kensho-kfinance 3.1.0__tar.gz → 3.1.1__tar.gz

{kensho_kfinance-3.1.0/kensho_kfinance.egg-info → kensho_kfinance-3.1.1}/PKG-INFO

@@ -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 → kensho_kfinance-3.1.1/kensho_kfinance.egg-info}/PKG-INFO

@@ -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 → kensho_kfinance-3.1.1}/kfinance/CHANGELOG.md

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

kensho_kfinance-3.1.1/kfinance/integrations/tool_calling/prompts.py

@@ -0,0 +1,24 @@
+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.
+
+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.
+
+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.
+"""

{kensho_kfinance-3.1.0 → kensho_kfinance-3.1.1}/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 = 'g8208e6a64'

kensho_kfinance-3.1.0/kfinance/integrations/tool_calling/prompts.py

@@ -1,17 +0,0 @@
-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 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.
-
-    - 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.
-    """