reportify-sdk 0.2.9__py3-none-any.whl → 0.3.0__py3-none-any.whl

reportify_sdk/__init__.py

@@ -20,7 +20,7 @@ from reportify_sdk.exceptions import (
     APIError,
 )
 
-__version__ = "0.2.9"
+__version__ = "0.3.0"
 __all__ = [
     "Reportify",
     "ReportifyError",

reportify_sdk/chat.py

@@ -54,7 +54,7 @@ class ChatModule:
             categories: Filter by document categories
             markets: Filter by markets (cn, hk, us)
             institutions: Filter by institutions
-            symbols: Filter by stock symbols
+            symbols: Stock symbols in market:ticker format (e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
             tags: Filter by tags
             start_date: Start date filter (YYYY-MM-DD)
             end_date: End date filter (YYYY-MM-DD)

reportify_sdk/client.py

@@ -67,13 +67,14 @@ class Reportify:
         self._chat = None
         self._agent = None
         self._user = None
+        self._search = None
 
     def _get_headers(self) -> dict[str, str]:
         """Get default headers for API requests"""
         return {
             "Authorization": f"Bearer {self.api_key}",
             "Content-Type": "application/json",
-            "User-Agent": "reportify-sdk-python/0.2.9",
+            "User-Agent": "reportify-sdk-python/0.3.0",
         }
 
     def _request(
@@ -157,338 +158,19 @@ class Reportify:
             else:
                 raise APIError(f"API error: {status_code}")
 
