kensho-kfinance 3.2.8__tar.gz → 3.2.9__tar.gz

{kensho_kfinance-3.2.8/kensho_kfinance.egg-info → kensho_kfinance-3.2.9}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: kensho-kfinance
-Version: 3.2.8
+Version: 3.2.9
 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-3.2.8 → kensho_kfinance-3.2.9/kensho_kfinance.egg-info}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: kensho-kfinance
-Version: 3.2.8
+Version: 3.2.9
 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-3.2.8 → kensho_kfinance-3.2.9}/kfinance/CHANGELOG.md

@@ -1,5 +1,8 @@
 # Changelog
 
+# v3.2.9
+- Updated tool descriptions for line items, segments, and statements to mention that all period-based inputs and outputs refer only to the calendar year.
+
 # v3.2.8
 - Added support for None to LineItemResponse & empty behavior for line items, segments, and statements
 

{kensho_kfinance-3.2.8 → kensho_kfinance-3.2.9}/kfinance/domains/line_items/line_item_tools.py

@@ -43,6 +43,7 @@ class GetFinancialLineItemFromIdentifiers(KfinanceTool):
 
         - When possible, pass multiple identifiers in a single call rather than making multiple calls.
         - To fetch the most recent value for the line item, leave start_year, start_quarter, end_year, and end_quarter as None.
+        - The tool accepts arguments in calendar years, and all outputs will be presented in terms of calendar years. Please note that these calendar years may not align with the company's fiscal year.
 
         Example:
         Query: "What are the revenues of Lowe's and Home Depot?"

{kensho_kfinance-3.2.8 → kensho_kfinance-3.2.9}/kfinance/domains/segments/segment_tools.py

@@ -1,3 +1,4 @@
+from textwrap import dedent
 from typing import Literal, Type
 
 from pydantic import BaseModel, Field
@@ -30,7 +31,11 @@ class GetSegmentsFromIdentifiersResp(ToolRespWithErrors):
 
 class GetSegmentsFromIdentifiers(KfinanceTool):
     name: str = "get_segments_from_identifiers"
-    description: str = "Get the templated segments associated with a list of identifiers."
+    description: str = dedent("""
+        Get the templated segments associated with a list of identifiers.
+
+        - The tool accepts arguments in calendar years, and all outputs will be presented in terms of calendar years. Please note that these calendar years may not align with the company's fiscal year.
+    """).strip()
     args_schema: Type[BaseModel] = GetSegmentsFromIdentifiersArgs
     accepted_permissions: set[Permission] | None = {Permission.SegmentsPermission}
 

{kensho_kfinance-3.2.8 → kensho_kfinance-3.2.9}/kfinance/domains/statements/statement_tools.py

@@ -35,6 +35,7 @@ class GetFinancialStatementFromIdentifiers(KfinanceTool):
         Get a financial statement associated with a group of identifiers.
 
         - To fetch the most recent value for the statement, leave start_year, start_quarter, end_year, and end_quarter as None.
+        - The tool accepts arguments in calendar years, and all outputs will be presented in terms of calendar years. Please note that these calendar years may not align with the company's fiscal year.
 
         Example:
         Query: "Fetch the balance sheets of BAC and GS for 2024"

{kensho_kfinance-3.2.8 → kensho_kfinance-3.2.9}/kfinance/version.py

@@ -28,7 +28,7 @@ version_tuple: VERSION_TUPLE
 commit_id: COMMIT_ID
 __commit_id__: COMMIT_ID
 
-__version__ = version = '3.2.8'
-__version_tuple__ = version_tuple = (3, 2, 8)
+__version__ = version = '3.2.9'
+__version_tuple__ = version_tuple = (3, 2, 9)
 
-__commit_id__ = commit_id = 'ge9fdf681b'
+__commit_id__ = commit_id = 'g1b5b8b25a'