sovai 0.2.28__tar.gz → 0.2.30__tar.gz

{sovai-0.2.28 → sovai-0.2.30}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.1
 Name: sovai
-Version: 0.2.28
+Version: 0.2.30
 Summary: python for asset management
 License: Proprietary License
 Author: Derek Snow
@@ -40,6 +40,7 @@ Requires-Dist: requests (>=2.20)
 Requires-Dist: ruptures (>=1.0) ; extra == "full"
 Requires-Dist: scikit-learn (>=1.0) ; extra == "full"
 Requires-Dist: scipy (>=1.0) ; extra == "full"
+Requires-Dist: seaborn (>=0.13.2,<0.14.0)
 Requires-Dist: shap (>=0.40) ; extra == "full"
 Requires-Dist: skfolio (>=0.3) ; extra == "full"
 Requires-Dist: statsforecast (>=1.0) ; extra == "full"

{sovai-0.2.28 → sovai-0.2.30}/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "sovai"
-version = "0.2.28"
+version = "0.2.30"
 description = "python for asset management"
 authors = ["Derek Snow <d.snow@outlook.com>"]
 license = "Proprietary License"
@@ -64,6 +64,7 @@ dash-bootstrap-components = {version = ">=1.6.0", optional = true}
 yachalk = "^0.1.6"
 pyvis = "^0.3.2"
 networkx = "^3.3"
+seaborn = "^0.13.2"
 
 
 [tool.poetry.extras]

{sovai-0.2.28 → sovai-0.2.30}/sovai/__init__.py

@@ -27,9 +27,11 @@ try:
     from .extensions.pandas_extensions import CustomDataFrame as extension
     from .get_tools import sec_search, sec_filing, code, sec_graph
     HAS_FULL_INSTALL = True
-except ImportError:
+except ImportError as e:
+    print(f"ImportError: {e}")
     HAS_FULL_INSTALL = False
 
+
 __all__ = ['read_key', 'save_key', 'ApiConfig', 'data', 'basic_auth', 'token_auth']
 
 if HAS_FULL_INSTALL:

sovai-0.2.30/sovai/get_tools.py

@@ -0,0 +1,82 @@
+from .tools.sec.sec_edgar_search import edgar_search_report
+
+from .tools.sec.sec_10_k_8_k_filings import large_filing_module
+
+from .tools.sec.llm_code_generator import generate_sovai_code
+
+from .tools.sec.graphs import analyze_10k_graph
+
+import pandas as pd
+
+
+def sec_search(search="CFO Resgination"):
+
+    return edgar_search_report(search)
+
+
+
+
+def sec_filing(ticker="AAPL", form="10-Q", date_input="2023-Q3", verbose=False):
+
+    return large_filing_module(ticker, form=form, date_input=date_input, verbose=verbose)
+
+
+
+def code(prompt="get bankruptcy data for Tesla", verbose=False, run=False):
+
+    return generate_sovai_code(prompt, verbose=verbose, run=run)
+
+
+from typing import Optional, Union
+
+def sec_graph(
+    ticker: str = "AAPL", 
+    date: str = "2024-Q3", 
+    verbose: bool = False, 
+    ontology_type: str = "causal", 
+    oai_model: str = "gpt-4o-mini", 
+    batch: bool = True, 
+    batch_size: int = 10, 
+    sentiment_filter: Optional[Union[float, bool]] = None,  # Can be a float or a boolean for flexibility
+    output_dir: str = "./docs", 
+    use_cache: bool = True
+) -> pd.DataFrame:
+    """
+    Generate a knowledge graph from 10-K SEC filings for a given ticker using the specified ontology type.
+
+    Parameters:
+    - ticker (str): Ticker symbol (e.g., AAPL for Apple Inc.)
+    - date (str): Filing date or quarter (default: "2024-Q3").
+    - verbose (bool): Whether to print detailed logs.
+    - ontology_type (str): The ontology type to use for analysis. Choose from:
+      - "connection", "causal", "temporal", "stakeholder", "innovation", "esg", "sentiment"
+    - oai_model (str): OpenAI model to use (default: "gpt-4o-mini").
+    - batch (bool): Whether to process documents in batches.
+    - batch_size (int): Number of documents to process in a batch (default: 10).
+    - sentiment_filter (Optional[Union[float, bool]]): Filter by sentiment scores or leave as None for no filter.
+    - output_dir (str): Directory to save graph outputs (default: "./docs").
+    - use_cache (bool): Whether to use cached results to speed up analysis.
+
+    Returns:
+    - pd.DataFrame: DataFrame representing the generated graph with nodes and relationships.
+    """
+
+    # Ensure ontology type is valid
+    ontology = ["connection", "causal", "temporal", "stakeholder", "innovation", "esg", "sentiment"]
+    
+    if ontology_type not in ontology:
+        raise ValueError(f"Invalid ontology type: {ontology_type}. Must be one of: {ontology}")
+
+    return analyze_10k_graph(
+        ticker=ticker, 
+        date=date, 
+        section_select=True, 
+        ontology_type=ontology_type, 
+        oai_model=oai_model, 
+        batch=batch, 
+        batch_size=batch_size, 
+        sentiment_filter=sentiment_filter, 
+        output_dir=output_dir, 
+        use_cache=use_cache, 
+        verbose=verbose
+    )