-    # -------------------------------------------------------------------------
-    # Search Methods
-    # -------------------------------------------------------------------------
-
-    def search(
-        self,
-        query: str,
-        *,
-        num: int = 10,
-        symbols: list[str] | None = None,
-        industries: list[str] | None = None,
-        channel_ids: list[str] | None = None,
-        start_datetime: str | None = None,
-        end_datetime: str | None = None,
-    ) -> list[dict[str, Any]]:
-        """
-        Search documents across all categories
-
-        Args:
-            query: Search query string
-            num: Number of results to return (default: 10, max: 100)
-            symbols: Filter by stock symbols (e.g., ["US:AAPL", "HK:0700"])
-            industries: Filter by industries
-            channel_ids: Filter by channel IDs
-            start_datetime: Start datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-            end_datetime: End datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-
-        Returns:
-            List of matching documents
-
-        Example:
-            >>> docs = client.search("Tesla earnings", num=10)
-            >>> for doc in docs:
-            ...     print(doc["title"])
-        """
-        data: dict[str, Any] = {
-            "query": query,
-            "num": num,
-        }
-        if symbols:
-            data["symbols"] = symbols
-        if industries:
-            data["industries"] = industries
-        if channel_ids:
-            data["channel_ids"] = channel_ids
-        if start_datetime:
-            data["start_datetime"] = start_datetime
-        if end_datetime:
-            data["end_datetime"] = end_datetime
-
-        response = self._post("/v2/search", json=data)
-        return response.get("docs", [])
-
-    def search_news(
-        self,
-        query: str,
-        *,
-        num: int = 10,
-        symbols: list[str] | None = None,
-        channel_ids: list[str] | None = None,
-        start_datetime: str | None = None,
-        end_datetime: str | None = None,
-    ) -> list[dict[str, Any]]:
-        """
-        Search news articles
-
-        Args:
-            query: Search query string
-            num: Number of results to return
-            symbols: Filter by stock symbols
-            channel_ids: Filter by channel IDs
-            start_datetime: Start datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-            end_datetime: End datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-
-        Returns:
-            List of news articles
-        """
-        data: dict[str, Any] = {"query": query, "num": num}
-        if symbols:
-            data["symbols"] = symbols
-        if channel_ids:
-            data["channel_ids"] = channel_ids
-        if start_datetime:
-            data["start_datetime"] = start_datetime
-        if end_datetime:
-            data["end_datetime"] = end_datetime
-
-        response = self._post("/v2/search/news", json=data)
-        return response.get("docs", [])
-
-    def search_reports(
-        self,
-        query: str,
-        *,
-        num: int = 10,
-        symbols: list[str] | None = None,
-        industries: list[str] | None = None,
-        channel_ids: list[str] | None = None,
-        start_datetime: str | None = None,
-        end_datetime: str | None = None,
-    ) -> list[dict[str, Any]]:
-        """
-        Search research reports
-
-        Args:
-            query: Search query string
-            num: Number of results to return
-            symbols: Filter by stock symbols
-            industries: Filter by industries
-            channel_ids: Filter by channel IDs
-            start_datetime: Start datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-            end_datetime: End datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-
-        Returns:
-            List of research reports
-        """
-        data: dict[str, Any] = {"query": query, "num": num}
-        if symbols:
-            data["symbols"] = symbols
-        if industries:
-            data["industries"] = industries
-        if channel_ids:
-            data["channel_ids"] = channel_ids
-        if start_datetime:
-            data["start_datetime"] = start_datetime
-        if end_datetime:
-            data["end_datetime"] = end_datetime
-
-        response = self._post("/v2/search/reports", json=data)
-        return response.get("docs", [])
-
-    def search_filings(
-        self,
-        query: str,
-        symbols: list[str],
-        *,
-        num: int = 10,
-        start_datetime: str | None = None,
-        end_datetime: str | None = None,
-    ) -> list[dict[str, Any]]:
-        """
-        Search company filings and announcements
-
-        Args:
-            query: Search query string
-            symbols: Stock symbols to filter by (required)
-            num: Number of results to return
-            start_datetime: Start datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-            end_datetime: End datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-
-        Returns:
-            List of filings
-        """
-        data: dict[str, Any] = {"query": query, "symbols": symbols, "num": num}
-        if start_datetime:
-            data["start_datetime"] = start_datetime
-        if end_datetime:
-            data["end_datetime"] = end_datetime
-
-        response = self._post("/v2/search/filings", json=data)
-        return response.get("docs", [])
-
-    def search_transcripts(
-        self,
-        query: str,
-        symbols: list[str],
-        *,
-        num: int = 10,
-        start_datetime: str | None = None,
-        end_datetime: str | None = None,
-    ) -> list[dict[str, Any]]:
-        """
-        Search earnings call transcripts (conference calls)
-
-        Args:
-            query: Search query string
-            symbols: Stock symbols to filter by (required)
-            num: Number of results to return
-            start_datetime: Start datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-            end_datetime: End datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-
-        Returns:
-            List of transcripts
-        """
-        data: dict[str, Any] = {"query": query, "symbols": symbols, "num": num}
-        if start_datetime:
-            data["start_datetime"] = start_datetime
-        if end_datetime:
-            data["end_datetime"] = end_datetime
-
-        response = self._post("/v2/search/conference-calls", json=data)
-        return response.get("docs", [])
-
-    def search_earnings_pack(
-        self,
-        query: str,
-        symbols: list[str],
-        *,
-        num: int = 10,
-        start_datetime: str | None = None,
-        end_datetime: str | None = None,
-    ) -> list[dict[str, Any]]:
-        """
-        Search earnings pack documents
-
-        Includes financial reports, earnings call transcripts, 
-        presentation materials, and press releases.
-
-        Args:
-            query: Search query string
-            symbols: Stock symbols to filter by (required)
-            num: Number of results to return
-            start_datetime: Start datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-            end_datetime: End datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-
-        Returns:
-            List of earnings pack documents
-        """
-        data: dict[str, Any] = {"query": query, "symbols": symbols, "num": num}
-        if start_datetime:
-            data["start_datetime"] = start_datetime
-        if end_datetime:
-            data["end_datetime"] = end_datetime
-
-        response = self._post("/v2/search/earnings-pack", json=data)
-        return response.get("docs", [])
-
-    def search_minutes(
-        self,
-        query: str,
-        *,
-        num: int = 10,
-        symbols: list[str] | None = None,
-        start_datetime: str | None = None,
-        end_datetime: str | None = None,
-    ) -> list[dict[str, Any]]:
-        """
-        Search minutes transcripts
-
-        Includes conference calls and IR (Investor Relations) meetings.
-
-        Args:
-            query: Search query string
-            num: Number of results to return
-            symbols: Filter by stock symbols
-            start_datetime: Start datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-            end_datetime: End datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-
-        Returns:
-            List of minutes transcripts
-        """
-        data: dict[str, Any] = {"query": query, "num": num}
-        if symbols:
-            data["symbols"] = symbols
-        if start_datetime:
-            data["start_datetime"] = start_datetime
-        if end_datetime:
-            data["end_datetime"] = end_datetime
-
-        response = self._post("/v2/search/minutes", json=data)
-        return response.get("docs", [])
-
-    def search_socials(
-        self,
-        query: str,
-        *,
-        num: int = 10,
-        symbols: list[str] | None = None,
-        channel_ids: list[str] | None = None,
-        start_datetime: str | None = None,
-        end_datetime: str | None = None,
-    ) -> list[dict[str, Any]]:
-        """
-        Search social media content and market sentiment
-
-        Args:
-            query: Search query string
-            num: Number of results to return
-            symbols: Filter by stock symbols
-            channel_ids: Filter by channel IDs
-            start_datetime: Start datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-            end_datetime: End datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-
-        Returns:
-            List of social media content
-        """
-        data: dict[str, Any] = {"query": query, "num": num}
-        if symbols:
-            data["symbols"] = symbols
-        if channel_ids:
-            data["channel_ids"] = channel_ids
-        if start_datetime:
-            data["start_datetime"] = start_datetime
-        if end_datetime:
-            data["end_datetime"] = end_datetime
-
-        response = self._post("/v2/search/socials", json=data)
-        return response.get("docs", [])
-
-    def search_webpages(
-        self,
-        query: str,
-        *,
-        num: int = 10,
-        start_datetime: str | None = None,
-        end_datetime: str | None = None,
-    ) -> list[dict[str, Any]]:
-        """
-        Search webpage content
-
-        Args:
-            query: Search query string
-            num: Number of results to return
-            start_datetime: Start datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-            end_datetime: End datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
-
-        Returns:
-            List of webpage content
-        """
-        data: dict[str, Any] = {"query": query, "num": num}
-        if start_datetime:
-            data["start_datetime"] = start_datetime
-        if end_datetime:
-            data["end_datetime"] = end_datetime
-
-        response = self._post("/v2/search/webpages", json=data)
-        return response.get("docs", [])
 
