{kensho_kfinance-3.1.0.dist-info → kensho_kfinance-3.1.1.dist-info}/RECORD

@@ -1,11 +1,11 @@
-kensho_kfinance-3.1.0.dist-info/licenses/AUTHORS.md,sha256=0h9ClbI0pu1oKj1M28ROUsaxrbZg-6ukQGl6X4y9noI,68
-kensho_kfinance-3.1.0.dist-info/licenses/LICENSE,sha256=bsY4blvSgq6o0FMQ3RXa2NCgco--nHCCchLXzxr6kms,83
-kfinance/CHANGELOG.md,sha256=HFCQeAbfhuhQ-Yhj9gPjNezoYJMs_dvfjjs6hhzv9RE,2576
+kensho_kfinance-3.1.1.dist-info/licenses/AUTHORS.md,sha256=0h9ClbI0pu1oKj1M28ROUsaxrbZg-6ukQGl6X4y9noI,68
+kensho_kfinance-3.1.1.dist-info/licenses/LICENSE,sha256=bsY4blvSgq6o0FMQ3RXa2NCgco--nHCCchLXzxr6kms,83
+kfinance/CHANGELOG.md,sha256=sfJTknzePXjIyK7LUJl-AJ7guMfnz0FSoaSa4alTHdM,2615
 kfinance/__init__.py,sha256=AbpHGcgLb-kRsJGnwFEktk7uzpZOCcBY74-YBdrKVGs,1
 kfinance/conftest.py,sha256=O9e1ddyTfqnZ1T-9ehnkXwK8PfxPdCHAI7-fke52Ouk,3281
 kfinance/mcp.py,sha256=LTzCIlqsDKRD-0Xcpa_P99-JmJ8duAneO_-GzM43kjw,424
 kfinance/py.typed,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-kfinance/version.py,sha256=KrVRMDzlLQ07c4N1d6-nDOLo4hWpD8cSSFcYXWlm64k,511
+kfinance/version.py,sha256=gpKkyXdaoGFVVAd347dQYBpPSrLX8f2u6UIQ2Q0dcKI,704
 kfinance/client/README.md,sha256=DA5vg4uz1JmJNiqvYywrj46YNhOr584WO8L83Ysx_Mk,372
 kfinance/client/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 kfinance/client/batch_request_handling.py,sha256=opwJJAU2JtqH-s4vt8wRqhH34MiU4tQP6Ng7K6b3upA,6561
@@ -95,7 +95,7 @@ kfinance/integrations/tests/test_example_notebook.py,sha256=NrqYFn_XyOn0YlV9QYEn
 kfinance/integrations/tool_calling/README.md,sha256=TSk-AJddoEctzc0HXQvGNac2CckbnWxHcRDtEifSe1w,2029
 kfinance/integrations/tool_calling/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 kfinance/integrations/tool_calling/all_tools.py,sha256=MbvAZX2yEyovGtBNcr5f6n2G_lV5Zc9nnSn7xgH3zjQ,2115
-kfinance/integrations/tool_calling/prompts.py,sha256=cLslVoubJyuh4W2-Eeok2dLOV4R7wUQGCu1HeQ1kNQo,1005
+kfinance/integrations/tool_calling/prompts.py,sha256=4qeW_VLLcxutUFuXnMKa0QD-_jq9qufo03BY-Slz-XU,1718
 kfinance/integrations/tool_calling/tool_calling_models.py,sha256=o1LGGwx8ikwEiZaHEALS4rvymF9O1Mp5dO9LcfFheUI,5856
 kfinance/integrations/tool_calling/static_tools/README.md,sha256=lWQWdLY1tkGxqE8o4f61gc-RCX0doaCnZM0GmcNO6Jo,97
 kfinance/integrations/tool_calling/static_tools/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
@@ -107,7 +107,7 @@ kfinance/integrations/tool_calling/static_tools/tests/test_get_n_quarters_ago.py
 kfinance/integrations/tool_calling/tests/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 kfinance/integrations/tool_calling/tests/test_tool_calling_models.py,sha256=Ts1pvaYjq9BTR71dMZ73X__bQ7gQynPkQjy-9x2CuyQ,2605
 kfinance/models/permission_models.py,sha256=G0so8ZOsD1YDsCM4he0z5R9M_shUbSRwD3hUDJdqZl0,635
-kensho_kfinance-3.1.0.dist-info/METADATA,sha256=7xNJrtPsw2Z745G3XYikUwicoR7Iq8fmHEof3Wq0t_0,6202
-kensho_kfinance-3.1.0.dist-info/WHEEL,sha256=_zCd3N1l69ArxyTb8rzEoP9TpbYXkqRFSNOD5OuxnTs,91
-kensho_kfinance-3.1.0.dist-info/top_level.txt,sha256=kT_kNwVhfQoOAecY8W7uYah5xaHMoHoAdBIvXh6DaKM,9
-kensho_kfinance-3.1.0.dist-info/RECORD,,
+kensho_kfinance-3.1.1.dist-info/METADATA,sha256=ojPqx0wGi-Z6plHIgk1nYET2yDrv8BYv35tjZQIrMfc,6202
+kensho_kfinance-3.1.1.dist-info/WHEEL,sha256=_zCd3N1l69ArxyTb8rzEoP9TpbYXkqRFSNOD5OuxnTs,91
+kensho_kfinance-3.1.1.dist-info/top_level.txt,sha256=kT_kNwVhfQoOAecY8W7uYah5xaHMoHoAdBIvXh6DaKM,9
+kensho_kfinance-3.1.1.dist-info/RECORD,,

