kensho-kfinance 3.2.14__py3-none-any.whl → 3.2.16__py3-none-any.whl

{kensho_kfinance-3.2.14.dist-info → kensho_kfinance-3.2.16.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: kensho-kfinance
-Version: 3.2.14
+Version: 3.2.16
 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-3.2.14.dist-info → kensho_kfinance-3.2.16.dist-info}/RECORD

@@ -1,11 +1,11 @@
-kensho_kfinance-3.2.14.dist-info/licenses/AUTHORS.md,sha256=0h9ClbI0pu1oKj1M28ROUsaxrbZg-6ukQGl6X4y9noI,68
-kensho_kfinance-3.2.14.dist-info/licenses/LICENSE,sha256=bsY4blvSgq6o0FMQ3RXa2NCgco--nHCCchLXzxr6kms,83
-kfinance/CHANGELOG.md,sha256=cpqPSoLOmQig4GzO2LYSbyCBlkhXSRCaW0Ki1cqpBlk,3669
+kensho_kfinance-3.2.16.dist-info/licenses/AUTHORS.md,sha256=0h9ClbI0pu1oKj1M28ROUsaxrbZg-6ukQGl6X4y9noI,68
+kensho_kfinance-3.2.16.dist-info/licenses/LICENSE,sha256=bsY4blvSgq6o0FMQ3RXa2NCgco--nHCCchLXzxr6kms,83
+kfinance/CHANGELOG.md,sha256=UXnVU8cFyiy6rD_D8vfDiictySiilcVpvgGL1ZXDGeE,3852
 kfinance/__init__.py,sha256=AbpHGcgLb-kRsJGnwFEktk7uzpZOCcBY74-YBdrKVGs,1
 kfinance/conftest.py,sha256=PFflyOx08XgmEA0rdugud7QEA7KqARmd22SH2dLTqrE,4091
 kfinance/mcp.py,sha256=LTzCIlqsDKRD-0Xcpa_P99-JmJ8duAneO_-GzM43kjw,424
 kfinance/py.typed,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-kfinance/version.py,sha256=xrCzWghWTUXSJlGcGHQKuZSYpI9ryUZDYdJZAz258T8,706
+kfinance/version.py,sha256=Ux2M8sElVaTs3q_AiwEr63O84-Wo4vL9ToWLkhLRvls,706
 kfinance/client/README.md,sha256=DA5vg4uz1JmJNiqvYywrj46YNhOr584WO8L83Ysx_Mk,372
 kfinance/client/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 kfinance/client/batch_request_handling.py,sha256=0r9x3-vXdpyKhfsIa6VZ9hovN60t3HB7nE3v5hnrSyI,6617
@@ -18,9 +18,9 @@ kfinance/client/server_thread.py,sha256=jUnt1YGoYDkqqz1MbCwd44zJs1T_Z2BCgvj75bdt
 kfinance/client/models/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 kfinance/client/models/currency_models.py,sha256=JfDZf-nATCyjThBw-Ky2BNvM-n2oHepBLIHMCIyCRUE,19201
 kfinance/client/models/date_and_period_models.py,sha256=KalZYTcDMkJiGBdaacpTwnaFSyDNgwku__rqdVtbs5Y,1091
-kfinance/client/models/decimal_with_unit.py,sha256=lfBvOQDk1cdWnqRh7oZoXe3_TbjNsbaV31KyosH_OoY,2911
+kfinance/client/models/decimal_with_unit.py,sha256=Kf-GftBl3hVsFbKVR-FhW9c44YaAc9nib07w8JkeahE,3343
 kfinance/client/models/tests/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-kfinance/client/models/tests/test_decimal_with_unit.py,sha256=7WlmVXFOFNHFqwsvXQvcgyPfa6noRm3-mLTcXz4GvRs,2202
+kfinance/client/models/tests/test_decimal_with_unit.py,sha256=3Az_DZXTRQaxLddDCQrlD-XwU_ywGRWk3dXDzqFpBjc,2593
 kfinance/client/tests/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 kfinance/client/tests/test_batch_requests.py,sha256=_V7GS7qbj_sRW49USgfp68TlYToUweruQWtQ8QwaEcg,11740
 kfinance/client/tests/test_client.py,sha256=GlK89ZOGL9bwrAUFUk8nua2ooKt0JYm7o_rpAfajFXA,4312
@@ -48,7 +48,7 @@ kfinance/domains/companies/tests/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRk
 kfinance/domains/companies/tests/test_company_tools.py,sha256=ijZF6tWswvtD9YpjtGAPsS76nyOf6aaNPB_u_v-EAwQ,5587