     # -------------------------------------------------------------------------
     # Sub-modules (lazy loading)
     # -------------------------------------------------------------------------
 
+    @property
+    def search(self):
+        """Search module for document search across all categories"""
+        if self._search is None:
+            from reportify_sdk.search import SearchModule
+            self._search = SearchModule(self)
+        return self._search
+
     @property
     def stock(self):
         """Stock data module for financial statements, prices, etc."""

reportify_sdk/docs.py

@@ -101,7 +101,7 @@ class DocsModule:
         List documents with filters
 
         Args:
-            symbols: Filter by stock symbols
+            symbols: Stock symbols in market:ticker format (e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
             categories: Filter by document categories (financials, transcripts, reports, news, files, filings, socials)
             markets: Filter by markets (cn, hk, us)
             institutions: Filter by institutions
@@ -176,7 +176,7 @@ class DocsModule:
 
         Args:
             query: Search query string
-            symbols: Filter by stock symbols
+            symbols: Stock symbols in market:ticker format (e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
             categories: Filter by document categories (financials, transcripts, reports, news, filings, socials)
             markets: Filter by markets (cn, hk, us)
             institutions: Filter by institutions
@@ -251,7 +251,7 @@ class DocsModule:
         Query documents by stock symbols
 
         Args:
-            symbols: Stock symbols to filter by (required)
+            symbols: Stock symbols in market:ticker format (required, e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
             categories: Filter by document categories
             markets: Filter by markets (cn, hk, us)
             start_date: Start date filter (YYYY-MM-DD)
@@ -345,7 +345,7 @@ class DocsModule:
 
         Args:
             query: Search query string
-            symbols: Filter by stock symbols
+            symbols: Stock symbols in market:ticker format (e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
             categories: Filter by document categories
             markets: Filter by markets (cn, hk, us)
             institutions: Filter by institutions

