update to vectara-agentic 0.1.8 and minor updates

agent.py

@@ -47,8 +47,8 @@ def create_assistant_tools(cfg):
 
     # Tool to get the income statement for a given company and year using the FMP API
     def get_income_statement(
-        ticker=Field(description="the ticker symbol of the company."),
-        year=Field(description="the year for which to get the income statement."),
+        ticker: str = Field(description="the ticker symbol of the company."),
+        year: int = Field(description="the year for which to get the income statement."),
     ) -> str:
         """
         Get the income statement for a given company and year using the FMP (https://financialmodelingprep.com) API.
@@ -62,6 +62,8 @@ def create_assistant_tools(cfg):
         if response.status_code == 200:
             data = response.json()
             income_statement = pd.DataFrame(data)
+            if len(income_statement) == 0 or "date" not in income_statement.columns:
+                return "No data found for the given ticker symbol."
             income_statement["date"] = pd.to_datetime(income_statement["date"])
             income_statement_specific_year = income_statement[
                 income_statement["date"].dt.year == int(year)
@@ -92,7 +94,7 @@ def create_assistant_tools(cfg):
         n_sentences_before = 2, n_sentences_after = 2, lambda_val = 0.005,
         summary_num_results = 10,
         vectara_summarizer = 'vectara-summary-ext-24-05-med-omni',
-        include_citations = False,
+        include_citations = True,
     )
 
     return (
@@ -105,13 +107,15 @@ def create_assistant_tools(cfg):
             ] +
             tools_factory.standard_tools() +
             tools_factory.financial_tools() +
-            tools_factory.guardrail_tools() +
             [ask_transcripts]
     )
 
 def initialize_agent(_cfg, update_func=None):
     financial_bot_instructions = """
     - You are a helpful financial assistant, with expertise in financial reporting, in conversation with a user. 
+    - Use the ask_transcripts tool to answer most questions about the company's financial performance, risks, opportunities, competitors, and more.
+    - responses from ask_transcripts are summarized. You don't need to further summarize them.
+    - Use the get_income_statement tool only to receive financial data like revenue, net income, and other financial metrics for a specific company and year.
     - Respond in a compact format by using appropriate units of measure (e.g., K for thousands, M for millions, B for billions). 
       Do not report the same number twice (e.g. $100K and 100,000 USD).
     - Always check the get_company_info and get_valid_years tools to validate company and year are valid.
@@ -124,7 +128,7 @@ def initialize_agent(_cfg, update_func=None):
         tools=create_assistant_tools(_cfg),
         topic="Financial data, annual reports and 10-K filings",
         custom_instructions=financial_bot_instructions,
-        update_func=update_func
+        update_func=update_func,
     )
     agent.report()
     return agent

app.py

@@ -56,7 +56,7 @@ async def launch_bot():
         cfg = get_agent_config()
         st.session_state.cfg = cfg
         st.session_state.ex_prompt = None
-        example_messages = [example.strip() for example in cfg.examples.split(",")] if cfg.examples else []
+        example_messages = [example.strip() for example in cfg.examples.split(";")] if cfg.examples else []
         st.session_state.example_messages = [em for em in example_messages if len(em)>0]
         reset()
 

requirements.txt

@@ -6,4 +6,4 @@ streamlit_feedback==0.1.3
 uuid==1.30
 langdetect==1.0.9
 langcodes==3.4.0
-vectara-agentic==0.1.7
+vectara-agentic==0.1.8