 kfinance/domains/competitors/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 kfinance/domains/competitors/competitor_models.py,sha256=HAEn2AzKZNusclsFzyAufpS-627RfRGL4Vw1AiT_Ek0,747
-kfinance/domains/competitors/competitor_tools.py,sha256=k1zyr03gbnIrQ8IaENaZlVE8RiiW_77MqnArWzKa02M,2524
+kfinance/domains/competitors/competitor_tools.py,sha256=ZjKZfr33Wh3lbstsQdFOHsbs9fLZ_flDWNALtFB6UxI,2590
 kfinance/domains/competitors/tests/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 kfinance/domains/competitors/tests/test_competitor_tools.py,sha256=o7y4huxc5DUTNBm5HO-QArr-X9wEcXtsX5umuQ3owz4,2552
 kfinance/domains/cusip_and_isin/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
@@ -61,10 +61,10 @@ kfinance/domains/earnings/earning_tools.py,sha256=AmHZQKTGExPPxyDdjhrn5CVLvWr6xM
 kfinance/domains/earnings/tests/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 kfinance/domains/earnings/tests/test_earnings_tools.py,sha256=qGhdWI1s4uEjF6XtFC0f1nlAths1H6xfym-iJyBpwBo,6998
 kfinance/domains/line_items/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-kfinance/domains/line_items/line_item_models.py,sha256=bjSfXy0dxpUXr5MGU4FchSR2kz8J5TwyPHcW-TCDxb4,45537
-kfinance/domains/line_items/line_item_tools.py,sha256=bP1lbWVGg32XG6i8uhg8xtc9ttlRpoSDDI5NPxm6g90,5347
+kfinance/domains/line_items/line_item_models.py,sha256=orSPa5tiIN73f70aRbvkLglUk0ZbvqyaEPQJWp2OOfA,65241
+kfinance/domains/line_items/line_item_tools.py,sha256=ZfWQxdWAaIOtquh_SGuuoRkvp9f1LsFlt-In1F9NSTw,8643
 kfinance/domains/line_items/tests/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-kfinance/domains/line_items/tests/test_line_item_tools.py,sha256=vgxJsPbQG1msXZKTfpyHSzUfhw0GvfxZ041T7J-56hU,5499
+kfinance/domains/line_items/tests/test_line_item_tools.py,sha256=_72HW41KIvbZs_25_pN6r0oUHrvbOi2Q6IIk8evJ8VE,11573
 kfinance/domains/mergers_and_acquisitions/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 kfinance/domains/mergers_and_acquisitions/merger_and_acquisition_models.py,sha256=WAWyBCgYMZj8NLz6nq_sW5MRg_UU5_F9jUUoQ_bcmsM,1893
 kfinance/domains/mergers_and_acquisitions/merger_and_acquisition_tools.py,sha256=Yx3_TxTWdPcIiOddyAJEddpWc6L-fgx1-JoMtqdPtWQ,7156
@@ -108,7 +108,7 @@ 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=5L8TpSVJmrjNzGcnERorpfeyrgLND_DL46ld5hVlcNw,2933
 kfinance/models/permission_models.py,sha256=G0so8ZOsD1YDsCM4he0z5R9M_shUbSRwD3hUDJdqZl0,635
-kensho_kfinance-3.2.14.dist-info/METADATA,sha256=bM48OTokWF9AfHHIiE5Xi39QQ88MUYfMZYOcuLOZB7c,6198
-kensho_kfinance-3.2.14.dist-info/WHEEL,sha256=_zCd3N1l69ArxyTb8rzEoP9TpbYXkqRFSNOD5OuxnTs,91
-kensho_kfinance-3.2.14.dist-info/top_level.txt,sha256=kT_kNwVhfQoOAecY8W7uYah5xaHMoHoAdBIvXh6DaKM,9
-kensho_kfinance-3.2.14.dist-info/RECORD,,
+kensho_kfinance-3.2.16.dist-info/METADATA,sha256=P9RJ0_nTjCJPpHfwqv-jnNdQx4iPDfvyqZqbXmUdqFU,6198
+kensho_kfinance-3.2.16.dist-info/WHEEL,sha256=_zCd3N1l69ArxyTb8rzEoP9TpbYXkqRFSNOD5OuxnTs,91
+kensho_kfinance-3.2.16.dist-info/top_level.txt,sha256=kT_kNwVhfQoOAecY8W7uYah5xaHMoHoAdBIvXh6DaKM,9
+kensho_kfinance-3.2.16.dist-info/RECORD,,

