03c6c540ef
input_cost_trend/input_cost_series now accept six fertilizers (urea, uan, anhydrous, dap, map, potash) alongside diesel, with an optional `geo` region (default Cornbelt). Real $/ton + MoM/YoY change + seasonal context. - client: pass geo through; add input_cost_geographies - server: expand VALID_INPUTS; geo param + docstrings - format already unit-aware ($/ton) and geo-aware - README tools table now lists the reference/trend + input-cost tools - CHANGELOG: regional fertilizer input-cost release notes - tests: fertilizer $/ton + region formatting Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
219 lines
11 KiB
Markdown
219 lines
11 KiB
Markdown
# Changelog
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Notes for clients/agents that consume the ag-bids MCP tools and the underlying
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`ag-monitor` `/api/data/*` HTTP API. Newest first.
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## 2026-05-30 — Regional fertilizer input costs (real $/ton + change)
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Real U.S. **regional retail fertilizer prices** now feed the input-cost tools,
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so the advisor can reason about fertilizer the same way it does diesel and grain
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— actual dollars and the move, not an index. Source: **USDA AgTransport**
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(monthly, `$/ton`, history back to 2023).
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### Changed MCP tools (fertilizer added to the existing input-cost tools)
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- **`input_cost_trend(item, geo?, years=10)`** — `item` now accepts six
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fertilizers in addition to `diesel`: **`urea`, `uan`, `anhydrous`** (anhydrous
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ammonia), **`dap`, `map`, `potash`**. Returns the latest real `$/ton`,
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month-over-month and year-over-year change ($ and %), and seasonal context.
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- New optional **`geo`** = AgTransport region; **defaults to `Cornbelt`**.
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Other regions: `U.S. Gulf NOLA`, `Northern Plains`, `Southern Plains`,
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`Southeast`, `Northeast`, `California`, `Pacific Northwest`, `South Central`,
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`Central Florida`, `Tampa` (not every product is published for every region).
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- `diesel` is unchanged — national U.S. `$/gal`, weekly; `geo` is ignored for it.
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- **`input_cost_series(item, geo?)`** — raw monthly `$/ton` series for any
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fertilizer (or the diesel `$/gal` weekly series), region-selectable.
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Seasonal percentile for fertilizer is computed over a short history (2023+), so
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it deepens over time; the price and YoY/MoM change are solid now.
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### API
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- `GET /api/data/input-cost-trend?item=&geo=&years=` — `geo` added.
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- `GET /api/data/input-cost-series?item=&geo=` — `geo` added.
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- `GET /api/data/input-cost-geographies?item=` — **new**: lists the regions a
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given input has data for (plus its `default_geo`).
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### Example questions → tool calls
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| Ask | Call |
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|---|---|
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| Cornbelt urea price and how it's moved | `input_cost_trend(item="urea")` |
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| Anhydrous ammonia in the Southern Plains | `input_cost_trend(item="anhydrous", geo="Southern Plains")` |
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| Potash $/ton history | `input_cost_series(item="potash")` |
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| Which regions have DAP prices | (API) `GET /api/data/input-cost-geographies?item=dap` |
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## 2026-05-30 — Grain price-received trends (real $ + change + seasonal)
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New national/seasonal reference layer (USDA NASS, corn back to 1908) — the
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macro benchmark to compare local cash bids against. Real prices and the change,
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not an index.
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### New MCP tools
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- **`price_trend(commodity, geo="US", years=10)`** — monthly price *received by
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farmers* ($/bu) with the move: latest real price, **month-over-month and
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year-over-year change ($ and %)**, and seasonal context (percentile vs the
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same month over the last N years, normal, and range). `geo` is `US` or any
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2-letter state. Conclusions, not rows.
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- **`price_series(commodity, geo="US", start_year?, end_year?)`** — raw monthly
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series ($/bu) for charting/drill-down (defaults to the recent window).
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### API
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- `GET /api/data/price-trend?commodity=&geo=&years=` — computed trend (cents +
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`change_cents`/`change_pct`/`yoy_*` + `seasonal`).
