Filter Alpha Vantage reports by curr_date

tests/test_alpha_vantage_fundamentals.py

@@ -0,0 +1,45 @@
+import json
+import unittest
+from unittest.mock import patch
+
+from tradingagents.dataflows import alpha_vantage_fundamentals as fundamentals
+
+
+class AlphaVantageFundamentalsTests(unittest.TestCase):
+    def test_curr_date_filters_future_reports_from_json_response(self):
+        payload = json.dumps(
+            {
+                "annualReports": [
+                    {"fiscalDateEnding": "2023-12-31", "totalAssets": "100"},
+                    {"fiscalDateEnding": "2024-12-31", "totalAssets": "200"},
+                ],
+                "quarterlyReports": [
+                    {"fiscalDateEnding": "2024-03-31", "totalAssets": "110"},
+                    {"fiscalDateEnding": "2024-06-30", "totalAssets": "120"},
+                ],
+            }
+        )
+
+        funcs = [
+            fundamentals.get_balance_sheet,
+            fundamentals.get_cashflow,
+            fundamentals.get_income_statement,
+        ]
+
+        for func in funcs:
+            with self.subTest(func=func.__name__):
+                with patch.object(fundamentals, "_make_api_request", return_value=payload):
+                    result = json.loads(func("AAPL", curr_date="2024-03-31"))
+
+                self.assertEqual(
+                    result["annualReports"],
+                    [{"fiscalDateEnding": "2023-12-31", "totalAssets": "100"}],
+                )
+                self.assertEqual(
+                    result["quarterlyReports"],
+                    [{"fiscalDateEnding": "2024-03-31", "totalAssets": "110"}],
+                )
+
+
+if __name__ == "__main__":
+    unittest.main()

tradingagents/dataflows/alpha_vantage_fundamentals.py

@@ -1,6 +1,38 @@
+import json
+
 from .alpha_vantage_common import _make_api_request
 
 
+def _filter_reports_by_date(result, curr_date: str):
+    """Filter annualReports/quarterlyReports to exclude entries after curr_date."""
+    if not curr_date or not result:
+        return result
+
+    serialized = False
+    if isinstance(result, str):
+        try:
+            result = json.loads(result)
+            serialized = True
+        except json.JSONDecodeError:
+            return result
+
+    if not isinstance(result, dict):
+        return result
+
+    for key in ("annualReports", "quarterlyReports"):
+        if key in result:
+            result[key] = [
+                report
+                for report in result[key]
+                if report.get("fiscalDateEnding", "") <= curr_date
+            ]
+
+    if serialized:
+        return json.dumps(result)
+
+    return result
+
+
 def get_fundamentals(ticker: str, curr_date: str = None) -> str:
     """
     Retrieve comprehensive fundamental data for a given ticker symbol using Alpha Vantage.
@@ -35,7 +67,7 @@ def get_balance_sheet(ticker: str, freq: str = "quarterly", curr_date: str = Non
         "symbol": ticker,
     }
 
-    return _make_api_request("BALANCE_SHEET", params)
+    return _filter_reports_by_date(_make_api_request("BALANCE_SHEET", params), curr_date)
 
 
 def get_cashflow(ticker: str, freq: str = "quarterly", curr_date: str = None) -> str:
@@ -54,7 +86,7 @@ def get_cashflow(ticker: str, freq: str = "quarterly", curr_date: str = None) ->
         "symbol": ticker,
     }
 
-    return _make_api_request("CASH_FLOW", params)
+    return _filter_reports_by_date(_make_api_request("CASH_FLOW", params), curr_date)
 
 
 def get_income_statement(ticker: str, freq: str = "quarterly", curr_date: str = None) -> str:
@@ -73,5 +105,4 @@ def get_income_statement(ticker: str, freq: str = "quarterly", curr_date: str =
         "symbol": ticker,
     }
 
-    return _make_api_request("INCOME_STATEMENT", params)
-
+    return _filter_reports_by_date(_make_api_request("INCOME_STATEMENT", params), curr_date)