kfinance/CHANGELOG.md

@@ -1,4 +1,11 @@
 # Changelog
+
+## v3.2.16
+- Allow None and "NaN" for DecimalWithValue
+
+## v3.2.15
+- Add smart line item validation with intelligent suggestions and descriptions to reduce token consumption by 75%
+
 # 3.2.14
 - Fix Capitalizations validator to handle nulls
 

kfinance/client/models/decimal_with_unit.py

@@ -2,7 +2,7 @@ from copy import deepcopy
 from decimal import Decimal
 from typing import Any
 
-from pydantic import BaseModel, Field, model_validator
+from pydantic import BaseModel, Field, field_validator, model_validator
 from typing_extensions import Self
 
 from kfinance.client.models.currency_models import ISO_CODE_TO_CURRENCY
@@ -20,11 +20,23 @@ class DecimalWithUnit(BaseModel):
     existing subclass like `Money` or `Shares` or create a new one.
     """
 
-    value: Decimal
+    value: Decimal = Field(allow_inf_nan=True)
     unit: str
     # exclude conventional_decimals from serialization
     conventional_decimals: int = Field(exclude=True)
 
+    @field_validator("value", mode="before")
+    @classmethod
+    def convert_none_to_nan(cls, v: Any) -> Any:
+        """Convert None values to NaN.
+
+        Price data can include None for open prices.
+        https://kfinance.kensho.com/api/v1/pricing/37284793/2003-01-01/2024-12-31/month/adjusted
+        """
+        if v is None:
+            return Decimal("NaN")
+        return v
+
     @model_validator(mode="after")
     def quantize_value(self) -> Self:
         """Quantize the value at the end of the deserialization.

kfinance/client/models/tests/test_decimal_with_unit.py

@@ -32,6 +32,15 @@ class TestDecimalWithUnit:
         )
         assert dwu.value == expected_value
 
+    @pytest.mark.parametrize("value", [None, "NaN"])
+    def test_null_nan_allowed(self, value: str | None):
+        """
+        WHEN a DecimalWithUnit gets deserialized with None or "NaN"
+        THEN the deserialized value is Decimal("NaN")
+        """
+        dwu = DecimalWithUnit.model_validate(dict(value=value, conventional_decimals=1, unit="foo"))
+        assert dwu.value.is_nan()
+
 
 class TestMoney:
     @pytest.mark.parametrize("currency, expected_conventional_decimals", [("USD", 2), ("BIF", 0)])

kfinance/domains/competitors/competitor_tools.py

@@ -1,3 +1,5 @@
+from typing import Type
+
 from kfinance.client.batch_request_handling import Task, process_tasks_in_thread_pool_executor
 from kfinance.client.permission_models import Permission
 from kfinance.domains.competitors.competitor_models import CompetitorResponse, CompetitorSource
@@ -20,7 +22,7 @@ class GetCompetitorsFromIdentifiersResp(ToolRespWithErrors):
 class GetCompetitorsFromIdentifiers(KfinanceTool):
     name: str = "get_competitors_from_identifiers"
     description: str = "Retrieves a list of company_id and company_name that are competitors for a list of companies, optionally filtered by the source of the competitor information."
-    args_schema = GetCompetitorsFromIdentifiersArgs
+    args_schema: Type[GetCompetitorsFromIdentifiersArgs] = GetCompetitorsFromIdentifiersArgs
     accepted_permissions: set[Permission] | None = {Permission.CompetitorsPermission}
 
     def _run(