reportify_sdk/search.py

@@ -0,0 +1,357 @@
+"""
+Search Module
+
+Provides document search functionality across various categories.
+"""
+
+from typing import TYPE_CHECKING, Any
+
+if TYPE_CHECKING:
+    from reportify_sdk.client import Reportify
+
+
+class SearchModule:
+    """
+    Search module for document search functionality.
+
+    Access via client.search:
+        >>> results = client.search.all("Tesla earnings")
+        >>> news = client.search.news("Apple iPhone")
+    """
+
+    def __init__(self, client: "Reportify"):
+        self._client = client
+
+    def _post(self, path: str, json: dict[str, Any] | None = None) -> dict[str, Any]:
+        return self._client._post(path, json=json)
+
+    def all(
+        self,
+        query: str,
+        *,
+        num: int = 10,
+        categories: list[str] | None = None,
+        symbols: list[str] | None = None,
+        industries: list[str] | None = None,
+        channel_ids: list[str] | None = None,
+        start_datetime: str | None = None,
+        end_datetime: str | None = None,
+    ) -> list[dict[str, Any]]:
+        """
+        Search documents across all categories
+
+        Args:
+            query: Search query string
+            num: Number of results to return (default: 10, max: 100)
+            categories: Filter by categories (news, reports, filings, transcripts, socials)
+            symbols: Stock symbols in market:ticker format (e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
+            industries: Filter by industries
+            channel_ids: Filter by channel IDs
+            start_datetime: Start datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
+            end_datetime: End datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
+
+        Returns:
+            List of matching documents
+        """
+        data: dict[str, Any] = {"query": query, "num": num}
+        if categories:
+            data["categories"] = categories
+        if symbols:
+            data["symbols"] = symbols
+        if industries:
+            data["industries"] = industries
+        if channel_ids:
+            data["channel_ids"] = channel_ids
+        if start_datetime:
+            data["start_datetime"] = start_datetime
+        if end_datetime:
+            data["end_datetime"] = end_datetime
+
+        response = self._post("/v2/search", json=data)
+        return response.get("docs", [])
+
+    def news(
+        self,
+        query: str,
+        *,
+        num: int = 10,
+        symbols: list[str] | None = None,
+        channel_ids: list[str] | None = None,
+        start_datetime: str | None = None,
+        end_datetime: str | None = None,
+    ) -> list[dict[str, Any]]:
+        """
+        Search news articles
+
+        Args:
+            query: Search query string
+            num: Number of results to return
+            symbols: Stock symbols in market:ticker format (e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
+            channel_ids: Filter by channel IDs
+            start_datetime: Start datetime filter
+            end_datetime: End datetime filter
+
+        Returns:
+            List of news documents
+        """
+        data: dict[str, Any] = {"query": query, "num": num}
+        if symbols:
+            data["symbols"] = symbols
+        if channel_ids:
+            data["channel_ids"] = channel_ids
+        if start_datetime:
+            data["start_datetime"] = start_datetime
+        if end_datetime:
+            data["end_datetime"] = end_datetime
+
+        response = self._post("/v2/search/news", json=data)
+        return response.get("docs", [])
+
+    def reports(
+        self,
+        query: str,
+        *,
+        num: int = 10,
+        symbols: list[str] | None = None,
+        industries: list[str] | None = None,
+        channel_ids: list[str] | None = None,
+        start_datetime: str | None = None,
+        end_datetime: str | None = None,
+    ) -> list[dict[str, Any]]:
+        """
+        Search research reports
+
+        Args:
+            query: Search query string
+            num: Number of results to return
+            symbols: Stock symbols in market:ticker format (e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
+            industries: Filter by industries
+            channel_ids: Filter by channel IDs
+            start_datetime: Start datetime filter
+            end_datetime: End datetime filter
+
+        Returns:
+            List of research reports
+        """
+        data: dict[str, Any] = {"query": query, "num": num}
+        if symbols:
+            data["symbols"] = symbols
+        if industries:
+            data["industries"] = industries
+        if channel_ids:
+            data["channel_ids"] = channel_ids
+        if start_datetime:
+            data["start_datetime"] = start_datetime
+        if end_datetime:
+            data["end_datetime"] = end_datetime
+
+        response = self._post("/v2/search/reports", json=data)
+        return response.get("docs", [])
+
+    def filings(
+        self,
+        query: str,
+        symbols: list[str],
+        *,
+        num: int = 10,
+        start_datetime: str | None = None,
+        end_datetime: str | None = None,
+    ) -> list[dict[str, Any]]:
+        """
+        Search company filings
+
+        Args:
+            query: Search query string
+            symbols: Stock symbols in market:ticker format (required, e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
+            num: Number of results to return
+            start_datetime: Start datetime filter
+            end_datetime: End datetime filter
+
+        Returns:
+            List of filing documents
+        """
+        data: dict[str, Any] = {"query": query, "symbols": symbols, "num": num}
+        if start_datetime:
+            data["start_datetime"] = start_datetime
+        if end_datetime:
+            data["end_datetime"] = end_datetime
+
+        response = self._post("/v2/search/filings", json=data)
+        return response.get("docs", [])
+
+    def conference_calls(
+        self,
+        query: str,
+        symbols: list[str],
+        *,
