PyQuantimClient 2.0.38__tar.gz → 2.0.40__tar.gz

{pyquantimclient-2.0.38 → pyquantimclient-2.0.40}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: PyQuantimClient
-Version: 2.0.38
+Version: 2.0.40
 Summary: Python client to access quantIM services
 Author: Daniel Velasquez
 Author-email: daniel.velasquez@sura-im.com

{pyquantimclient-2.0.38 → pyquantimclient-2.0.40}/PyQuantimClient.egg-info/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: PyQuantimClient
-Version: 2.0.38
+Version: 2.0.40
 Summary: Python client to access quantIM services
 Author: Daniel Velasquez
 Author-email: daniel.velasquez@sura-im.com

{pyquantimclient-2.0.38 → pyquantimclient-2.0.40}/setup.py

@@ -4,7 +4,7 @@ setup(
    name='PyQuantimClient',
    packages=['PyQuantimClient'],
    package_dir={'PyQuantimClient': 'src'},
-   version='2.0.38',
+   version='2.0.40',
    description='Python client to access quantIM services',
    author='Daniel Velasquez',
    author_email='daniel.velasquez@sura-im.com',

{pyquantimclient-2.0.38 → pyquantimclient-2.0.40}/src/api.py

@@ -133,14 +133,14 @@ class quantim:
                 print(f"Error uploading file: {e}")
                 return False
 
-    def send_email(self, to, subject=None, content=None, vfrom="quantim@surainvestments.com", toname=None, fromname=None, cc=None, ccname=None, bcc=None, bccname=None, replyto=None, replytoname=None):                    
+    def send_email(self, to, subject=None, content=None, vfrom="quantim@surainvestments.com", toname=None, fromname=None, cc=None, ccname=None, bcc=None, bccname=None, replyto=None, replytoname=None, url=None):                    
         """
         Send email using sendgrid.
         """
         if subject is None and content is None:
             raise ValueError("Both subject and content cannot be None!")
 
-        data = {'to':to,'toname':toname,'from':vfrom,'fromname':fromname,'subject':subject or "", 'content':content or "",'cc':cc,'ccname':ccname,'bcc':bcc,'bccname':bccname,'replyto':replyto,'replytoname':replytoname}
+        data = {'to':to,'toname':toname,'from':vfrom,'fromname':fromname,'subject':subject or "", 'content':content or "",'cc':cc,'ccname':ccname,'bcc':bcc,'bccname':bccname,'replyto':replyto,'replytoname':replytoname,'url':url}
         try:
             resp = self.api_call('sendgrid', method="post", data=data, verify=False)
         except Exception as e:

{pyquantimclient-2.0.38 → pyquantimclient-2.0.40}/src/risk.py

@@ -79,12 +79,13 @@ class risk_data(quantim):
         Run limits lambda
         
         '''
-        if new_oper is not False:
+        if new_oper is not False and new_oper is not None:
             cols=['type', 'secDesc1', 'counterparty', 'isin', 'assetId', 'issuerId', 'issuerLongName', 'ccy', 'duration', 'avgRating', 'ratingType', 'SIM_SECTOR', 'linkedEntity', 'quantity', 'mktValue', 'maturity', 'indexRate', 'cpn', 'modDur', 'yieldToMaturity']
             if not set(cols).issubset(new_oper.columns):
                 raise ValueError(f"Las nuevas operaciones deben contener la siguiente informacion: {cols}. Por favor revisar")
             if not set(new_oper["type"].unique()).issubset({"BUY", "SELL"}):
                 raise ValueError("La columna type unicamente recibe los valores 'BUY' o 'SELL'.")
+            new_oper["issuerId"] = pd.to_numeric(new_oper["issuerId"], errors="coerce")
             new_oper=new_oper.to_dict(orient="records")
         print("Ejecutando límites...")
         data = {'portfolioName':portfolioName, 'subgroup':subgroup, 'cash':cash, 'new_oper':new_oper, 'return_detail':return_detail, 'res_url':res_url, 'return_portfolio': return_portfolio}