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- `GET /api/data/price-series?commodity=&geo=&start_year=&end_year=` — raw series.
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- `GET /api/data/price-geographies?commodity=` — which geos (US + states) exist.
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All grain: corn/soy/wheat, all 50 states + US.
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### Input-cost tools (real $ + change)
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- **`input_cost_trend(item, years=10)`** — real input price with the move.
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Currently `item="diesel"` (EIA U.S. retail $/gal, weekly, back to 1994):
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latest price + week-over-week and year-over-year change + seasonal
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percentile/range. (For current fertilizer $/ton, `current_input_price` (DTN)
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still applies; more inputs extend this same tool.)
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- **`input_cost_series(item)`** — raw historical series for an input.
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- API: `GET /api/data/input-cost-trend?item=&years=`,
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`GET /api/data/input-cost-series?item=`.
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USDA stopped publishing dollar input prices in 2014, so these use real-dollar
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sources (EIA) rather than an index.
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## 2026-05-30 — Source geo + many more locations
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### Per-source geo (API + MCP)
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- **`GET /api/data/sources`** now returns location geo on every source:
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`city, state, zip, county, latitude, longitude` (any may be `null`). The
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AgriCharts-fed elevators carry exact coordinates; smaller sites carry
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city/state/zip.
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- **MCP `list_sources`** gained a **Location** column (`City, ST ZIP`).
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`source_health` is unchanged in shape.
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- Sources that are national or non-physical (CBOT futures, USDA AMS, DTN
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fertilizer, hedge-to-arrive / "Direct" bid buckets) legitimately have `null`
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geo. ~43 of ~51 sources are geo-tagged.
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### Many more elevator locations
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These flow through every data tool/endpoint automatically (`latest`, `history`,
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`best`, `basis_movement`/`basis_detail`, `sources`, `deliveries`). No tool
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signatures changed — just far more sources, all named `"<Co-op> — <Location>"`:
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- **Heritage Cooperative** — new co-op, **23 central/eastern-Ohio locations**
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(corn/soy/wheat).
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- **Mercer Landmark** — expanded from 2 to **all ~16 locations**. Note: the two
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old source names were renamed for continuity — `"Mercer Landmark — St Henry"`
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→ `"Mercer Landmark — MPS St Henry"`, `"Mercer Landmark — Minster"` →
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`"Mercer Landmark — Heartland Minster"`.
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- **Bambauer** — now both locations incl. **Pemberton**
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(`"Bambauer — Jackson Center / New Knoxville"`, `"Bambauer — Pemberton"`);
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the old `"Bambauer Jackson Center / New Knoxville, OH"` source was renamed to
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the first of those.
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If you cache source names, refresh them — several changed and many were added.
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## 2026-05-29 — Futures price + change tool
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### New MCP tool
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- **`futures_quote(commodity, delivery?)`** — CBOT futures price and change for a
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grain. Reports the latest price, today's **session open**, the prior day's
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close, and **both** moves: **change since open** and **change on the day**
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(vs the previous settle). With `delivery` (e.g. `"Jul 2026"`) it resolves the
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listed contract that month prices against (e.g. `ZCN26`); without it, the
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continuous nearby.
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### API changes (`ag-monitor`)
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- **`GET /api/data/futures?commodity=<grain>&delivery=<label?>`** — new endpoint.
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Returns `{ commodity, delivery, contract, symbol, quote }` where `quote` is
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`{ settle_date, open_cents, last_cents, prev_close_cents,
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change_since_open_cents, change_on_day_cents, fetched_at }` (or `null` if no
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data yet for that contract). `commodity` must be `corn`/`soy`/`wheat`.
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- **`futures_quotes` table** gained an `open_cents` column; the futures scraper
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now stores the session **Open** alongside the close. Rows captured before this
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change have `open_cents = NULL`, so `change_since_open_cents` is `null` for
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those until the next session is scraped.