+        num: int = 10,
+        start_datetime: str | None = None,
+        end_datetime: str | None = None,
+        fiscal_year: str | None = None,
+        fiscal_quarter: str | None = None,
+    ) -> list[dict[str, Any]]:
+        """
+        Search earnings call transcripts and slides
+
+        Args:
+            query: Search query string
+            symbols: Stock symbols in market:ticker format (required, e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
+            num: Number of results to return
+            start_datetime: Start datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
+            end_datetime: End datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
+            fiscal_year: Fiscal year filter (e.g., '2025', '2026')
+            fiscal_quarter: Fiscal quarter filter (e.g., 'Q1', 'Q2', 'Q3', 'Q4')
+
+        Returns:
+            List of conference call documents
+        """
+        data: dict[str, Any] = {"query": query, "symbols": symbols, "num": num}
+        if start_datetime:
+            data["start_datetime"] = start_datetime
+        if end_datetime:
+            data["end_datetime"] = end_datetime
+        if fiscal_year:
+            data["fiscal_year"] = fiscal_year
+        if fiscal_quarter:
+            data["fiscal_quarter"] = fiscal_quarter
+
+        response = self._post("/v2/search/conference-calls", json=data)
+        return response.get("docs", [])
+
+    def earnings_pack(
+        self,
+        query: str,
+        symbols: list[str],
+        *,
+        num: int = 10,
+        start_datetime: str | None = None,
+        end_datetime: str | None = None,
+        fiscal_year: str | None = None,
+        fiscal_quarter: str | None = None,
+    ) -> list[dict[str, Any]]:
+        """
+        Search earnings financial reports
+
+        Args:
+            query: Search query string
+            symbols: Stock symbols in market:ticker format (required, e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
+            num: Number of results to return
+            start_datetime: Start datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
+            end_datetime: End datetime filter (YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
+            fiscal_year: Fiscal year filter (e.g., '2025', '2026')
+            fiscal_quarter: Fiscal quarter filter (e.g., 'Q1', 'Q2', 'Q3', 'Q4')
+
+        Returns:
+            List of earnings pack documents
+        """
+        data: dict[str, Any] = {"query": query, "symbols": symbols, "num": num}
+        if start_datetime:
+            data["start_datetime"] = start_datetime
+        if end_datetime:
+            data["end_datetime"] = end_datetime
+        if fiscal_year:
+            data["fiscal_year"] = fiscal_year
+        if fiscal_quarter:
+            data["fiscal_quarter"] = fiscal_quarter
+
+        response = self._post("/v2/search/earnings-pack", json=data)
+        return response.get("docs", [])
+
+    def minutes(
+        self,
+        query: str,
+        *,
+        num: int = 10,
+        symbols: list[str] | None = None,
+        start_datetime: str | None = None,
+        end_datetime: str | None = None,
+    ) -> list[dict[str, Any]]:
+        """
+        Search conference calls and IR (Investor Relations) meetings
+
+        Args:
+            query: Search query string
+            num: Number of results to return
+            symbols: Stock symbols in market:ticker format (e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
+            start_datetime: Start datetime filter
+            end_datetime: End datetime filter
+
+        Returns:
+            List of minutes documents
+        """
+        data: dict[str, Any] = {"query": query, "num": num}
+        if symbols:
+            data["symbols"] = symbols
+        if start_datetime:
+            data["start_datetime"] = start_datetime
+        if end_datetime:
+            data["end_datetime"] = end_datetime
+
+        response = self._post("/v2/search/minutes", json=data)
+        return response.get("docs", [])
+
+    def socials(
+        self,
+        query: str,
+        *,
+        num: int = 10,
+        symbols: list[str] | None = None,
+        channel_ids: list[str] | None = None,
+        start_datetime: str | None = None,
+        end_datetime: str | None = None,
+    ) -> list[dict[str, Any]]:
+        """
+        Search social media content
+
+        Args:
+            query: Search query string
+            num: Number of results to return
+            symbols: Stock symbols in market:ticker format (e.g., US:AAPL, HK:00700, SH:600519, SZ:000001)
+            channel_ids: Filter by channel IDs
+            start_datetime: Start datetime filter
+            end_datetime: End datetime filter
+
+        Returns:
+            List of social media documents
+        """
+        data: dict[str, Any] = {"query": query, "num": num}
+        if symbols:
+            data["symbols"] = symbols
+        if channel_ids:
+            data["channel_ids"] = channel_ids
+        if start_datetime:
+            data["start_datetime"] = start_datetime
+        if end_datetime:
+            data["end_datetime"] = end_datetime
+
+        response = self._post("/v2/search/socials", json=data)
+        return response.get("docs", [])
+
+    def webpages(
+        self,
+        query: str,
+        *,
+        num: int = 10,
+        start_datetime: str | None = None,
+        end_datetime: str | None = None,
+    ) -> list[dict[str, Any]]:
+        """
+        Search webpage content
+
+        Args:
+            query: Search query string
+            num: Number of results to return
+            start_datetime: Start datetime filter
+            end_datetime: End datetime filter
+
+        Returns:
+            List of webpage content
+        """
+        data: dict[str, Any] = {"query": query, "num": num}
+        if start_datetime:
+            data["start_datetime"] = start_datetime
+        if end_datetime:
+            data["end_datetime"] = end_datetime
+
+        response = self._post("/v2/search/webpages", json=data)
+        return response.get("docs", [])