{sovai-0.2.28 → sovai-0.2.30}/sovai/tools/sec/graphs.py

@@ -7,33 +7,40 @@ from abc import ABC, abstractmethod
 import logging
 from yachalk import chalk
 import os
+
 import logging
 
+# Disable logging by setting the highest log level (CRITICAL) globally
+logging.disable(logging.CRITICAL)
+logging.getLogger().addHandler(logging.NullHandler())
 
-class GraphLogger:
 
+class GraphLogger:
     def __init__(self, name="Graph Logger", color="white"):
-        "Set the log level (optional, can be DEBUG, INFO, WARNING, ERROR, CRITICAL)"
+        # Set the log level (optional, can be DEBUG, INFO, WARNING, ERROR, CRITICAL)
+        # log_level = os.environ.get("LOG_LEVEL", "WARNING").upper()
 
-        log_level = os.environ.get("LOG_LEVEL", "INFO").upper()
-        logging.basicConfig(level=log_level)
-
-        ## Formatter
-        self.time_format = "%Y-%m-%d %H:%M:%S"
-        format = self.format(color)
-        self.formatter = logging.Formatter(
-            fmt=format,
-            datefmt=self.time_format,
-        )
-
-        ## Handler
-        handler = logging.StreamHandler()
-        handler.setFormatter(self.formatter)
+        log_level = logging.CRITICAL
 
         ## Logger
         self.logger = logging.getLogger(name)
-        self.logger.addHandler(handler)
-        self.logger.propagate = False
+        self.logger.setLevel(log_level)
+        self.logger.propagate = False  # Avoid duplicate logs from propagating to the root logger
+
+        # Check if the logger already has handlers
+        if not self.logger.hasHandlers():
+            ## Formatter
+            self.time_format = "%Y-%m-%d %H:%M:%S"
+            format = self.format(color)
+            self.formatter = logging.Formatter(fmt=format, datefmt=self.time_format)
+
+            ## Handler
+            handler = logging.StreamHandler()
+            handler.setFormatter(self.formatter)
+            handler.setLevel(log_level)  # Ensure the handler follows the same level as the logger
+
+            # Add handler to logger
+            self.logger.addHandler(handler)
 
     def getLogger(self):
         return self.logger
@@ -175,7 +182,7 @@ class OpenAIClient(LLMClient):
         self.client = OpenAI(api_key=sov.tools.sec.llm_code_generator.get_openai_key())
 
     def generate(self, user_message: str, system_message: str) -> str:
-        print("Using Model: ", self._model)
+        # print("Using Model: ", self._model)
 
         response = self.client.chat.completions.create(
             messages=[
@@ -200,7 +207,7 @@ class OpenAIClientBatch(LLMClient):
         self.client = OpenAI(api_key="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")
 