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- Futures now also pull at **:30 during the CBOT day session** (on top of the
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hourly :00), so `last` and the changes track the session every ~30 min.
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### Example questions → tool calls
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| Ask | Call |
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| Corn Jul futures and how far it's moved today | `futures_quote(commodity="corn", delivery="Jul 2026")` |
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| Soy nearby futures, change on the day | `futures_quote(commodity="soy")` |
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## 2026-05-29 — Flexible history + basis movement
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### New MCP tools
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- **`basis_movement(commodity?, source?, delivery?, days=30)`** — aggregated
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basis trend, **one headline line per crop**. Averages every matching
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(elevator × delivery) series to `avg basis first → last` over the window and
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reports how far it moved. This is the cheap "how is basis moving overall"
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view. All filters optional; `commodity` (if given) must be `corn`/`soy`/`wheat`.
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- Positive move = **cash strengthened** vs futures (basis up); negative = weaker.
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- Aggregation is intentional: divergent elevators can net to "flat". When the
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aggregate looks flat or surprising, call `basis_detail` to see per-elevator
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splits.
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- **`basis_detail(commodity?, source?, delivery?, days=30)`** — the drill-down
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for `basis_movement`. **One row per (elevator, crop, delivery)** series with
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basis `first → last` and the move. Same optional filters.
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Both tools do the aggregation **server-side (in the MCP)** and return compact
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markdown — they do not dump every raw sample — to keep token usage low. Pattern:
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call `basis_movement` first, then `basis_detail` (optionally filtered) only when
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you need the breakdown.
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### Changed MCP tools
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- **`price_history`** — `commodity` is now **optional** (was required). Omit it
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to span every crop. Output now groups by **(elevator, crop, delivery)**,
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surfaces **basis first → last** in each series summary, and adds a **Futures**
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column to the raw points table. Every filter (`commodity`, `source`,
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`delivery`, `days`) is optional and AND'd — pivot per elevator, per crop, per
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delivery, or any combination.
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- Raw per-row points are still only included when the window has ≤ ~60 samples;
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wider queries return the per-series summaries only.
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- **`latest_prices`** — added the **`kind`** filter (`grain` | `fertilizer`) for
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parity with the API. `commodity`, `source`, `delivery`, `kind` all optional.
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### API changes (`ag-monitor`)
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- **`GET /api/data/history`** — `commodity` query param is now **optional**.
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When omitted, returns history across all crops. `source_id`, `delivery`, and
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`days` (1–730, default 30) remain optional. Response shape is unchanged:
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`{ "commodity": <str|null>, "days": <int>, "rows": [...] }`. Each row carries
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`fetched_at, source_id, source_name, commodity, delivery, bid_cents,
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basis_cents, futures_cents` so callers can pivot client-side.
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- `GET /api/data/latest` already supported optional `commodity`, `source`,
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`delivery`, `kind` — unchanged.
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### Conventions / gotchas
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- All money fields are **integer cents**. `bid_cents`/`futures_cents` render as
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`$/bu` (4 dp) for grain and `$/ton` (2 dp) for fertilizer; `basis_cents`
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renders as a signed dollar value (2 dp), e.g. `-0.14`.
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- Basis is only meaningful for grain — the basis tools skip non-grain rows and
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any series with no basis on file.
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- `source` filtering is by **exact** elevator display name (e.g.
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`"Mercer Landmark — Minster"`). Use `list_sources` to get exact names.
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### Example questions → tool calls
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| Ask | Call |
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| Basis movement overall, last 7 days | `basis_movement(days=7)` |
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| Corn basis movement across all elevators | `basis_movement(commodity="corn")` |
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| Basis movement at one elevator | `basis_movement(source="Mercer Landmark — Minster")` |
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| Per-elevator basis breakdown for corn | `basis_detail(commodity="corn")` |
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| Last 7 days of history from elevator X for corn | `price_history(commodity="corn", source="…", days=7)` |
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| All-crop price history at one elevator | `price_history(source="…")` |
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| Latest grain bids only | `latest_prices(kind="grain")` |
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