reportify_sdk/stock.py

@@ -118,7 +118,7 @@ class StockModule:
         Get income statement data
 
         Args:
-            symbol: Stock symbol (e.g., "US:AAPL")
+            symbol: Stock symbol
             period: Report cycle ("annual", "quarterly", "cumulative quarterly")
             limit: Return latest N records (default: 8)
             start_date: Start date (YYYY-MM-DD)
@@ -329,7 +329,7 @@ class StockModule:
         Get real-time stock quote
 
         Args:
-            symbol: Stock symbol (e.g., "US:AAPL", "688001", "00700")
+            symbol: Stock symbol
 
         Returns:
             DataFrame with real-time quote data

{reportify_sdk-0.2.9.dist-info → reportify_sdk-0.3.0.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: reportify-sdk
-Version: 0.2.9
+Version: 0.3.0
 Summary: Python SDK for Reportify API - Financial data and document search
 Author-email: Reportify <support@reportify.cn>
 License-Expression: MIT
@@ -75,19 +75,18 @@ balance = client.stock.balance_sheet("US:AAPL")
 cashflow = client.stock.cashflow_statement("US:AAPL")
 
 # Price data
-prices = client.stock.prices("US:AAPL", limit=30)
-kline = client.stock.kline("US:TSLA", interval="1d", limit=100)
+prices = client.stock.prices("US:AAPL", start_date="2024-01-01")
 
-# Real-time quotes
-quotes = client.stock.quote(["US:AAPL", "US:MSFT"])
+# Real-time quote
+quote = client.stock.quote("US:AAPL")
 
