ofermend commited on
Commit
5b2b247
1 Parent(s): 591e6ca

added quarter

Browse files
Files changed (1) hide show
  1. app.py +8 -7
app.py CHANGED
@@ -44,23 +44,24 @@ def create_tools(cfg):
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  """
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  return years
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- class QueryFinancialReportsArgs(BaseModel):
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  query: str = Field(..., description="The user query.")
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  year: int = Field(..., description=f"The year. an integer between {min(years)} and {max(years)}.")
 
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  ticker: str = Field(..., description=f"The company ticker. Must be a valid ticket symbol from the list {tickers.keys()}.")
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  tools_factory = ToolsFactory(vectara_api_key=cfg.api_key,
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  vectara_customer_id=cfg.customer_id,
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  vectara_corpus_id=cfg.corpus_id)
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- vectara_ask_analysts = tools_factory.create_rag_tool(
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- tool_name = "vectara_ask_analysts",
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  tool_description = """
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  Given a company name and year,
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- returns a response (str) to a user query based on analyst comments about the company's financial reports for that year.
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  make sure to provide the a valid company ticker and year.
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  """,
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- tool_args_schema = QueryFinancialReportsArgs,
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- tool_filter_template = "doc.year = {year} and doc.ticker = '{ticker}'",
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  reranker = "multilingual_reranker_v1", rerank_k = 100,
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  n_sentences_before = 2, n_sentences_after = 2, lambda_val = 0.01,
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  summary_num_results = 10,
@@ -76,7 +77,7 @@ def create_tools(cfg):
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  tools_factory.standard_tools() +
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  tools_factory.financial_tools() +
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  tools_factory.guardrail_tools() +
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- [vectara_ask_analysts]
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  )
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  def initialize_agent(agent_type: AgentType, _cfg):
 
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  """
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  return years
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+ class QueryTranscriptsArgs(BaseModel):
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  query: str = Field(..., description="The user query.")
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  year: int = Field(..., description=f"The year. an integer between {min(years)} and {max(years)}.")
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+ quarter: int = Field(..., description="The quarter. an integer between 1 and 4.")
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  ticker: str = Field(..., description=f"The company ticker. Must be a valid ticket symbol from the list {tickers.keys()}.")
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  tools_factory = ToolsFactory(vectara_api_key=cfg.api_key,
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  vectara_customer_id=cfg.customer_id,
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  vectara_corpus_id=cfg.corpus_id)
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+ ask_transcripts = tools_factory.create_rag_tool(
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+ tool_name = "ask_transcripts",
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  tool_description = """
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  Given a company name and year,
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+ returns a response (str) to a user query based on analyst transcripts about the company's financial reports for that year.
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  make sure to provide the a valid company ticker and year.
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  """,
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+ tool_args_schema = QueryTranscriptsArgs,
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+ tool_filter_template = "doc.year = {year} and doc.quarter = {quarter} and doc.ticker = '{ticker}'",
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  reranker = "multilingual_reranker_v1", rerank_k = 100,
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  n_sentences_before = 2, n_sentences_after = 2, lambda_val = 0.01,
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  summary_num_results = 10,
 
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  tools_factory.standard_tools() +
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  tools_factory.financial_tools() +
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  tools_factory.guardrail_tools() +
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+ [ask_transcripts]
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  )
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  def initialize_agent(agent_type: AgentType, _cfg):