kfinance/CHANGELOG.md

@@ -1,5 +1,8 @@
 # Changelog
 
+## v3.1.1
+- Update client base prompt
+
 ## v3.1.0
 - Use unified endpoint for company resolution
 

kfinance/integrations/tool_calling/prompts.py

@@ -1,17 +1,24 @@
-from kfinance.domains.line_items.line_item_tools import GetFinancialLineItemFromIdentifiers
-from kfinance.integrations.tool_calling.static_tools.get_latest import GetLatest
+BASE_PROMPT = f"""
+You are an LLM designed to help financial analysts. Use the supplied tools to assist the user.
+CRITICAL RULES FOR TOOL USAGE
 
+Time Handling:
+- Always select the most recent complete period when the user does not specify a time.
+- Use the get_latest function to determine the latest annual year, latest completed quarter, and current date.
+- For annual data, use the latest completed year. For quarterly data, use the latest completed quarter and year.
+- If the user specifies a time period (year, quarter, or date range), use it exactly as provided.
+- For relative time references (such as "3 quarters ago"), always use get_n_quarters_ago to resolve the correct year and quarter.
+- For price or history tools, if the user does not specify a date range, use the most recent period as determined by get_latest.
+- "Last year" or "last quarter" refers to the previous completed period from the current date.
+- For quarterly data requests without specific quarters, assume the most recent completed quarter.
 
-BASE_PROMPT = f"""
-    You are an agent that calls one or more tools to retrieve data to answer questions from
-    financial analysts. Use the supplied tools to answer the user's questions.
+Tool Selection:
+- Use get_latest before any other tool when dates are ambiguous, unspecified, or when you need to determine the most recent period.
+- Use get_n_quarters_ago for relative quarter references such as "3 quarters ago".
+- Always make tool calls when financial data is requested—never skip them.
+- For identifier resolution, use the exact identifiers provided by the user. Do not add or modify suffixes unless explicitly required.
 
-    - Always use the `{GetLatest.model_fields["name"].default}` function when asked about the last or most recent quarter or
-    when the time is unspecified in the question.
-    - Try to use `{GetFinancialLineItemFromIdentifiers.model_fields["name"].default}` for questions about a company's
-    finances.
-    - If the tools do not respond with data that answers the question, then respond by saying that
-    you don't have the data available.
-    - Keep calling tools until you have the answer or the tool says the data is not available.
-    - Label large numbers with "million" or "billion" and currency symbols if appropriate.
-    """
+Identifier Handling:
+- Use the exact identifiers provided by the user. Do not add or modify suffixes such as ".PA" or ".DE" unless the user specifies the exchange or market.
+- Never invent or guess identifiers. Only use those explicitly provided.
+"""

kfinance/version.py

@@ -1,7 +1,14 @@
 # file generated by setuptools-scm
 # don't change, don't track in version control
 
-__all__ = ["__version__", "__version_tuple__", "version", "version_tuple"]
+__all__ = [
+    "__version__",
+    "__version_tuple__",
+    "version",
+    "version_tuple",
+    "__commit_id__",
+    "commit_id",
+]
 
 TYPE_CHECKING = False
 if TYPE_CHECKING:
@@ -9,13 +16,19 @@ if TYPE_CHECKING:
     from typing import Union
 
     VERSION_TUPLE = Tuple[Union[int, str], ...]
+    COMMIT_ID = Union[str, None]
 else:
     VERSION_TUPLE = object
+    COMMIT_ID = object
 
 version: str
 __version__: str
 __version_tuple__: VERSION_TUPLE
 version_tuple: VERSION_TUPLE
+commit_id: COMMIT_ID
+__commit_id__: COMMIT_ID
 
-__version__ = version = '3.1.0'
-__version_tuple__ = version_tuple = (3, 1, 0)
+__version__ = version = '3.1.1'
+__version_tuple__ = version_tuple = (3, 1, 1)
+
+__commit_id__ = commit_id = None