 # Company info
 overview = client.stock.overview("US:AAPL")
 shareholders = client.stock.shareholders("US:AAPL")
 
 # Screening and calendar
-stocks = client.stock.screener(market="US", min_market_cap=1e10)
-earnings = client.stock.earnings_calendar(area="us", start_date="2024-01-01")
+stocks = client.stock.screener(country="US", market_cap_more_than=1e10)
+earnings = client.stock.earnings_calendar(market="us", start_date="2024-01-01", end_date="2024-01-31")
 ```
 
 ### Timeline
@@ -118,6 +117,102 @@ summary = client.docs.summary("doc_id")
 # List and search documents
 docs = client.docs.list(symbols=["US:AAPL"], page_size=10)
 chunks = client.docs.search_chunks("revenue breakdown", num=5)
+
+# Upload documents
+result = client.docs.upload([
+    {"url": "https://example.com/report.pdf", "name": "Annual Report"}
+])
+```
+
+### Quant (Quantitative Analysis)
+
+```python
+# Compute technical indicators
+df = client.quant.compute_indicators(["000001"], "RSI(14)")
+df = client.quant.compute_indicators(["000001"], "MACD()")
+
+# Screen stocks by formula
+stocks = client.quant.screen(formula="RSI(14) < 30")
+stocks = client.quant.screen(formula="CROSS(MA(5), MA(20))")
+
+# Get OHLCV data
+ohlcv = client.quant.ohlcv("000001", start_date="2024-01-01")
+ohlcv_batch = client.quant.ohlcv_batch(["000001", "600519"])
+
+# Backtest strategy
+result = client.quant.backtest(
+    start_date="2023-01-01",
+    end_date="2024-01-01",
+    symbol="000001",
+    entry_formula="CROSS(MA(5), MA(20))",
+    exit_formula="CROSSDOWN(MA(5), MA(20))"
+)
+print(f"Total Return: {result['total_return_pct']:.2%}")
+```
+
+### Concepts
+
+```python
+# Get latest concepts
+concepts = client.concepts.latest()
+for c in concepts:
+    print(c["concept_name"])
+
+# Get today's concept feeds
+feeds = client.concepts.today()
+```
+
+### Channels
+
+```python
+# Search channels
+result = client.channels.search("Goldman Sachs")
+
+# Get followed channels
+followings = client.channels.followings()
+
+# Follow/unfollow a channel
+client.channels.follow("channel_id")
+client.channels.unfollow("channel_id")
+```
+
+### Chat
+
+```python
+# Chat completion based on documents
+response = client.chat.completion(
+    "What are Tesla's revenue projections?",
+    symbols=["US:TSLA"],
+    mode="comprehensive"  # concise, comprehensive, deepresearch
+)
+print(response["message"])
+```
+
+### Agent
+
+```python
+# Create agent conversation
+conv = client.agent.create_conversation(agent_id=11887655289749510)
+
+# Chat with agent
+response = client.agent.chat(
+    conversation_id=conv["id"],
+    message="Analyze NVIDIA's latest earnings"
+)
+
+# Get agent-generated file
+file_content = client.agent.get_file("file_id")
+with open("output.xlsx", "wb") as f:
+    f.write(file_content)
+```
+
+### User
+
+```python
+# Get followed companies
+companies = client.user.followed_companies()
+for company in companies:
+    print(f"{company['symbol']}: {company['name']}")
 ```
 
 ## Error Handling

reportify_sdk-0.3.0.dist-info/RECORD

@@ -0,0 +1,19 @@
+reportify_sdk/__init__.py,sha256=l7E4ELvxQ8qSEpgDK3-I3JfhBBKmLS8RP4hpbxieVac,662
+reportify_sdk/agent.py,sha256=y1iP4Jq7-ESMxeCWB_vxkAvwCjUCWT8K-ZSeJswU6nQ,6358
+reportify_sdk/channels.py,sha256=VbBCispCiP2Mzqn5lmBWVNWog4ElVni46mK2zg7KKzg,3518
+reportify_sdk/chat.py,sha256=GQVfre4p2H9Kb0imX1-LvGqMrtnsuGhjQskBNUqUI_I,3613
+reportify_sdk/client.py,sha256=RqJusEisy7-bWC35gTByb3E6BaD5DlDsTP7VmZ9zFQ0,8206
+reportify_sdk/concepts.py,sha256=XlHPuuZacFFUccMthyeb5R2OTayFYxXgIODKNfJLa_c,1891
+reportify_sdk/docs.py,sha256=PsOJrm-tFvvfHyVOWUptLC6wHhze5AMizD8MkcktEBo,16814
+reportify_sdk/exceptions.py,sha256=r2_C_kTh6tCrQnfA3UozSqMMA-2OBnoP3pGpgYeqcdU,1049
+reportify_sdk/kb.py,sha256=3e82_56hvnGQ2fI404g3DAem9javPY7OpE5B8goYOB8,2895
+reportify_sdk/quant.py,sha256=9rWKWo2UlG3GfsQC-jpEgXUl25ojEabpvOGISyGMamM,15110
+reportify_sdk/search.py,sha256=rzleME8_DwdiJ-__0qPjXkQZmaJ6JXH-ycJ_mUlkkNw,11866
+reportify_sdk/stock.py,sha256=sBUYmbj3nz5HaOGF5HakRF5Qt9Y5veZA1U2vDRau2vw,21473
+reportify_sdk/timeline.py,sha256=7ZbF5-0eGoF_N5h9swEyYgZSaMb54PMwLDXlaqFS4ns,5396
+reportify_sdk/user.py,sha256=lsdhvaovllEwYiz4fhhSwl8PMX8tKswzABAvZbB0iJw,1261
+reportify_sdk-0.3.0.dist-info/licenses/LICENSE,sha256=zBUq4DL4lE-fZU_PMkr0gnxkYS1LhdRHFw8_LmCb-ek,1066
+reportify_sdk-0.3.0.dist-info/METADATA,sha256=1xLeNuSnTG6nMOzBH6AIzmoWdDWAN5d3HXXGPSQfMZA,6451
+reportify_sdk-0.3.0.dist-info/WHEEL,sha256=wUyA8OaulRlbfwMtmQsvNngGrxQHAvkKcvRmdizlJi0,92
+reportify_sdk-0.3.0.dist-info/top_level.txt,sha256=tc_dzCSWIDsNbHSi-FlyEEX8xwinhN9gl-CwyLRE4B0,14
+reportify_sdk-0.3.0.dist-info/RECORD,,