     def generate(self, user_messages: List[str], system_message: str) -> List[str]:
-        print("Using Model: ", self._model)
+        # print("Using Model: ", self._model)
 
         messages = [
             {"role": "system", "content": system_message},
@@ -560,6 +567,9 @@ verbose_logger = GraphLogger(name="GRAPH MAKER VERBOSE", color="blue").getLogger
 red_logger = GraphLogger(name="GRAPH MAKER ERROR", color="red_bright").getLogger()
 yellow_logger = GraphLogger(name="GRAPH MAKER WARNING", color="yellow_bright").getLogger()
 
+
+
+
 import pandas as pd
 import numpy as np
 import uuid
@@ -586,18 +596,20 @@ class GraphMaker:
         self._ontology = ontology_dict[ontology_type]
         self._llm_client = llm_client
         self._verbose = verbose
-        if self._verbose:
-            verbose_logger.setLevel("INFO")
-            green_logger.setLevel("INFO")
-            json_parse_logger.setLevel("INFO")
-            red_logger.setLevel("INFO")
-            yellow_logger.setLevel("INFO")
-        else:
-            verbose_logger.setLevel(logging.NOTSET)
-            green_logger.setLevel(logging.NOTSET)
-            json_parse_logger.setLevel(logging.NOTSET)
-            red_logger.setLevel(logging.NOTSET)
-            yellow_logger.setLevel(logging.NOTSET)
+        # green_logger.setLevel(logging.NOTSET)
+        green_logger.setLevel(logging.CRITICAL)
+        # if self._verbose:
+        #     verbose_logger.setLevel("INFO")
+        #     green_logger.setLevel("INFO")
+        #     json_parse_logger.setLevel("INFO")
+        #     red_logger.setLevel("INFO")
+        #     yellow_logger.setLevel("INFO")
+        # else:
+        #     verbose_logger.setLevel(logging.NOTSET)
+        #     green_logger.setLevel(logging.NOTSET)
+        #     json_parse_logger.setLevel(logging.NOTSET)
+        #     red_logger.setLevel(logging.NOTSET)
+        #     yellow_logger.setLevel(logging.NOTSET)
 
     def user_message(self, text: str) -> str:
         return f"input text: ```\n{text}\n```"
@@ -622,7 +634,7 @@ class GraphMaker:
         return response
 
     def parse_json(self, text: str):
-        green_logger.info(f"Trying JSON Parsing: \n{text}")
+        green_logger.info(f"JSON Parsing: \n{text}")
         try:
             parsed_json = json.loads(text)
             green_logger.info(f"JSON Parsing Successful!")

sovai-0.2.28/sovai/get_tools.py

@@ -1,32 +0,0 @@
-from .tools.sec.sec_edgar_search import edgar_search_report
-
-from .tools.sec.sec_10_k_8_k_filings import large_filing_module
-
-from .tools.sec.llm_code_generator import generate_sovai_code
-
-from .tools.sec.graphs import analyze_10k_graph
-
-
-
-def sec_search(search="CFO Resgination"):
-
-    return edgar_search_report(search)
-
-
-
-
-def sec_filing(ticker="AAPL", form="10-Q", date_input="2023-Q3", verbose=False):
-
-    return large_filing_module(ticker, form=form, date_input=date_input, verbose=verbose)
-
-
-
-def code(prompt="get bankruptcy data for Tesla", verbose=False, run=False):
-
-    return generate_sovai_code(prompt, verbose=verbose, run=run)
-
-
-
-def sec_graph(ticker="AAPL", date_input="2024-Q3", verbose=False, ontology_type="causal", oai_model="gpt-4o-mini", batch=True, batch_size=10, sentiment_filter=None, output_dir="./docs", use_cache=True):
-
-    return analyze_10k_graph(ticker, date_input, section_select=True, ontology_type=ontology_type, oai_model=oai_model, batch=batch, batch_size=batch_size, sentiment_filter=sentiment_filter, output_dir=output_dir, use_cache=use_cache, verbose=verbose)