{reportify_sdk-0.2.9.dist-info → reportify_sdk-0.3.0.dist-info}/WHEEL

@@ -1,5 +1,5 @@
 Wheel-Version: 1.0
-Generator: setuptools (80.10.1)
+Generator: setuptools (80.10.2)
 Root-Is-Purelib: true
 Tag: py3-none-any
 

reportify_sdk-0.2.9.dist-info/RECORD

@@ -1,18 +0,0 @@
-reportify_sdk/__init__.py,sha256=MZT6iafbhygOeqejK_rh0mBoXizw6f21J7M4ghlUj28,662
-reportify_sdk/agent.py,sha256=y1iP4Jq7-ESMxeCWB_vxkAvwCjUCWT8K-ZSeJswU6nQ,6358
-reportify_sdk/channels.py,sha256=VbBCispCiP2Mzqn5lmBWVNWog4ElVni46mK2zg7KKzg,3518
-reportify_sdk/chat.py,sha256=w2KE8kO9PgL1uFSpBGI-8oD6pVhr0NF5ZAS_YoaFU5I,3551
-reportify_sdk/client.py,sha256=6PFJj_2kVQxQ1YXCz-cAmFijAn-9RrYd8WFFzJJj27M,18745
-reportify_sdk/concepts.py,sha256=XlHPuuZacFFUccMthyeb5R2OTayFYxXgIODKNfJLa_c,1891
-reportify_sdk/docs.py,sha256=6VylFci91gdV89tVKnaUgLYRF3suGEFTkO85VwK_ip4,16570
-reportify_sdk/exceptions.py,sha256=r2_C_kTh6tCrQnfA3UozSqMMA-2OBnoP3pGpgYeqcdU,1049
-reportify_sdk/kb.py,sha256=3e82_56hvnGQ2fI404g3DAem9javPY7OpE5B8goYOB8,2895
-reportify_sdk/quant.py,sha256=9rWKWo2UlG3GfsQC-jpEgXUl25ojEabpvOGISyGMamM,15110
-reportify_sdk/stock.py,sha256=DkZkLXAPVK4AbkjWRRe6OdjXjUyJD1JZz0hEXMjtT_Y,21528
-reportify_sdk/timeline.py,sha256=7ZbF5-0eGoF_N5h9swEyYgZSaMb54PMwLDXlaqFS4ns,5396
-reportify_sdk/user.py,sha256=lsdhvaovllEwYiz4fhhSwl8PMX8tKswzABAvZbB0iJw,1261
-reportify_sdk-0.2.9.dist-info/licenses/LICENSE,sha256=zBUq4DL4lE-fZU_PMkr0gnxkYS1LhdRHFw8_LmCb-ek,1066
-reportify_sdk-0.2.9.dist-info/METADATA,sha256=cGo0IJ7EViR9IUG71fqyzpicvklzGH9tgYgyB7VwZfU,4311
-reportify_sdk-0.2.9.dist-info/WHEEL,sha256=qELbo2s1Yzl39ZmrAibXA2jjPLUYfnVhUNTlyF1rq0Y,92
-reportify_sdk-0.2.9.dist-info/top_level.txt,sha256=tc_dzCSWIDsNbHSi-FlyEEX8xwinhN9gl-CwyLRE4B0,14
-reportify_sdk-0.2.9.dist-info/RECORD,,